What are the responsibilities and job description for the Sales Consultant position at DOCUmation?
Position: Sales Consultant
Department: Sales
Salary Grade: DOE
FLSA Status: Exempt
Company Overview
DOCUmation is a privately held technology solutions company providing managed IT, print, software, and communications services to organizations across Texas. Headquartered in San Antonio, DOCUmation partners with businesses to streamline operations, improve security, and support long-term growth.
Description
The role of the Consultant is to drive new business growth within an assigned territory while owning the full sales lifecycle—from initial outreach through close—and building long-term customer relationships based on trust and results.
Consultants work cross-functionally with IT, Software, and Print Specialists to identify opportunities, design the right solutions, and support outcomes aligned with customer goals. Success requires the ability to assess business needs and translate them into effective solutions, along with adaptability and consistent execution from prospecting through close.
Responsibilities
- Prospect and acquire new accounts through outbound outreach, referrals, and leads
- Manage opportunities from initial conversation through close
- Maintain accurate pipeline tracking and sales forecasts
- Partner with internal specialists to assess needs and recommend technology solutions
- Build and maintain long-term customer relationships within your territory
- Meet or exceed individual and team sales goals
- Research accounts and industries to identify growth opportunities
- Participate in sales meetings, training, and company events
- Provide clear, measurable updates to leadership on activity
- Support cost-benefit analysis for proposed solutions
Experience & Required Skills
- Ability to engage prospects and build professional relationships
- Strategic prospecting
- Strong communication, negotiation and interpersonal skills helpful
- Product knowledge is a plus
- Basic knowledge of Microsoft Office products
Education & Certification
- High School Diploma or GED
Physical Requirements
- Ability to sit for prolonged periods of time, including as a driver or passenger in an automobile.
- Ability to lift, carry, and otherwise transport work-related materials that frequently weigh up to 25 lbs. and that may occasionally weigh in excess of 25 lbs.
- Ability to utilize a computer keyboard, computer monitor, and telephone for prolonged periods of time.
Benefits
- Parental and caregiver leave
- Tuition reimbursement.
- Paid holidays.
- 401(k) plan with employer match.
- Comprehensive benefit coverage options
- Company-paid life and disability insurance
This job description outlines the primary duties and responsibilities of the role but is not intended to be an exhaustive list. DOCUmation reserves the right to modify, add, or remove duties as business needs require. DOCUmation is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, or protected veteran status. These physical requirements are representative of those required to perform the essential functions of the job, with or without reasonable accommodation. Benefits are subject to eligibility requirements and plan terms