Senior Inside Sales Representative

HEARTLAND BUSINESS SYSTEMS LLC • Brookfield, WI

6d

About The Position

The Senior Inside Sales Representative (Sr. ISR) supports Solutions Consultants by introducing product offerings throughout the sales process to established accounts. The role focuses on quality work, excellent customer service, increasing sales, and building long-term consultative relationships with existing customers to expand services and improve results across the Sales organization.

The Sr. ISR serves as the main point of contact for assigned customers and manages sales, service, and support cycles from start to finish, coordinating quotes, orders, paperwork, delivery, installation, and post-install follow-up. The role also supports client meetings and projects, works with vendors on pricing, coordinates with internal teams, assists with quarterly business reviews, and mentors less experienced Inside Sales Representatives.

Requirements

• Bachelor’s degree or equivalent experience.
• At least 2 years of administrative experience in an Inside Sales or Account Specialist role.
• High attention to detail, aptitude to learn, and ability to multitask effectively and manage multiple projects.
• Proficiency using a computer and Microsoft Office software.
• Outcome-focused mindset.
• Strong prioritization skills.
• Team-oriented approach.
• Professional attitude and respectful demeanor.
• Complete certifications as required by the business unit; external hires must complete them within the first 18 months of employment.

Responsibilities

• Gather information from clients and partners to plan and schedule client meetings and events, and assist with client project coordination.
• Quote and process orders for the full range of service offerings, including high-end solutions, phone systems, networks and servers, and virtualization.
• Collect and process customer paperwork, including credit applications, signed standard terms, and labor blocks.
• Work with vendors and manufacturers to negotiate discounts and appropriate pricing as required.
• Liaise between Accounting and Solutions Consultants regarding collection issues, order questions, service block follow-up, missing signatures, and other problems; escalate ongoing or urgent issues as needed.
• Understand customers' current solutions to identify new opportunities and communicate them to the appropriate Solutions Consultant.
• Provide ideas for improving sales support processes and collaborate with other Inside Sales Representatives to foster a team atmosphere.
• Build positive working relationships with colleagues in Sales, Finance, and Engineer/Service organizations.
• Partner with internal resources to schedule services and product delivery.
• Serve as the primary contact for assigned customers, maximize existing client relationships, and facilitate resolution of matters within Heartland.
• Maintain daily customer communication touchpoints and ensure responses within two hours.
• Attain the Microsoft AZ-900, AI-900, MS-900, and SC-900 certifications, as well as the Cisco Black Belt Stage 1 Sales Certification.
• Manage sales, service, and support cycles from beginning to end, ensuring quoted products and services are delivered and installed as expected.
• Achieve individual sales goals determined by account load and line of business.
• Meet expected monthly sales goals for the assigned sales team.
• Provide post-install support, follow up with customers to address concerns, and ensure hardware and software registrations are recorded for future tracking.
• Handle complex issues and refer only the most complex issues to higher-level staff.
• Assist Solutions Consultants in delivering quarterly business reviews to clients.
• Mentor less experienced Inside Sales Representatives by assisting with training and answering questions.
• Perform other duties as assigned.

Benefits

• Competitive compensation package, which may include bonuses, incentives, commission, fair wage, retirement plans, and benefits with HSA-compatible plans.
• Growth opportunities.
• Community involvement.
• Personal development.
• Employee and family celebrations.
• Green initiatives.
• Personal time off.
• Work-life balance.
• Recognition and awards.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior