Heartland, a Global Payments Company, is looking to solve the problem of acquiring new small and mid-sized merchants, restaurateurs, and businesses by employing Software Relationship Managers to prospect and close sales of 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.
- 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.
- 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
- 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.
- 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.
- 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
