Consultant, Professional Services

Overview

Consultant in insightsoftware's Professional Services team, supporting global clients with lease sourcing and management services, primarily on the PureLease Marketplace platform.

What you'll do

• Lead end-to-end lease sourcing engagements, including Lease vs. Buy analysis, RFP development, lessor management, and deal execution support.
• Serve as the primary point of contact for assigned lessee clients, providing program management support and strategic consultation on lease procurement initiatives.
• Develop and deliver Lease vs. Buy models, Request for Proposals (RFPs), and Proposal Analysis Ranking Reports (PARs).
• Manage the Global Lessor Network (GLN) portal: recruit qualified lessors, facilitate lessor registration and onboarding, provide platform training, and ensure database accuracy.
• Educate lessors and lessee client teams on PLM capabilities, best practices, and transaction workflows; conduct training sessions to maximize platform adoption.
• Coordinate multiregional lease document collection, review contract terms across jurisdictions, manage translation workflows for multilingual agreements, and classify transactions in PLM.
• Monitor lease sourcing pipelines and transaction progress; provide forecasting updates to management; identify and pursue opportunities for additional revenue.
• Partner with lessors and clients during RFP submission, bid analysis, and award phases; coordinate relationship management between internal teams and external partners.
• Maintain and update RFP templates, sourcing checklists, and reference materials to streamline the lease sourcing process.
• Provide 24-hour coverage support for international clients and lessors across multiple time zones.
• Interact with and educate client personnel across all organizational levels, from C-suite executives to end users, ensuring clarity and alignment on lease sourcing strategy.
• Manage documentation processes for sourcing clients and lessor partners; ensure compliance with contractual requirements and internal controls.
• Provide phone and email support to lessee clients and lessor partners; respond promptly and professionally to inquiries and escalations.
• Understand clients' existing lease management processes, controls, policies, and procedures (PCPP) and recommend migrations to industry best practices.
• Consult with clients on all aspects of lease sourcing and portfolio management to protect their interests and optimize outcomes.
• Support quarterly client business reviews (QBRs), presenting sourcing metrics, deal pipeline, and strategic recommendations.
• Maintain relationships with global lease brokers, captive finance companies, and independent lessors to build and manage the Global Lessor Network (Marketplace).

What you'll need

• A history of success in direct sales, client service (empathy and advocacy), and outstanding consultative relationship skills in the equipment leasing industry.
• Three to five (3-5) plus years of experience, as preferred.
• A proven ability to manage strategic accounts effectively.
• Demonstrated problem solving abilities, including logical reasoning and flexibility.
• Excellent written and verbal communication abilities, including solid listening skills and client mirroring skills.
• Experience dealing successfully with a wide range of client types, from C-level to End User.
• A professional demeanor and the ability to represent LeaseAccelerator well in a variety of settings.
• The ability to multi-task, organize and prioritize a heavy, dynamic workload.
• Deep knowledge of Microsoft Office, including Excel, Word, PowerPoint, and email.
• Understanding of the financial aspects of leasing, along with competence in using an HP calculator and/or Excel to figure present value, net present value, IRR, etc.
• Knowledge of lease documentation.
• The ability to travel as required to achieve company objectives.
• The ability to articulate, communicate and be understood in English.
• Bilingual or multilingual in speech and writing.
• A four-year college degree is desired.

Details

• Location: India, remote.
• Shift hours required: 2:00 PM to 11:00 PM IST.
• Background checks are required for employment, where permitted by country, state/province.