Heartland Business Systems

Sales

• Define and drive architectural strategy that aligns technical solutions with customer outcomes
• Balance presales leadership, technical enablement, and project delivery oversight
• Partner closely with sales teams to develop tailored solution designs and proposals
• Provide leadership to Engineering teams by mentoring engineers and ensuring consistent delivery excellence
• Collaborate with customers and internal teams to design innovative technology solutions

Presales Principal Architect

• Lead all presales efforts across assigned region(s), market(s), or technologies as a technical overlay, aligning with regional targets.
• Collaborate with sales teams to create solution designs, technical roadmaps, and proposals aligned to customer needs.
• Deliver technical presentations, demos, and workshops as the technical face of the organization in presales engagements.
• Mentor account teams on technical strategy and assist sales leadership with presales enablement initiatives.
• Partner with preferred and supported vendors to drive solution adoption and support vendor-specific goals.
• Ensure timely, high-quality turnaround of bills of materials, scopes of work, and other sales-related deliverables in alignment with established SLAs.
• Serve as Project Lead Engineer (PLE) on select large-scale and complex engagements, providing technical leadership and architectural oversight.
• Guide Engineering teams during delivery to ensure architectural integrity, quality standards, and alignment to the sold solution.
• Partner with Project Management as needed to support technical planning, risk identification, and solution clarification, without assuming project management or status reporting responsibilities.
• Define, maintain, and evolve reference architectures that standardize solution design, enable repeatable presales execution, and support scalable delivery across regions.
• Work collaboratively within regional and cross-regional practices, maintaining alignment to utilization and growth goals.
• Maintain current industry and vendor-specific certifications and stay informed on emerging solutions for both presales and delivery impact.
• Mentor and develop engineers through our accelerated mentorship program to strengthen regional presales and delivery capabilities.
• Collaborate with Sales leadership on technical strategy alignment and presales training programs.

Data Analyst

• Develop, deploy, and maintain BI interfaces
• Transform data into meaningful information for business decisions
• Create dashboards and visual depictions of data to reveal patterns, trends, or correlations
• Identify and expand opportunities within client environments
• Provide consulting services to clients on data strategy
• Design the process for customer data collection and modeling
• Lead BI software development, deployment and maintenance
• Conduct end user training on BI tools

Senior Data Analyst

• Lead all presales efforts across assigned region(s), market(s), or technologies as a technical overlay, aligning with regional targets.
• Collaborate with sales teams to create solution designs, technical roadmaps, and proposals aligned to customer needs.
• Deliver technical presentations, demos, and workshops as the technical face of the organization in presales engagements.

Account Executive

• Quote and process orders for high end solutions, including phone systems, network and servers, virtualization, etc.
• Work closely with our vendors/manufactures to negotiate discounts and proper pricing as required.
• Manage all aspects of the sales, service and support cycles from beginning to end.
• Partner with internal resource for scheduling of services and product delivery.
• Achieve individual sales goal determined by account load and line of business.
• Reach expected monthly sales goals of assigned sales team.
• Gathers information from clients and partners to plan and schedule client meetings and other events.
• Act as the liaison between Accounting and the Solutions Consultants for collection issues.
• Escalate ongoing or urgent issues to the Solutions Consultant for resolution.
• Collect and process paperwork from customers.
• Understand solutions currently utilized by customers to identify new opportunities.

Inside Sales Representative

• Introduce product offerings throughout the entire sales process to established accounts
• Ensure quality of work and excellent customer service while increasing sales
• Build long-term consultative relationships with accounts to increase sales and profits
• Quote and process orders for high end solutions, including phone systems, network and servers
• Work closely with vendors/manufactures to negotiate discounts and proper pricing
• Manage all aspects of the sales, service and support cycles from beginning to end
• Partner with internal resource for scheduling of services and product delivery
• Achieve individual sales goal determined by account load and line of business
• Reach expected monthly sales goals of assigned sales team
• Gather information from clients and partners, plan and schedule client meetings and events
• Act as a liaison between Accounting and Solutions Consultants for collection issues and order questions
• Collect and process paperwork from customers
• Understand solutions currently utilized by customers to identify new opportunities
• Provide innovative ideas on sales support process improvements
• Collaborate with other ISR’s to build a team atmosphere

