Senior Solutions Consultant

Heartland Business Systems•Tulsa, OK

About The Position

An HBS Senior Solutions Consultant participates in all aspects of the sales process for HBS technology solutions and services, aligning them with customers’ short- and long-term goals and strategies. The role owns the customer journey and builds lasting client relationships while acting as a strategic technology and business advisor. The consultant identifies customer needs, develops customized solutions, and works to ensure exceptional customer satisfaction. The role may also extend beyond an individual portfolio through mentoring Associate Solutions Consultants and helping them develop their expertise. The position may involve leadership and mentorship, development of training plans, and leading projects or teams. It also includes a broad range of sales, account management, technical consultation, forecasting, and business development activities.

Requirements

  • Six or more years of related sales experience in the technology industry.
  • Advanced business knowledge and acumen.
  • Proficiency with Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint.
  • High school diploma or equivalent.
  • Outcome-focused mindset.
  • Strong prioritization skills.
  • Team-player approach.
  • Professional attitude and respectful demeanor.

Responsibilities

  • May provide leadership and mentorship to Associate Solutions Consultants.
  • May assist in developing Associate Solutions Consultant training and development plans.
  • May lead projects or teams.
  • Quote prices, credit terms, and other bid specifications.
  • Analyze client needs and interests and manage client satisfaction issues.
  • Answer customer questions about products, prices, availability, uses, and credit terms.
  • Negotiate prices and terms of sales and service agreements.
  • Maintain customer records using CRM and other available tools.
  • Visit establishments to evaluate needs and promote product or service sales.
  • Prepare sales contracts for orders obtained and submit orders for processing.
  • Verify materials lists for accuracy and confirm delivery schedules meet project deadlines.
  • Consult with engineers regarding technical problems.
  • Accurately forecast new business as it is developed and closed.
  • Identify prospective customers through business directories, existing-client leads, organizations and clubs, trade shows, and conferences.
  • Collaborate with colleagues to exchange selling strategies and marketing information.
  • Demonstrate and explain technical products and their operation and use through telephone and in-person calls and presentations.
  • Promote the company’s capabilities, reputation, products, systems, new techniques, and specialized technical knowledge within the industry.
  • Attend sales meetings and read related publications to stay current on product applications, technical service, market conditions, competitive activity, advertising, and promotional trends.
  • Initiate sales campaigns and follow marketing plan guidelines to meet sales and production expectations.
  • Contact new and existing customers to discuss their needs and explain how specific products and services could address them.
  • Study information about new products to accurately describe equipment and supplies and make appropriate recommendations.
  • Calculate customer installation or production costs and estimate savings from new services, products, or equipment.
  • Meet or exceed projected sales goals.
  • 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.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service