Sales Representative

Sales Representative – Document Management Solutions

Location: Charlotte, NC (Hybrid – Remote/On-site as needed)

Company: CST Data by Cornerstone

Employment Type: Full-Time

About CST Data by Cornerstone, a Division of Document Mountain

CST Data by Cornerstone helps organizations transition from paper to digital efficiency. We provide secure document scanning services and industry-leading document management software that streamline records access, improve compliance, and reduce storage costs. Our customers include local government agencies, housing authorities, and small to mid-sized businesses seeking better control over their information.

Position Overview

We're looking for a motivated Sales Representative to join our team and help grow our customer base while maintaining strong relationships with existing clients. The ideal candidate is an energetic communicator with a consultative approach who can identify customer needs and recommend solutions that include document scanning, digital conversion and workflow automation.

Key Responsibilities

Prospect and qualify new business opportunities through phone, email, networking, and industry events.

Conduct discovery meetings with potential clients to understand their document management challenges and goals.

Present solutions that include scanning services, document management software, workflow automation, and electronic forms.

Prepare and deliver proposals, pricing quotes, and sales presentations.

Follow up with existing customers to ensure satisfaction and uncover new opportunities for software modules, services, or upgrades.

Collaborate with technical and operations teams to develop scopes of work for proposals and ensure smooth project delivery.

Coordinate pickups with logistics department and help get records in house

Assist IT department in coordinating demonstrations of document management software

Maintain accurate activity and opportunity records in the company CRM.

Assist the accounting department in managing upcoming receivables, past due invoices, and general