Interface with Customers, Systems Engineers, Sales Representatives and Sales Operations
• Assemble Professional Service Project Packages as well as any other necessary paperwork
• Interact with customers to arrange meeting times for services and communicate project status
• Assess service needs of customers and link them to the appropriate providers and company resources
• Maintain a resource directory of service resources and providers including Red8 team
• Maintain time and expense records for projects
• Recognize revenue for time and material and monthly recurring projects
• Maintain project documentation
• Schedule Systems Engineers and Professional Services Engineers for project service delivery as needed
• Help maintain the schedule of all SE and PSE resources
• Interface with and support project managers
• Assist in writing SOWs using automated system
• Prepare and present presentations on various metrics to senior and executive management
• Run smaller projects such as small implementation projects
• Schedule and monitor incoming product shipments as necessary
• Create training documentation as needed to help team be more consistent in delivery

• Understanding of Information Technology related projects (hardware, software, etc.) in order to manage small projects
• Intermediate proficiency with MS Excel, MS Project, intermediate proficiency with other MS Office software
• com experience a plus
• Basic math skills
• Bachelor's Degree or equivalent work experience preferred

• Proven track record of successful service or project coordination in a multi-team environment
• Strong organizational, time management and leadership skills with the ability to lead teams towards common goals when teams are not direct reports
• Must be highly motivated individual with high level of initiative, attitude and willingness
• Must be a team player, willing to assist other at all levels of the organizations
• Strong verbal and written communication skills; excellent interpersonal skills with the ability to provide superior customer service and maintain cooperative working relationships
• Ability to communicate effectively on a one-on-one basis or in a group setting
• Must have problem solving and decision-making abilities, including the ability to analyze data, identify trends, suggest improvements, plan for implementation and execute multiple plans concurrently
• Strong attention to detail
• Ability and willingness to adapt to change and work in a fast paced environment

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.