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Sales Representative - Software

Heartland

From $40,000
Sep 3, 2025
Napa, CA, USA
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Heartland, a Global Payments Company, is looking to solve the problem of connecting with and closing sales with small to mid-sized merchants, restaurateurs, and businesses by employing Software Relationship Managers who can effectively present and sell their cloud-based Point of Sale solutions.

Requirements

  • Using our CRM platforms Atlas and Salesforce, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing.
  • High school diploma/GED
  • 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.
  • 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.

Other

  • Responsible for prospecting new clients.
  • Responsible for achieving minimum production requirements, including setting first time appointments, to secure quota.
  • Attend weekly team meeting and weekly one-on-one with leader.
  • 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