Senior Inside Sales Representative

Heartland Business Systems • Brookfield, WI

5d

About The Position

The Senior Inside Sales Representative (Sr. ISR) supports Solutions Consultants throughout the sales process by introducing product offerings to established accounts, providing quality work and excellent customer service, and increasing sales. The role builds long-term consultative relationships with current customers to expand services and improve results across the Sales organization. The Sr. ISR is the main point of contact for assigned customers and manages sales, service, and support cycles from beginning to end, helping ensure quoted products and services are delivered and installed as expected. Daily customer communication touchpoints are expected, with responses provided within two hours.

The position also supports client meetings and projects, coordinates with vendors and internal teams, assists with sales process improvements, and helps resolve customer and order issues. It includes post-installation follow-up, sales goal attainment, assistance with quarterly business reviews, and mentorship of less experienced Inside Sales Representatives. Required certifications include Microsoft AZ-900, AI-900, MS-900, and SC-900, as well as Cisco Black Belt Stage 1 Sales Certification. External hires must complete required certifications within their first 18 months of employment.

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, ability to multitask effectively, and ability to manage multiple projects.
• Proficiency using a computer and Microsoft Office software.
• Outcome-focused mindset.
• Strong prioritization skills.
• Team-player attitude.
• Professional attitude and respectful demeanor.
• Complete certifications 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 coordinating client projects.
• 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 needed.
• 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 when needed.
• Understand customers’ current solutions, identify opportunities, and communicate them to the appropriate Solutions Consultant.
• Suggest improvements to sales support processes and collaborate with other Inside Sales Representatives to foster a team environment.
• Build positive working relationships with colleagues in Sales, Finance, and Engineering/Service organizations.
• Coordinate with internal resources to schedule services and product delivery.
• Serve as the main point of contact for assigned customers, maximize existing client relationships, and facilitate resolution of customer matters within Heartland.
• Maintain daily customer communication touchpoints and respond within two hours.
• Attain the required Microsoft and Cisco certifications.
• Manage sales, service, and support cycles from beginning to end to help ensure quoted products and services are delivered and installed as expected.
• Achieve individual sales goals determined by account load and line of business, and meet assigned sales team monthly sales goals.
• Provide post-installation support and follow up with customers to confirm concerns have been addressed and hardware and software registrations are recorded.
• Handle complex issues and refer only the most complex issues to higher-level staff.
• Assist Solutions Consultants with quarterly business reviews for clients.
• Mentor less experienced Inside Sales Representatives by providing training or answering questions.
• Perform other duties as assigned.

Benefits

• Competitive compensation package, which may include bonus, incentive, 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