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Heartland Business Systems · 1 day ago

Solutions Consultant

Sun Prairie Town, WI

Full-time

Onsite

Entry, Mid Level

2+ years exp

Heartland Business Systems is seeking a Solutions Consultant I who will be involved in the sales process, focusing on the technology solutions and services to meet customer goals. This role requires building long-term client relationships and serving as a technology and business advisor, ensuring customer satisfaction through customized solutions.

ConsultingInformation ServicesInformation TechnologyLegalSoftware

Responsibilities

Meet or exceed projected sales goals

Quote prices, credit terms and other bid specifications

Analyze the client needs and interests and manage client satisfaction issues

Answer customers' 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 to promote product or service sales

Prepare sales contracts for orders obtained and submit orders for processing

Verify that materials lists are accurate and that 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 in order to keep current on products applications, technical service, market conditions, competitive activities, advertising, and promotional trends

Initiate sales campaigns and follow marketing plan guidelines in order to meet sales and production expectations

Contact new and existing customers to discuss their needs, and to explain how these needs could be met by specific products and services

Study information about new products so that equipment and supplies can be accurately depicted and proper recommendations made

Compute customer's installation or production costs, and estimate savings from new services, products, or equipment