Heartland Business Systems
Solutions Consultant I
Heartland Business Systems, Little Chute, Wisconsin, United States, 54140
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Solutions Consultant I
role at
Heartland Business Systems
Position Summary:
An HBS Solutions Consultant I (SCI) is involved in the sales process in all aspects of HBS technology solutions and services as it relates to short and long term goals and strategies of our customers. The SCI takes ownership of the customer’s journey, building long‑term client relationships while serving as a strategic technology and business advisor, helping clients reach their short‑ and long‑term organizational goals. The individual leverages expertise and the skills of the HBS team to uncover customer needs, develop customized solutions, and ensure every interaction culminates in exceptional customer satisfaction.
Job Type Full‑time
Description This role is designed for those passionate about leading from the front and making a definitive mark on the business landscape.
Roles and Responsibilities / Essential Functions
Meet or exceed projected sales goals.
Quote prices, credit terms, and other bid specifications.
Analyze client needs and interests and manage client satisfaction issues.
Answer customer questions about products, prices, availability, product uses, and credit terms.
Negotiate prices and terms of sales and service agreements.
Maintain customer records, using CRM and other available tools.
Visit establishments to evaluate needs and promote product or service sales.
Prepare sales contracts for orders obtained and submit orders for processing.
Verify that materials lists are accurate and delivery schedules meet project deadlines.
Consult with engineers regarding technical problems.
Accurately forecast new business as it is being developed and closed.
Identify prospective customers by using business directories, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences.
Collaborate with colleagues to exchange information such as selling strategies and marketing information.
Demonstrate and explain the operation and use of technical products to clients through telephone and in‑person calls and presentations.
Promote company ability, reputation, products, systems, new techniques and other specialized technical knowledge throughout the particular industry.
Attend sales meetings and read related publications to stay current on product applications, technical service, market conditions, competitive activities, advertising, and promotional trends.
Initiate sales campaigns and follow marketing plan guidelines to meet sales and production expectations.
Contact new and existing customers to discuss their needs and explain how these needs could be met by specific products and services.
Study information about new products so equipment and supplies can be accurately depicted and proper recommendations made.
Compute customer installation or production costs, and estimate savings from new services, products, or equipment.
Requirements Competencies
Accountability – Ability to accept responsibility and account for actions.
Ambition – The drive to achieve personal advancement.
Customer Oriented – Ability to take care of customers’ needs while following company policy.
Decision Making – Ability to make critical decisions while following company procedures.
Goal Oriented – Ability to focus on a goal and obtain a predetermined result.
Motivation – Ability to inspire oneself and others to reach a goal and perform to the best of their ability.
Presentation Skills – Ability to effectively present information publicly.
Relationship Building – Ability to effectively build relationships with customers and co‑workers.
Required Experience
2‑5 years of related sales experience
Preferred Experience
Mentor or leadership experience
Required Skills, Education and/or Certifications
Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
High School Diploma or equivalent
Preferred Skills, Education and/or Certifications
Bachelor’s Degree
Equal Opportunity Employer – Including Disabled and Veterans
Seniority level Associate
Employment type Full‑time
Job function Consulting, Information Technology, and Sales
Industries IT Services and IT Consulting
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Solutions Consultant I
role at
Heartland Business Systems
Position Summary:
An HBS Solutions Consultant I (SCI) is involved in the sales process in all aspects of HBS technology solutions and services as it relates to short and long term goals and strategies of our customers. The SCI takes ownership of the customer’s journey, building long‑term client relationships while serving as a strategic technology and business advisor, helping clients reach their short‑ and long‑term organizational goals. The individual leverages expertise and the skills of the HBS team to uncover customer needs, develop customized solutions, and ensure every interaction culminates in exceptional customer satisfaction.
Job Type Full‑time
Description This role is designed for those passionate about leading from the front and making a definitive mark on the business landscape.
Roles and Responsibilities / Essential Functions
Meet or exceed projected sales goals.
Quote prices, credit terms, and other bid specifications.
Analyze client needs and interests and manage client satisfaction issues.
Answer customer questions about products, prices, availability, product uses, and credit terms.
Negotiate prices and terms of sales and service agreements.
Maintain customer records, using CRM and other available tools.
Visit establishments to evaluate needs and promote product or service sales.
Prepare sales contracts for orders obtained and submit orders for processing.
Verify that materials lists are accurate and delivery schedules meet project deadlines.
Consult with engineers regarding technical problems.
Accurately forecast new business as it is being developed and closed.
Identify prospective customers by using business directories, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences.
Collaborate with colleagues to exchange information such as selling strategies and marketing information.
Demonstrate and explain the operation and use of technical products to clients through telephone and in‑person calls and presentations.
Promote company ability, reputation, products, systems, new techniques and other specialized technical knowledge throughout the particular industry.
Attend sales meetings and read related publications to stay current on product applications, technical service, market conditions, competitive activities, advertising, and promotional trends.
Initiate sales campaigns and follow marketing plan guidelines to meet sales and production expectations.
Contact new and existing customers to discuss their needs and explain how these needs could be met by specific products and services.
Study information about new products so equipment and supplies can be accurately depicted and proper recommendations made.
Compute customer installation or production costs, and estimate savings from new services, products, or equipment.
Requirements Competencies
Accountability – Ability to accept responsibility and account for actions.
Ambition – The drive to achieve personal advancement.
Customer Oriented – Ability to take care of customers’ needs while following company policy.
Decision Making – Ability to make critical decisions while following company procedures.
Goal Oriented – Ability to focus on a goal and obtain a predetermined result.
Motivation – Ability to inspire oneself and others to reach a goal and perform to the best of their ability.
Presentation Skills – Ability to effectively present information publicly.
Relationship Building – Ability to effectively build relationships with customers and co‑workers.
Required Experience
2‑5 years of related sales experience
Preferred Experience
Mentor or leadership experience
Required Skills, Education and/or Certifications
Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
High School Diploma or equivalent
Preferred Skills, Education and/or Certifications
Bachelor’s Degree
Equal Opportunity Employer – Including Disabled and Veterans
Seniority level Associate
Employment type Full‑time
Job function Consulting, Information Technology, and Sales
Industries IT Services and IT Consulting
#J-18808-Ljbffr