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Software Relationship Manager

Heartland

From $40,000
Aug 12, 2025
Remote, US
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Heartland, a Global Payments Company, needs to expand its customer base by prospecting and closing sales for its cloud-based Point of Sale solutions with small and mid-sized merchants, restaurateurs, and 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.
  • 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

  • Prospecting new clients.
  • 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.
  • 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

  • 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
  • Awareness
  • Driven
  • Resilient
  • Respectful
  • Committedness