Demo

Workplace Consultant

Coakley Brothers Company
Milwaukee, WI Full Time
POSTED ON 12/20/2025
AVAILABLE BEFORE 1/19/2026
Workplace Consultant Milwaukee, WI · Reposted 2 weeks ago · 14 applicants Promoted by hirer · Actively reviewing applicants On-site Full-time About the job Summary Under the direction of the Director of Sales, the Workplace Consultant generates revenue by developing new business relationships through prospecting, qualification and closing sales. This highly skilled individual will regularly interact with multiple internal departments, contractors, and clients to ensure a successful and remarkable experience for our clients from the initial design interaction though project completion. Essential Duties and Responsibilities This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time. Develop, coordinate, and execute an effective sales strategy across assigned accounts and new business leads to meet sales goals Develop, maintain, and grow a top 80 list of targeted sales accounts Work in a team-selling environment with interior designers, project managers, quality assurance, and contractors to execute a full service offering to our clients Maximize penetration of new markets and develop strategies for retention of existing clients Display understanding and proficiency of estimating projects across all business units utilizing training and tools provided by the company Build and maintain close relationships with key decision makers Manage client expectations and contribute to the highest level of client satisfaction Grow new client opportunities by leveraging your networking skills – hunting for new accounts Build local business relationships with commercial real estate brokers, property managers, design community, vendors, etc. to identify early potential opportunities Work in a CRM platform to track business development efforts, opportunities, proposals and manage pipeline Utilize networking skills and effectiveness through attendance of industry networking events, seminars, and tradeshows Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience The position requires a bachelor’s degree or equivalent years of sales experience. Minimum of two years of successful business-to-business sales with a proven ability to meet sales goals through cold calling, networking, and referrals. Knowledge, Skills, and Abilities Excellent customer service and interpersonal skills CRM experience (Customer Relationship Management Software) Proficiency in Microsoft Office Suite; Word, Excel, and PowerPoint and able to function using emerging technologies (tablet/mobile devices, AV connectivity, etc., to support the sales process Advanced presentation, verbal, and written communication skills Ability to prioritize and manage multiple tasks – time management skills Demonstrated analytical, negotiating, and problem-solving skills Ability to work and thrive in a team environment Ethical business attitude and positive demeanor Confident and determined approach to sales efforts Basic understanding of margin profitability and tracking costs throughout a projects life cycle Ability to provide clear and concise direction and delegate effectively Must exhibit and maintain strong work ethic, occasional extended hours, enthusiasm, excitement and passion about our industry and the sales process Physical Demands While performing the duties of this job, the employee is frequently required to sit; talk or hear; and use hands to finger, handle, or touch objects or controls. The employee is regularly required to stand and walk. On occasion the incumbent may be required to stoop, bend or reach above the shoulders. The employee must occasionally lift up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. The employee must maintain a valid driver's license and operable vehicle capable of driving extended miles for business usage. Work Environment The position is primarily an office-based position with the understanding a Workplace Consultant is out in the community working to find and close new business. The employee occasionally performs work-related travel, visits to job sites, and company-owned warehouse spaces. The above statements reflect the general details necessary to describe the principle functions of the occupation described and shall not be construed as a detailed description of all the work requirements that may be inherent in the occupation.

Salary.com Estimation for Workplace Consultant in Milwaukee, WI
$66,896 to $94,542
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