Red8 Inside Sales Support for Sales Executive

• Creating and updating opportunities in Salesforce
• Work with Customer, Sales Rep and SE’s to create and confirm accurate configurations
• Create and track opportunity registrations with partners
• Request and track vendor quotes
• Create and track customer proposals by using our Red8 Quote Portal or utilizing correct templates for Subscription and International quotes (not currently available in the quote tool)
• Request and track special pricing requests through partners
• Work with Sales representative / Customer on orders with missing, incorrect or damaged equipment
• Work with Sales Representative on any specific issues that may arise

• 
  Salesforce Opportunity and Account Updates
• Great Plains software including the ability to prepare sales orders, purchase orders, inquiries, smart lists, Inventory Item set-up, Vendor Set-up, Customer Set-up
• Knowledge of Quote Tool and GP Integration Process. The ability to create SO and PO through Quote Tool and in GP directly
• Working with Credit for establishing credit and extensions, when applicable
• Credit Apps and Resale certificates when applicable
• Work with SE’s to approve orders prior to booking
• Booking orders with partners which includes understanding each partners requirements and processes
• Updated Salesforce.com w/ PO and SO details along with Book Dates, Ship Dates etc.
• Ability to link PO’s to SO’s in Great Plains
• Working with Lease Admin on lease orders including Red8/IFS Lease Invoices
• Tracking order status with partners
• Scanning all backup and adding to Box.com / Quote Portal / S Drive
• Transferring orders to accounting once shipped
• Work with Sales representative / Customer on orders with missing, incorrect or damaged equipment
• Working with partner/distributor on any missing or broken equipment including RMA’s
• Working with accounting on any vendor invoices received that don’t match our PO
• Weekly & Monthly reports for management
• Accurate and timely month end closing and variance report updates

Support dealings with manufacturers and reseller programs

• Knowledge of partner programs

• Bachelor’s degree in related field or equivalent experience and training

• Ideal candidate will have a minimum of five years experience within a VAR or direct manufacturer’s sales organization.
• Five plus years in Client Based Products is preferred.
• Ability and experience in analyzing sales information.
• Outstanding written and oral communication skills.
• Strong organizational and analytical skills.
• Demonstrated capacity for developing and understanding sales strategies and support infrastructures.
• Ability to work on a variety of projects and research related challenges.

• Expert proficiency with MS Word, MS Excel, MS Power Point, MS Outlook and task management, Microsoft’s Great Plains and Salesforce.com
• Excellent communication, interpersonal, and supervisory abilities. Strong project management skills, solid leadership abilities, organizational and analytical skills.

Insight Investments, LLC is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, age, sexual orientation, gender identity, disability, status as a Veteran or other protected classification