Workplace Consultant

Intivity Inc•Town of DeWitt, NY

2d•$55,000 - $70,000

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 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, develops strong external and internal relationships, and helps position Intivity as a trusted partner in workplace solutions. The position is in the Sales division, is full-time and exempt, and reports to the Sales Manager. It has no supervisory responsibilities. The role includes customer visits, representing Intivity at industry events, and travel by automobile and/or airplane. Pay is listed as $55,000–$70,000 plus commission.

Requirements

Bachelor’s Degree.
One to two years of related experience and/or training, or an equivalent combination of education and experience.
A valid Non CDL-C driver’s license at the time of hire and throughout employment, free of major infractions and acceptable to the company’s insurance carrier.
Computer proficiency in word processing, data entry, spreadsheets, and report generation using standard software applications.
Ability to make administrative and procedural decisions and judgments.
Ability to work independently, investigate problems, initiate solutions, meet deadlines, and manage multiple tasks.
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 maintain a professional manner and personal appearance.
Ability to climb, stoop, kneel, sit, stand, walk, push, pull, grasp, talk, and hear.
Ability to 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 preferred.

Responsibilities

Serve as the primary customer contact and trusted advisor throughout the sales lifecycle, building long-term relationships and supporting customer satisfaction and retention.
Perform site visits as needed and coordinate with internal departments, including design, account management, and project management, to align support with customer needs.
Obtain and follow up on credit applications and payment terms in accordance with company policies.
Identify, qualify, and develop new business opportunities through networking, referrals, industry associations, and digital tools.
Research target accounts, industry trends, and customer structures to tailor outreach and consultative sales strategies.
Conduct calls, meetings, presentations, and follow-ups to advance sales opportunities.
Prepare quotations, proposals, and RFP responses in line with 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 sales huddles.
Assess customer needs and develop tailored solutions that address product and service offerings, specifications, pricing, timelines, and delivery and installation logistics.
Collaborate with internal teams to ensure customer solutions are appropriately scoped, budgeted, and executed.
Help resolve price discrepancies, damage claims, authorization requirements, and purchasing or financing barriers with relevant internal teams.
Communicate the value of Intivity’s office products, contract furniture, and service offerings, including design support, installation expertise, strategic partnerships, and customer-first culture.
Represent Intivity at industry events, CEUs, and trade shows, and leverage vendor relationships and certifications to support solution credibility.
Monitor competitors and market conditions, and share relevant insights with Sales Managers and Marketing.
Identify trends in client feedback, order patterns, and market shifts, and recommend service or process improvements.
Build relationships with architects and designers to identify bid opportunities and project pipelines.
Maintain professional and technical knowledge through education, vendor training, and industry workshops; share best practices and participate in training on CRM tools, sales methods, and product lines.
Stay current on company processes, pricing updates, and service capabilities.
Perform assigned duties professionally, accurately, and on time, and follow company safety policies and applicable local regulations.