• Quote and process orders for high end solutions, including phone systems, network and servers, virtualization, etc.
• Work closely with our vendors/manufactures to negotiate discounts and proper pricing, as required.
• Manage all aspects of the sales, service and support cycles from beginning to end to ensure all quoted products and services are delivered and installed as expected.
• Partner with internal resource for scheduling of services and product delivery.
• Achieve individual sales goal determined by account load and line of business.
• Reach expected monthly sales goals of assigned sales team.
• Gathers information from clients and partners, to plan and schedule client meetings and other events, and assists with the coordination of client projects.
• Act as the liaison between Accounting and the Solutions Consultants for collection issues, order questions, service block follow-up, missing signatures, and any other problem situation.
• Escalate ongoing or urgent issues to the Solutions Consultant for resolution, as needed.
• Collect and process paperwork from customers to include credit applications, signed standard terms, labor blocks, etc.
• Understand solutions currently utilized by customers to identify new opportunities and communicate these to the appropriate solutions consultant.
• Handle basic issues and problems and refers more complex issues to higher-level staff.
• Provide innovative ideas on sales support process improvements.
• Collaborate with other ISR’s to build a team atmosphere.
• Develop positive relationships with colleagues in the Sales, Finance and Engineer/Service organizations.
• Perform other duties, as assigned.

Sales Engineer

• Own the presales architecture strategy across infrastructure, cloud, and managed services offerings.
• Develop and maintain standardized reference architectures, solution bundles, and presales design patterns.
• Provide executive-level technical leadership for complex or strategic sales opportunities.
• Partner with Sales leadership to improve sales process maturity, deal quality, and technical qualification.
• Develop and deliver presales training for Sales Engineers, Architects, and Account Executives.
• Participate in All-Hands Sales Calls (AHSC) and sales leadership forums.
• Develop, integrate, and maintain presales tooling, templates, discovery frameworks, and estimation methodologies.
• Maintain executive relationships with strategic vendors and partners.
• Ensure presales solutions align with vendor programs, certifications, and go-to-market strategies.
• Lead, coach, and develop presales architecture resources.
• Participate in recruiting, hiring decisions, and internship programs related to presales roles.

Director of Engineering – Presales Architecture

• Own the presales architecture strategy across infrastructure, cloud, and managed services offerings.
• Develop and maintain standardized reference architectures, solution bundles, and presales design patterns.
• Provide executive-level technical leadership for complex or strategic sales opportunities.
• Partner with Sales leadership to improve sales process maturity, deal quality, and technical qualification.
• Develop and deliver presales training for Sales Engineers, Architects, and Account Executives.
• Maintain executive relationships with strategic vendors and partners.

Program Manager

• The Customer Success Program Manager will work with the internal team to assist customers in articulating desired business outcomes.
• Drive effective achievement of targeted outcomes through adoption, expansion, and retention of HBS CISCO offerings.
• Develop and document successful customer outcomes, turning customers into advocates for the company.
• Clearly articulate success, milestones, and value across products and map these to customer’s business/technology objectives.
• Coordinate efforts across internal teams to support customer outcomes (Engineering, Project Management, Customer Success and Managed Services).
• Ensure that products are delivering promised value to customers.
• Establish a baseline for the Customer, including current state (products, usage, health scores).
• Establish Business alignment by understanding customer business goals, environment, pain points and operational maturity.
• Execute on Adoption Strategy Project Plan to drive adoption and utilization of services and solutions.

Customer Success Program Manager

Manager

• The Applications Practice Manager plays a pivotal role in driving revenue growth and customer success for HBS by leading a high-performing team of Team Leads and direct reports
• This position is responsible for building and nurturing a results-driven organization focused on delivering innovative, customer-centric solutions that align with both Microsoft’s and HBS’s strategic vision
• The Practice Manager will closely engage with customers to understand their business needs, foster strong relationships, and support the sales process from pre-sales through delivery
• By empowering their team, setting clear performance expectations, and championing best practices, the Practice Manager ensures exceptional service delivery while shaping technology strategy and advancing the organization’s market leadership.

