Workplace Consultant

Intivity•East Syracuse, NY

About The Position

The Workplace Consultant builds and manages direct customer relationships, executes the sales process within established guidelines, and delivers tailored solutions that meet client needs. The role promotes the value of Intivity’s products and services, identifies new business opportunities, and contributes to customer satisfaction and retention. Using industry knowledge, CRM tools, and market insights, the Workplace Consultant supports revenue growth, fosters internal and external relationships, and helps position Intivity as a trusted workplace-solutions partner. The role is part of the Sales division, is full-time and exempt, and reports to the Sales Manager. It has no supervisory responsibilities. The Workplace Consultant is expected to perform assigned duties professionally, promptly, and accurately and to follow company safety policies and applicable local regulations.

Requirements

High school diploma or equivalent preferred; a bachelor’s degree is listed in the minimum qualification standards.
One to two years of related experience and/or training, or an equivalent combination of education and experience.
Valid Non CDL-C driver’s license at hire and throughout employment, free of major infractions and acceptable to the company’s insurance carrier.
Computer proficiency with word processing, data entry, spreadsheets, and report generation using standard software applications.
Knowledge of Microsoft Word, Microsoft Excel, Microsoft Outlook, and DDMS.
Ability to make administrative and procedural decisions and judgments.
Ability to work independently, investigate problems, initiate solutions, meet deadlines, and manage multiple tasks.
Ability to maintain professional conduct and personal appearance.
Strong organizational skills and ability to manage multiple projects and details simultaneously.
Strong verbal and written communication skills, including sensitivity when handling confidential information.
Ability to analyze and solve problems and maintain accurate records and data files.
Ability to operate office equipment, including a computer, printer, telephone, fax machine, photocopier, and scanner.
Ability to climb, stoop, kneel, sit, stand, walk, push, pull, grasp, talk, and hear; occasionally lift or move up to 10 pounds.
Ability to articulate clearly and conduct oral presentations.
Ability to travel by automobile and/or airplane.

Nice To Haves

High school diploma or equivalent is preferred.
Experience or training related to the role, or an equivalent combination of education and experience.

Responsibilities

Serve as the primary customer contact and trusted advisor throughout the sales lifecycle; build and maintain long-term client relationships, support satisfaction and retention, and make site visits as needed.
Coordinate with internal departments, including design, account management, and project management, to align resources with customer needs; obtain and follow up on credit applications and payment terms under company policies.
Identify, qualify, and develop business opportunities through networking, referrals, industry associations, and digital tools; research target accounts, industry trends, and customer structures.
Conduct outreach, meetings, presentations, and follow-ups to advance sales opportunities; prepare quotations, proposals, and RFP responses within pricing and margin guidelines.
Forward approved quotes to Sales Support for order entry, submit sales funnel reports and project updates, maintain accurate CRM data, and attend daily and weekly sales huddles.
Assess customer needs and develop tailored solutions covering specifications, pricing, timelines, and delivery and installation logistics; collaborate internally to scope, budget, and execute solutions.
Help address price discrepancies, damage claims, authorization requirements, and purchasing or financing barriers in partnership with Credit and Collections and other relevant teams.
Communicate the value of Intivity’s office products, contract furniture, and service offerings, including design support, installation expertise, strategic partnerships, and customer-first service.
Represent Intivity at industry events, CEUs, and trade shows; use vendor relationships and certifications to support solution credibility.
Monitor competitors, pricing, products, services, delivery standards, client feedback, order patterns, and market shifts; share insights and recommend positioning, engagement, service, or process improvements.
Build relationships with architects and designers to gain early visibility into bid opportunities and project pipelines.
Maintain professional and technical knowledge through education, vendor training, and industry workshops; share best practices with peers and participate in training on CRM tools, sales methods, and product lines.
Stay current on company processes, pricing updates, and service capabilities to provide accurate client communication.
Follow company safety policies and procedures and perform other job-related duties as requested.