Sales Representative / Relationship Manager - (Financial Institutions) Job at Heartland, Pismo Beach, CA

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  • Heartland
  • Pismo Beach, CA

Job Description

Job Description

Job Description

Sales Representative / Relationship Manager - (Financial Institutions)

**This is a work-from-home field sales opportunity, and candidates must live locally.

Heartland is partnered with some of the most prestigious financial institutions in the country. These partnerships are the backbone of our shared growth, and it starts with great people.

As a Heartland Relationship Manager - Financial Institutions, you’ll be the charming liaison between our cutting-edge financial tech products and our beloved financial institutions. While growing their business, everybody wins! You’ll develop strong relationships and help grow our business by spreading the word about our amazing SaaS, Ecommerce, Payroll, and Payment solutions.

Your responsibilities will include attending branch meetings, cultivating leads, setting appointments, and educating business owners with your wit and wisdom as you uncover solutions to help them meet their business needs with Heartland’s innovative technologies.

We’re looking for a superstar who can sell face-to-face, over the phone, and even online using the latest meeting technology. Compensation for this role is based on performance, and you’ll enjoy aggressive weekly commissions, residuals, and portfolio ownership as you meet and exceed your targets.

Essential Duties

  • Regionally travel to your Financial Institution partner's branches daily, where you’ll be the rockstar they look forward to frequently seeing.
  • Communicate all activity with your branch partners.
  • Listen intently to your customer's needs, and match them with our fantastic products and services that will take their business to the next level.
  • Prospect for new leads, respond quickly to inquiries, and consistently close new merchant accounts every single month.
  • Be a problem-solver: overcome any customer objections, issues or concerns to ensure the sale.
  • Provide impeccable service to your merchants, building long-lasting relationships that keep them happy.Stay up-to-date with Heartland’s latest hardware, software, programs, and services so that you’re always ready to offer the latest and greatest solutions to your customers.

If you’re ready to bring your charm, wit, resiliency and tech expertise to Heartland, we’re ready to make magic happen. Apply now!

Responsibilities:

  • Generate a list of prospective businesses and manage the entire sales cycle from initial call to close, with experience in self-sourcing clients as a huge plus.
  • Attend training and team meetings with Heartland co-workers
  • Host meetings with your bank partners to keep them informed on our newest software solutions
  • Market additional Heartland products and services and share leads with others when appropriate
  • Conduct demos and develop a solution that best meets the prospect's needs.
  • Partner with teams across the business to ensure that expectations set during the sales process are met in delivery.
  • Leverage Atlas (our sales enablement tool) to manage all sales activities.
  • Understand the competitive landscape and determine how to best position Heartland.

Requirements:

  • Strong communication, organizational, and presentation skills with the ability to sell and negotiate at all decision-making levels.
  • Ability to work in a fast-paced, entrepreneurial environment.
  • Self-motivated, creative, and flexible with the ability to perform well under pressure.
  • Experience canvassing and cold-calling into various types of local businesses, with evidence of success preferred.
  • Knowledge of restaurant operations is a plus.
  • Sales experience preferred, as well as hunting for new clients.

Career Path

  • We're all about promoting from within based on merit, so the sky's the limit. Sales Leadership, Business Development, Revenue Operations... the world is your oyster.

Compensation - Benefits

  • It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy.
  • We're not messing around with compensation. A first-year professional may expect an average of $90,000 - $105,000+ if you are in the top 25% in the form of uncapped weekly commissions, lifetime residuals, and portfolio equity. Cha-ching!
  • We love a good pat on the back, so we've got various peer and company recognition programs to keep you feeling the love.
  • We know you're thinking about the future, so we've got a 401(k) and matching program to help you save up for your next yacht (or whatever floats your boat).
Company Description

Our culture is marked by authenticity, collaboration and a passion to create the ultimate entrepreneurial experience for our customers. We welcome and champion diverse backgrounds, both personally and professionally. Because we know unique experiences and perspectives bring our creativity to life, make us stronger and help us grow. Care, quality and acceptance are at the heart of everything we do. And you’ll never find yourself on an island: We value transparency, share praise and shoulder responsibility. That’s what it means to be a Heartlander.

Job Tags

Local area, Work from home, Flexible hours,

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