Sales Consultant
About the role
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.
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
Requirements
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
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.