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Insightly Jobs (NOW HIRING)

Laufer Group International

Branch Manager

New York, NY · On-site

Daily coaching and management of sales activity (prospecting, Insightly activity, sales pipeline management, weekly sales meetings, budget creation, etc.) as outlined in the Laufer Sales Management ...

Laufer Group International

Branch Manager

Manhattan, NY · On-site

$140K - $160K/yr

Daily coaching and management of sales activity (prospecting, Insightly activity, sales pipeline management, weekly sales meetings, budget creation, etc.) as outlined in the Laufer Sales Management ...

Dowbuilt

Service Superintendent

Palm Beach, FL · On-site

Microsoft Office Suite (Word, Excel, Outlook, etc.), web-based applications (i.e., Smartsheet, Insightly, ShareFile, Slack, etc.) and/or Bluebeam / Adobe Acrobat * Professional and succinct ...

Dowbuilt

Service Superintendent

Palm Beach, FL · On-site

Microsoft Office Suite (Word, Excel, Outlook, etc.), web-based applications (i.e., Smartsheet, Insightly, ShareFile, Slack, etc.) and/or Bluebeam / Adobe Acrobat * Professional and succinct ...

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How much do insightly jobs pay per week?

As of Jun 30, 2026, the average weekly pay for insightly in the United States is $829.33, according to ZipRecruiter salary data. Most workers in this role earn between $778.85 and $894.23 per week, depending on experience, location, and employer.

What are some common challenges when working in an Insightly administrator or specialist role, and how can they be addressed?

One of the main challenges in an Insightly administrator or specialist role is managing data integrity and ensuring smooth user adoption across teams. As Insightly often serves as a central hub for CRM, project management, and workflow automation, administrators must proactively monitor data accuracy, troubleshoot integration issues, and provide user training. Regular communication with team members and stakeholders is essential to understand evolving business needs and to customize the platform accordingly. Staying updated on Insightly's new features and best practices also helps maximize efficiency and address user concerns promptly.

What is an Insightly Administrator?

An Insightly Administrator is a professional responsible for managing and configuring the Insightly CRM platform within an organization. They handle user access, customize workflows, manage data, and ensure the CRM is optimized for business needs. Administrators often provide training, troubleshoot issues, and implement new features to support sales, marketing, and project management teams. Their goal is to maximize the efficiency and effectiveness of Insightly for all users.

What are the key skills and qualifications needed to thrive as an Insightly CRM Administrator, and why are they important?

To thrive as an Insightly CRM Administrator, you need a solid understanding of CRM best practices, data management, and business process optimization, often supported by experience in CRM systems and a relevant degree. Familiarity with the Insightly platform, reporting tools, application integrations, and sometimes certification in CRM administration is highly valued. Strong analytical thinking, problem-solving, and communication skills help administrators customize workflows and support user adoption. Mastering these skills ensures the CRM system effectively supports business objectives, data accuracy, and team productivity.

What is the difference between Insightly vs CRM Specialist?

AspectInsightlyCRM Specialist
Primary RoleCustomer relationship management platform for project and sales managementExpert in CRM systems, managing customer data, and optimizing CRM processes
Required SkillsCRM software proficiency, project management, sales processesCRM software expertise, data analysis, customer engagement strategies
Work EnvironmentTech companies, sales teams, marketing departmentsBusiness consulting, IT firms, sales organizations
CertificationsCRM platform certifications, project management certificationsCRM certifications, data analysis certifications

Insightly is a CRM platform used by organizations for managing projects and sales pipelines, while a CRM Specialist is a professional skilled in implementing and optimizing CRM systems like Insightly. The roles are interconnected but serve different purposes: one is a software tool, the other is a role requiring expertise in CRM strategies and data management.

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Insightly jobs near you
Infographic showing various Insightly job openings in the United States as of June 2026, with employment types broken down into 88% Full Time, 6% Part Time, and 6% Contract. Highlights an 75% In-person, and 25% Remote job distribution, with an average salary of $43,125 per year, or $20.7 per hour.
Branch Manager

Branch Manager

Laufer Group International

New York, NY • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Key responsibilities

  • Direct all operational aspects including distribution operations, customer service, human resources, administration, and sales.

  • Develop forecasts, financial objectives, business plans, and manage budget and fund allocation.

  • Daily coaching and management of sales activity, including prospecting, sales pipeline management, and sales meetings.

