Workplace Consultant

Position:       Workplace Consultant                                                

Reports to:   Vice President of Sales                    

Basic Function: Develops new business through prospecting, networking, cold calling and servicing existing accounts.  Manages life cycle of order process; partners with Credit Department in collection of delinquent funds; delegates and helps prioritize the activities of Sales Coordinators in conjunction with Director of Order Fulfillment.  Meets and often exceeds sales volume and profit goals.

Job Responsibilities:

Identifies prospects and potential customers through referrals, networking, associations, business journals, web sites, etc.

Researches and investigates all prospects’ product, industry, structure, and potential as future client in order to qualify lead and develop an effective call or first contact strategy and sales plan

Executes call or first contact strategy and establishes rapport or follow-up with prospects; schedules consultative meetings and presentations to obtain future business

Develop, administer and adjust content of sales presentations in accordance with prepared sales plan

Prepare quotations and RFPs for the client’s review:

Develop and enter a budget, create pricing, determine profit margin, and align internal resources (project management, design, account management, and other [organization] services for execution of sale.  Outlining product specifications, customer pricing, delivery and installation timeframes, as well as the team’s and company’s capabilities by identifying the customers’ needs, budgets and timeframes.

Forward client approved quotes to Sales Administration for order entry and order maintenance, per [organization] guidelines.

Ensure smooth installation by preparing instructions for delivery and installations, monitoring the preparation plans for installation, coordinating with Sales Administration, Project Management, and Account Management and attending installation if required.

Ensure punch list is completed by following up with Project Manager and Lead Installer on post-installation audit to ensure all items are ordered, installed and repaired.

Comply with [organization] Credit and Collections’ policy and procedures by obtaining credit information, providing the customer with credit application and following up with the client to ensure application is completed accurately and returned; review [organization] terms and conditions with the customer and receives authorizing signature.  Secures the customers’ deposit and review the customers’ purchase orders and purchasing policies to remove any payment obstacle(s).

Collect delinquent funds by serving as a liaison between the customer and Credit and Collections to resolve price discrepancies, damage and authorization issues.  Resolve credit holds by communicating the clients’ needs regarding payment and financing with Credit and Collections.

Maintain professional and technical knowledge by attending company and vendor sponsored educational and product workshops; reviewing professional publications; establishing personal networks; and participating in professional societies.

Keep management informed by submitting planning reports and project updates.

Monitor competition by gathering current marketplace information on pricing, products, new products and delivery schedules.  Recommend to Sales Manager improvements in products, services, and methods by evaluating results and competitive developments.

Contribute to team effort by supporting related goals.

Obtain new product orders by servicing existing accounts through continuous needs analysis and follow-up.

Performs special projects as assigned.

Qualifications

Skills & Abilities:

• PC Skills: Microsoft Windows including Word, Excel, PowerPoint and Publisher
• Understanding of Hedberg /completion of Hedberg training
• Strong oral, presentation, written & interpersonal skills. Ability to work well as part of a team.
• Self-directed; takes initiative; resourceful; good problem solving ability and follow through
• Clear and professional communication skills, including verbal, written and listening skills
• Detail oriented with strong organizational and scheduling skills
• Strong analytical and problem solving skills
• Works well in a multi-task organization
• Diplomatic, polished professional appearance
• Is goal-oriented and motivated to succeed
• Demonstrates enthusiasm and optimism
• Design experience/background or furniture dealership experience preferred

Level of Education/Training/License:

BA/BS degree preferred

Experience:

Three+ years sales experience with measurable success, preferably with business-to-business exposure.

Excellent compensation package and benefits provided!