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Outside Sales Representative

Stevens & Stevens BRM, Clearwater, Florida, United States, 34623

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Job Description Position Summary

The Outside Sales Representative is responsible for generating revenue by identifying, developing, and closing new business while expanding existing accounts. This is a field-based role focused on prospecting, relationship development, and solution-based selling.

The Outside Sales Representative is expected to meet or exceed defined sales goals, independently develop leads, effectively work company-provided leads, and cross-sell SSBRM’s full portfolio of records management solutions. Strong technical aptitude and the ability to sell imaging and digital services are essential.

Essential Duties and Responsibilities

Sales & Revenue Generation

Meet or exceed assigned sales quotas, revenue targets, and performance metrics.

Manage the full sales cycle, including prospecting, needs analysis, presentations, proposals, negotiation, and closing.

Drive recurring revenue growth by expanding existing accounts and securing long-term client relationships.

Prospecting & Lead Development

Generate new business through cold calling, referrals, networking, territory management, and independent research.

Effectively work inbound and company-generated leads while maintaining responsibility for building a self-sustained sales pipeline.

Identify and pursue prospects currently using competitors by uncovering service gaps, pricing concerns, and operational inefficiencies.

Solution & Cross-Selling

Sell and cross-sell SSBRM services, including imaging and digitization, microform, physical records storage, secure shredding, and bin rotation programs.

Identify cross-sell and upsell opportunities within each account to increase revenue and client retention.

Present bundled and customized solutions that align with client operational, compliance, and security needs.

Technology & Product Expertise

Demonstrate strong technical aptitude and the ability to confidently sell technology-driven solutions.

Explain imaging workflows, digital access, data security, and system integrations in clear business terms.

Maintain a thorough understanding of SSBRM products, services, and competitive differentiators.

Customer Relationship Management

Build and maintain professional relationships with decision-makers and key stakeholders.

Serve as the primary point of contact throughout the sales process and initial onboarding.

Collaborate with internal teams to ensure smooth implementation, indexing, and integration into the O’Neil system.

Reporting & Administrative Responsibilities

Accurately document all sales activity, contacts, opportunities, and forecasting data in the Prophet CRM system.

Prepare sales reports, forecasts, and updates as required by management.

Participate in sales meetings, training sessions, and performance reviews.

Qualifications Education & Experience

Associate degree preferred, or equivalent combination of education and experience.

2–5 years of successful outside B2B sales experience with a documented history of meeting or exceeding sales goals.

Experience selling records management, imaging, technology solutions, or related B2B services preferred.

Knowledge, Skills, and Abilities

Strong sales acumen with proven prospecting and closing skills.

Ability to independently generate leads and manage a sales territory.

High level of comfort selling technology-based and service-based solutions.

Excellent verbal, written, and presentation skills.

Strong organizational, time management, and follow-up skills.

Ability to work independently with minimal supervision.

Computer Skills Computer Skills

- Proficiency with CRM systems and standard business software, including word processing, spreadsheets, email, calendar tools, and internet-based research platforms.

Licenses & Requirements Licenses & Requirements

- Valid driver’s license and personal automobile insurance. - Ability to meet commercial insurance carrier guidelines.

Physical Demands

Regularly required to sit, stand, walk, and use hands to handle or reach.

Occasionally required to climb, balance, stoop, kneel, crouch, or crawl.

Must occasionally lift and/or move up to 50 pounds.

Vision requirements include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.

Work Environment

Field-based outside sales position with frequent local travel.

Moderate noise levels in office and warehouse environments.

Company Description

Offsite Records Storage & Management, Imaging & Destruction

Offsite Records Storage & Management, Imaging & Destruction

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