Position Summary:

The Customer Success Specialist / Administrator is responsible for ensuring a smooth and successful experience for clients using our asset management and leasing systems. This role combines customer onboarding, training, and system administration with a strong understanding of commercial equipment leasing operations. The ideal candidate is proactive, highly organized, and customer-focused, with experience in training development, system support, and end-to-end leasing processes.

Key Responsibilities:

• Onboard new customers and manage user access in the AMOS platform.
• Create and maintain training materials, documentation, and job aids.
• Conduct virtual customer training on system features and leasing concepts.
• Support functionality testing and gather user feedback for improvements.
• Respond to customer inquiries and assist with lease and asset-related issues.
• Collaborate with teams to enhance processes, documentation, and training.
• Provide guidance on leasing lifecycle processes, including quoting, procurement, asset changes, and end-of-lease actions.
• Lead or support special projects as assigned.

Qualifications:

• 5+ years of experience in commercial equipment leasing and/or customer success roles.
• 5+ years of experience in developing and delivering training (virtual and written).
• Experience participating in system implementations and training planning.

Skills:

• Strong understanding of leasing lifecycle processes.
• Proficient in functionality testing, documentation, and issue tracking.
• Excellent verbal and written communication and presentation skills.
• Strong customer service orientation with a proactive, solution-driven mindset.
• Ability to work independently or collaboratively in a team environment.
• High attention to detail and the ability to manage confidential information with discretion.
• Strong organizational and time management skills.

About INSIGHT INVESTMENTS CORP

At Insight Investments Corp, we pride ourselves on creating a dynamic and entrepreneurial work environment driven by ingenuity, creativity, and innovation. We believe great ideas can come from anyone within the organization, and we are proud to be home to some of the most talented and dedicated professionals in the industry. Benefits Insight Investments Corp provides a robust and flexible benefits package tailored to meet the needs of our employees and their families. We ensure our team is rewarded with competitive compensation and comprehensive support programs, including: Medical HMO and PPO/HSA Plans Dental HMO and PPO Vision Insurance Flexible Spending Accounts (FSA) Employee Assistance Programs (EAP) Life & AD&D Insurance 401(k) Matching Program We believe in making a difference—locally and beyond. Equal Employment Opportunity Insight Investments Corp is an Equal Employment Opportunity (EEO) and Affirmative Action employer. We are committed to fostering a diverse and inclusive environment where all qualified applicants will be considered for employment without regard to: Race, color, religion, gender, national origin, age, sexual orientation,... gender identity, disability, veteran status, or other protected status. We actively promote equity throughout our workforce and welcome diverse perspectives to strengthen our mission. E-Verify Participation Insight Investments Corp participates in the federal E-Verify program to ensure employment eligibility and compliance with U.S. employment laws. Pay Transparency Nondiscrimination Provision In alignment with federal regulations, Insight Investments Corp does not discharge or discriminate against employees or applicants who inquire about, discuss, or disclose their own compensation or that of others, unless such disclosures are made without access to compensation information as part of essential job functions. Application Assistance We are committed to ensuring equal access to employment opportunities. Insight Investments Corp provides reasonable accommodations for individuals with disabilities and disabled veterans in the job application process. If you require assistance, please contact us at (714) 939-2332 to express your interest and discuss accommodations.

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