Ability to prospect and run Heartland Point of Sale presentations both in person and over the phone to small and mid-sized merchants, restaurateurs, and businesses
Capability to close deals within a fast sales cycle
Work closely with local District Manager to set appointments via network and referral partnerships
Run scheduled appointments, uncover needs, and present Heartland Point of Sale solutions
Use CRM platforms (Atlas and Salesforce) for lead generation, sales presentations, on-the-spot client financial analysis, and paperless contract processing
Achieve minimum production requirements, including setting first-time appointments
Responsibilities
Prospect new clients
Explain value proposition and demonstrate cloud-based Point of Sale solution
Upsell current clients on other Heartland products and services
Maintain regular communication with the Point of Sale District Manager
Close sales of business solutions with merchants
Maintain existing/prospective client records in CRM system (Atlas), including call notes, scheduled interactions, contact information, and other relevant data, in accordance with company policies
Report to a District Manager and receive coaching from a Director