Sales Consultant

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 lifecyclefrom initial outreach through closeand 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. Benefits are subject to eligibility requirements and plan terms.

Behaviors:

Innovative: Consistently introduces new ideas and demonstrates original thinking

Enthusiastic: Shows intense and eager enjoyment and interest

Motivations:

Self-Starter: Inspired to perform without outside help

Entrepreneurial Spirit: Inspired to perform well by an ability to drive new ventures within the business

Goal Completion: Inspired to perform well by the completion of tasks

Financial: Inspired to perform well by monetary reimbursement

Flexibility: Inspired to perform well when granted the ability to set your own schedule and goals

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.