Job description

Company
Headquartered in New York withanother 7 offices in the United States and dedicated partners strategically located throughout the world, Laufer Group International has the expertise, resources, and market knowledge to provide customers with true global logistics solutions. Laufer has an established logistics and service solution that provides customers with improved shipping flexibility, enhanced operational control, and exceptional customer service. Each customer has access to a customized logistics platform providing air freight and ocean services, logistics, customs brokerage, and purchase order and export management.
Laufer is a different type of logistics company. We strive to make our industry more progressive. We challenge conventional ways of doing business by developing innovative and customized supply chain solutions. We help our customers break away from yesterday's business model to succeed in today's world.
Operational Responsibilities (and other duties as may be assigned)
  • Direct all operational aspects including distribution operations, customer service, human resources, administration and sales
  • Develop forecasts, financial objectives and business plans
  • Manage budget and allocate funds appropriately
  • Has direct, but not exclusive responsibility for operational personnel hiring, promotions, reviews, termination and disciplinary actions
  • Collaborates with upper management and staff to provide a healthy, challenging and positive work environment allowing for individual growth, achievement and accomplishment consistent with the company's objectives
  • Bring out the best of branch's personnel by providing training, coaching, development and motivation
  • Adhere to high ethical standards, and comply with all regulations/applicable laws
  • Develops and maintains positive relationships internally across all departments and functional areas, as well as externally with customers and key suppliers
  • Ensures communications with foreign and domestic offices, Sales, department managers, upper management, and/or clients regarding quality service and related issues that affect our ability to meet the client's requirements
  • Coordinates the operations for all departments, monitoring work flows and management of resources to ensure and verify timely and accurate operational processes
  • Ensures quality system goals are consistently in focus and energies are directed to their achievement
  • Collaborates with Sales and Operations teams to maximize the company's presence with the mutual goals of retaining all existing business and gaining significant new business
  • Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities
  • Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs
  • Address customer and employee satisfaction issues promptly

Business Development Responsibilities
  • Daily coaching and management of sales activity (prospecting, Insightly activity, sales pipeline management, weekly sales meetings, budget creation, etc.) as outlined in the Laufer Sales Management Playbook page
  • Assess local market conditions and identify current and prospective sales opportunities
  • Network to improve the presence and reputation of the branch and company
  • Stay abreast of competing markets and provide reports on market movement and penetration
  • Directly manage an assigned territory together with branch sales team and demonstrate extensive knowledge of potential customers and competitors in this area
  • Timely data entry in our Customer Relationship Management tool
  • Daily management of sales people activity, call volume/schedule, prospecting and results
  • Participate in the creation of value-added solutions for customer's logistics needs, including supporting diagrams and cost-benefit calculations
  • Support the transition of new accounts through customer introductions, information transfer, and securing any necessary customer paperwork
  • When needed, support AR (accounts receivable) collection
  • Attend training & development sessions to continue developing selling skills and updating product and service knowledge
  • Working knowledge of industry trends and forecasts

Qualifications
  • Proven branch management experience
  • Sufficient knowledge of modern management techniques and best practices
  • Ability to meet sales targets and production goals
  • Familiarity with industry's rules and regulations
  • Excellent organizational skills
  • Results driven and customer focused
  • Leadership and human resources management skills
  • High awareness of appropriate workplace etiquette and protocols

People
  • Allocate workloads within team to ensure smooth operations during peak activity
  • Coach, mentor, motivate and educate colleagues
  • Deliver training and onboarding for new hires per the company requirement standards
  • Constantly communicate department goals and expectations with team to ensure buy-in and accountability
  • Constantly looking to recruit new talent for all branch positions

Systems
  • Be open to implementing new system changes and enhancements with your team
  • Participate and contribute to system/process improvements
  • Set the tone of this environment within your team

Culture
  • Proactively promote the company's brand standards and cultural expectations

Benefits
  • Medical, Dental, and Vision Benefits with company cost-sharing
  • Health Savings Account medical benefit option with a company contribution to the health savings account
  • No cost Medical Bridge Program to assist with costs that may be attributable to the plan deductible
  • Medical and Dependent Care Flexible Spending Accounts
  • No cost Short-term disability, Long-term disability, Life, and AD&D insurance
  • 401(k) Retirement Plan with a generous company match
  • Paid Time Off (over 4 weeks of PTO by year 5 with Laufer)
  • No cost Employee Assistance Plan to assist with emotional well-being, family and relationships, legal and financial matters, and more
  • Employee Recognition Program
  • Giveback Program - each employee is given $500/year to donate to a charity (Laufer has donated over $1 million!!!)
  • Commuter Benefits for employees traveling to and from the NYC office
Salary range: $140,000 - $160,000, depending on experience.
INDHP
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