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 goal is to drive revenue growth by expanding the customer base and upselling existing clients.
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
Responsibilities
- 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
- Uncover needs, and present Heartland Point of Sale solutions to close sales in small to mid-sized businesses
- 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
Other
- 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.
- Responsible for prospecting new clients.
- Responsible for achieving minimum production requirements, including setting first time appointments, to secure quota.
- 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.
- Attend weekly team meeting and weekly one-on-one with leader.
- 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
- Enjoys cold-calling and speaking with people face to face
- Knowledge of Restaurant and/or Retail industry is a plus
- 18 years of age or older
- This position requires regular driving to visit client sites, therefore a valid drivers license is necessary
- In accordance with state law, a background check will be conducted after a conditional offer of employment
- Completion of mandatory drug screening on or near 60th day of employment
- Live in area relative to job posting location
- Ability to be in the field, a minimum of 75% of the time
- High school diploma/GED
- At least two years of relevant experience
