Heartland, a Global Payments Company, is looking for a Software Relationship Manager (SRM) to prospect and close sales of their cloud-based Point of Sale solutions to small and mid-sized merchants, restaurateurs, and businesses. The role involves explaining the value proposition, demonstrating the product, upselling existing clients, and maintaining client relationships within a fast sales cycle.
Requirements
- Using our CRM platforms Atlas and Salesforce, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing.
- Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas.
- Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date.
Responsibilities
- Responsible for prospecting and running Heartland Point of Sale presentations both in person and over the phone to small and mid-sized merchants, restaurateurs, and businesses to ultimately close deals within a fast sales cycle.
- Demonstrating our cloud based Point of Sale solution
- Upselling current clients on other Heartland products and services
- Maintaining regular communication with the Point of Sale District Manager.
- Work closely with your local District Manager to set appointments with business owners in person via your network and referral partnerships that you build.
- Run scheduled appointments, uncover needs, and present Heartland Point of Sale solutions to close sales in small to mid-sized businesses.
- Responsible for prospecting new clients.
Other
- Excellent prospecting, communication, presentation, and networking skills
- Works well independently and as part of a team
- Incentive-driven sales “hunter”
- Professional demeanor and impeccable integrity
- High sense of urgency and innate sales talent
