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Consultant – Professional Services

🔥 0 minutes ago

🇮🇳 India – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

Where this job comes from

Posted on insightsoftware's careers page, not through a job board

First seen by Remote Rocketship 0 minutes ago

Logo of insightsoftware

insightsoftware

1001 - 5000 employees

☁️ SaaS

💸 Finance

🏢 Enterprise

💰 $798.6M Private Equity Round - insightsoftware on 2021-07

SaaS • Finance • Enterprise

insightsoftware is a provider of financial and operational reporting software and data analytics solutions for the Office of the CFO. Its cloud-enabled platform and pre-built connectors integrate with major ERPs (Oracle, SAP, Microsoft and 140+ others) to deliver financial reporting, budgeting/planning, consolidation, tax and lease lifecycle management, embedded analytics, and automation tools. The company serves finance, accounting, and operations teams with AI-enabled features, data virtualization, and turnkey templates to accelerate reporting, planning, and compliance.

📋 Description

• Lead end-to-end lease sourcing engagements, including Lease vs. Buy analysis, RFP development, lessor management, and deal execution support • Serve as primary contact for assigned lessee clients, providing program management and strategic consultation • Develop and deliver Lease vs. Buy models, RFPs, and Proposal Analysis Ranking Reports • Manage the Global Lessor Network portal, including lessor recruitment, registration, onboarding, training, and database accuracy • Educate lessors and client teams on PureLease Marketplace capabilities, best practices, and transaction workflows • Coordinate multiregional lease document collection, contract review, translation workflows, and transaction classification • Monitor sourcing pipelines and transaction progress; provide forecasts and identify additional revenue opportunities • Partner with lessors and clients during RFP submission, bid analysis, and award phases • Maintain RFP templates, sourcing checklists, and reference materials • Provide 24-hour coverage support for international clients and lessors across multiple time zones • Educate client personnel from C-suite executives to end users on lease sourcing strategy • Manage sourcing-client and lessor-partner documentation and compliance processes • Provide phone and email support and respond to inquiries and escalations • Assess clients’ lease management processes and recommend industry best practices • Consult on lease sourcing and portfolio management to optimize client outcomes • Support quarterly client business reviews with metrics, pipeline updates, and strategic recommendations • Maintain relationships with global lease brokers, captive finance companies, and independent lessors to build the Global Lessor Network • Work 2:00 PM–11:00 PM IST

🎯 Requirements

• 3–5+ years preferred in direct sales, client service, consultative relationship skills, and the equipment leasing industry • Proven ability to manage strategic accounts effectively • Demonstrated problem-solving abilities, including logical reasoning and flexibility • Excellent written and verbal communication abilities, listening skills, and client mirroring skills • Experience working with client types from C-level executives to end users • Professional demeanor and ability to represent LeaseAccelerator in varied settings • Ability to multitask, organize, and prioritize a heavy, dynamic workload • Deep knowledge of Microsoft Office, including Excel, Word, PowerPoint, and email • Understanding of financial aspects of leasing; competence using an HP calculator and/or Excel for present value, net present value, IRR, etc. • Knowledge of lease documentation • Ability to travel as required to achieve company objectives • Ability to articulate, communicate, and be understood in English • Bilingual or multilingual in speech and writing • Background check required where permitted by country, state/province

🏖️ Benefits

• Background checks are required for employment where permitted by country, state/province • Equal employment opportunity workplace

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