Applications Practice Manager – Data Solutions

• The Applications Practice Manager plays a pivotal role in driving revenue growth and customer success for HBS by leading a high-performing team of Team Leads and direct reports.
• This position is responsible for building and nurturing a results-driven organization focused on delivering innovative, customer-centric solutions that align with both Microsoft’s and HBS’s strategic vision.
• The Practice Manager will closely engage with customers to understand their business needs, foster strong relationships, and support the sales process from pre-sales through delivery.
• By empowering their team, setting clear performance expectations, and championing best practices, the Practice Manager ensures exceptional service delivery while shaping technology strategy and advancing the organization’s market leadership.

Solutions Engineer

• Drive growth in existing customer base by identifying opportunities to introduce additional HBS and Microsoft solutions and services
• Identify customer prospects through Microsoft Co-selling, client referrals, association and industry group participation, and conference/tradeshow attendance
• Co-sell with Microsoft by conducting Rhythm of Business (ROB) meetings with sellers
• Provide sales support by assisting other HBS Solutions Consultants
• Be an expert on Microsoft technologies and products by obtaining certifications
• Understand Microsoft’s partner sales motions, financial incentives, and go-to market strategies
• Serve as the central coordinator between internal teams and Microsoft
• Address customer inquiries on products, services, pricing, availability, usages, and credit terms with expert precision
• Make onsite visits to engage with customers
• Forecast sales opportunities accurately following the Microsoft Customer Engagement Methodology (MCEM)

Solutions Consultant – Microsoft Sales

• Drive growth in existing customer base by identifying opportunities to introduce additional HBS and Microsoft solutions and services
• Identify customer prospects through Microsoft Co-selling, client referrals, association and industry group participation, and conference/tradeshow attendance
• Co-sell with Microsoft by conducting Rhythm of Business (ROB) meetings with sellers, bringing them into established accounts, and selling HBS into their customer base
• Provide sales support by assisting other HBS Solutions Consultants with selling our Applications services within their customer base
• Be an expert on Microsoft technologies and products by obtaining certifications
• Understand Microsoft’s partner sales motions, financial incentives, and go-to market strategies to enrich the sales process within HBS
• Serve as the central coordinator between internal teams and Microsoft to meet partnership goals and drive revenue growth
• Support the HBS technical teams with Microsoft customer references
• Address customer inquiries on products, services, pricing, availability, uses, and credit terms
• Craft compelling proposals covering prices, funding details, and solution design specifics
• Conduct onsite visits, when applicable, to engage with customers to better understand their business needs
• Utilize CRM and Microsoft Partner Center to maintain meticulous customer opportunities and referrals
• Forecast sales opportunities accurately
• Collaborate with internal stakeholders to ensure the proper allocation and utilization of engineering resources
• Invest in team members’ growth and development by exchanging valuable insights and successful selling strategies
• Demonstrate technical solutions and services by articulating HBS’s business value portfolio to clients via calls and presentations
• Champion our company’s capabilities, reputation, products, systems, services, and cutting-edge techniques across multiple industries nationwide
• Execute integrated sales and marketing campaigns to achieve sales goals
• Meet or exceed sales targets by leveraging dynamic sales strategies

• Drive growth in existing customer base by identifying opportunities to introduce additional HBS and Microsoft solutions and services
• Identify customer prospects through Microsoft Co-selling, client referrals, association and industry group participation, and conference/tradeshow attendance
• Co-sell with Microsoft by conducting Rhythm of Business (ROB) meetings with sellers
• Provide sales support by assisting other HBS Solutions Consultants with selling our Applications services
• Be an expert on Microsoft technologies and products by obtaining certifications
• Understand Microsoft’s partner sales motions, financial incentives, and go-to market strategies
• Serve as the central coordinator between internal teams and Microsoft to meet partnership goals and drive revenue growth
• Address customer inquiries on products, services, pricing, availability, uses, and credit terms with expert precision
• Conduct onsite visits to engage with customers to better understand their business needs
• Utilize CRM and Microsoft Partner Center to maintain meticulous customer opportunities and referrals
• Forecast sales opportunities accurately as they initiate, develop and close following the Microsoft Customer Engagement Methodology (MCEM)
• Collaborate with internal stakeholders to ensure the proper allocation and utilization of engineering resources to drive revenue growth
• Invest in team members’ growth and development by exchanging valuable insights and successful selling strategies