Customer Success Specialist / Administrator

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.

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.

• 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.

• 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.

Education:

• Bachelor's Degree in Business, Communications, or a related field preferred.

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.