Demo

Solutions Consultant

Heartland Business Systems
Eau Claire, WI Full Time
POSTED ON 12/30/2025
AVAILABLE BEFORE 1/28/2026
Job Type

Full-time

Description

Position Summary:

An HBS Solutions Consultant (SC) is involved in the sales process in all aspects of HBS technology solutions and services as it relates to short and long term goals and strategies of our customers. Not only the SC is there from the beginning, but also, takes ownership of their customer’s journey, building long-term client relationships while serving as a strategic technology and business advisor, helping clients reach their short- and long-term organizational goals. This individual will leverage their expertise and the expertise and skills of the HBS team to uncover customer needs, develop customized solutions, and ensure every interaction culminates in exceptional customer satisfaction.

This is a role designed for those passionate about leading from the front and making a definitive mark on the business landscape.

Roles and Responsibilities/ Essential Functions:

  • Meet or exceed projected sales goals.
  • Quote prices, credit terms and other bid specifications.
  • Analyze the client needs and interests and manage client satisfaction issues.
  • Answer customers' questions about products, prices, availability, product uses, and credit terms.
  • Negotiate prices and terms of sales and service agreements.
  • Maintain customer records, using CRM and other available tools.
  • Visit establishments to evaluate needs and to promote product or service sales.
  • Prepare sales contracts for orders obtained and submit orders for processing.
  • Verify that materials lists are accurate and that delivery schedules meet project deadlines.
  • Consult with engineers regarding technical problems.
  • Accurately forecast new business as it is being developed and closed.
  • Identify prospective customers by using business directories, following leads from existing clients, participating in organizations and clubs, and attending trade shows and conferences.
  • Collaborate with colleagues to exchange information such as selling strategies and marketing information.
  • Demonstrate and explain the operation and use of technical products to clients through telephone and in-person calls and presentations.
  • Promote company ability, reputation, products, systems, new techniques and other specialized technical knowledge throughout the particular industry.
  • Attend sales meetings and read related publications in order to keep current on products applications, technical service, market conditions, competitive activities, advertising, and promotional trends.
  • Initiate sales campaigns and follow marketing plan guidelines in order to meet sales and production expectations.
  • Contact new and existing customers to discuss their needs, and to explain how these needs could be met by specific products and services.
  • Study information about new products so that equipment and supplies can be accurately depicted and proper recommendations made.
  • Compute customer's installation or production costs, and estimate savings from new services, products, or equipment.

Requirements

Competencies:

  • Accountability - Ability to accept responsibility and account for his/her actions.
  • Ambition - The drive to achieve personal advancement.
  • Customer Oriented - Ability to take care of the customers’ needs while following company policy.
  • Decision Making - Ability to make critical decisions while following company procedures.
  • Goal Oriented - Ability to focus on a goal and obtain a pre-determined result.
  • Motivation - Ability to inspire oneself and others to reach a goal and perform to the best of their ability.
  • Presentation Skills - Ability to effectively present information publicly.
  • Relationship Building - Ability to effectively build relationships with customers and co-workers.

Required Experience:

  • 2 – 5 years of related sales experience

Preferred Experience:

  • Mentor or leadership experience

Required Skills, Education and/ or Certifications:

  • Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
  • High School Diploma or equivalent

Preferred Skills, Education and/ or Certifications:

  • Bachelor’s Degree

Equal Opportunity Employer - Including Disabled and Veterans

#HBS

Salary.com Estimation for Solutions Consultant in Eau Claire, WI
$83,855 to $106,687
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