Heartland, a Global Payments Company, is looking to solve the problem of expanding its customer base by closing sales of its business solutions with merchants. The company aims to achieve this by hiring Software Relationship Managers (SRMs) who will prospect and present their cloud-based Point of Sale solutions to small and mid-sized businesses.
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.
- Demonstrating our cloud based Point of Sale solution
- Knowledge of Restaurant and/or Retail industry is a plus
- At least two years of relevant experience
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
- 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.
- Using our CRM platforms Atlas and Salesforce, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing.
Other
- 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”
