Heartland Business Systems

Trainer

• Deliver 10–15 live instructor led training sessions per week, primarily remote and delivered via Microsoft Teams.
• Facilitate Microsoft 365 end user training courses, including but not limited to, Microsoft Teams 101 (Basics), Microsoft Teams 201 (Advanced), Microsoft Teams Phone, Microsoft Copilot Basics, Outlook productivity and best practices, OneNote usage and organization, OneDrive and storage best practices, SharePoint fundamentals, power user, and administrative concepts.
• Deliver Customer Immersion Experience (CIE) training covering cross application navigation and integrated Microsoft 365 workflows.
• Provide role based and scenario driven examples aligned to how customers actually work.
• Regularly update and maintain training materials to align with product enhancements, customer feedback and engagement insights, and evolving best practices across Microsoft 365 and Copilot.
• Own the training scheduling process, including session planning, calendar coordination, and capacity management.
• Ensure consistent, high quality learner experiences across all training engagements.
• Collaborate with presales, consulting, and marketing teams to align training offerings with customer needs.
• Create and publish regular social media content to promote training offerings, upcoming sessions, and learning outcomes.
• Contribute to internal and external blogs or posts related to Microsoft 365 adoption, enablement, and productivity.
• Communicate clearly with internal team members regarding schedules, deliverables, and training priorities.
• Build lasting customer relationships through exceptional facilitation, responsiveness, and professionalism.
• Engage in relevant user groups and community forums to build skillsets and strengthen the Heartland brand.
• Embrace new training topics, delivery formats, and related workstreams as business needs evolve.
• Meet annual billable hour goal, as defined by HBS.

Microsoft 365 Trainer – I

Engineer

• Respond to auto generated ticket alerts both critical and non-critical.
• Monitor and work tickets in ticket system for client submitted requests.
• Acknowledge and respond to tickets based on Managed Services SLA.
• Be part of a phone call queue for client call in requests.
• Review monthly client reports and provide resolutions solutions based on generated reports.
• Escalate tickets to internal departments and clients IT departments.
• Perform proactive maintenance duties such as switch/firewall/routers upgrades, server patches, workstation patches, firewall rules, etc.
• Remote application and hardware support for switches, routers, firewalls, servers, and storage.
• Monitor and analyze customer networks, systems, backups, and security appliances.
• Work with customer’s primary field engineer to perform work on an as needed basis.
• From time to time, project manage internal department initiatives.
• Contribute and enhance internal department process/system documentation
• Follow policies and procedures on a department and per client basis.
• Conduct training of customers or colleagues in both formal and informal environments.
• Maintain documentation of customer technical information as it relates to procedures, servers, applications, infrastructure, and remote support instructions.
• Be part of an on call after hours/weekend on call rotation every 8-10 weeks(additional compensation).

Managed Services Engineer II

Accountant

• Work on a range of projects related to the accounting function of the organization
• Utilize Generally Accepted Accounting Principles (GAAP)
• Provide leadership, coaching, and/or mentoring to subordinate groups
• Perform account reconciliation, financial statements analysis, billing method reviews, and other finance related activities
• Participate in the month end close process with responsibility to meet target dates
• Identify and implement process efficiencies related to the accounting function including month end close processes
• Prepare monthly and quarterly account reconciliations
• Prepare monthly and quarterly journal entries
• Prepares, analyzes, and reviews financial statements using accounting principles
• Create and maintain Accounting policies and procedures
• Maintain Fixed Asset Module
• Reconcile Inventory Balances and propose appropriate adjustments
• Perform variance analysis at month end to ensure accuracy of account balances
• Responsible for general ledger account set up and maintenance
• Responsible for Bank Reconciliations and Cash Projection Reporting
• Support external audit requests as needed

Accountant II

Systems Engineer

• Develop, implement, and support system related services and solutions for consulting clients
• Build a customer-focused relationship with clients to identify business challenges
• Collaborate across multiple internal teams for successful delivery of work
• Provide support, maintenance, and administration for HBS’ customers
• Maintain current vendor/industry specific certifications and stay current on new products

Network Engineer

• Develop, implement, and support network services and solutions for consulting clients.
• Build a customer-focused relationship with clients to identify business challenges and develop specifications and requirements.
• Collaborate and be a leader across multiple internal teams to ensure successful delivery and timely of the scope of work.
• Provide senior level support, maintenance, and administration for customer networks.
• Create and maintain detailed documentation of past projects.
• Meet annual billable hour goal, as defined by HBS.

Senior Network Engineer

• Help develop, implement, and support networking related services and solutions for consulting clients.
• Work as a member of the HBS network team that provides consultative and proactive project support.
• Collaborate across multiple internal teams to ensure successful and timely delivery of the scope of work.
• Provide support, maintenance, and administration for HBS's customers.
• Provide time estimates and project scopes for systems related projects.
• Maintain current vendor/industry specific certifications.

Backend Engineer

• Develop, implement, and support network services and solutions for consulting clients
• Mentor and share skills with others
• Build customer-focused relationships with clients to identify business challenges
• Collaborate with Practice Leads to create and maintain documents and procedures
• Provide leadership and articulate project needs to the Management Team
• Lead Engineers on projects involving multiple technologies
• Provide updates on projects and proactively communicate with all parties
• Collaborate between different business units for a world class customer experience
• Demonstrate excellent communication skills in Team and customer meetings
• Contribute to product selection, research, and educate sales teams on offerings
• Maintain vendor/industry certifications and stay current on new products

Technical Architect – Networking

Consultant

• Provide business consulting, implementation, and support service activities focused on Microsoft ERP solutions related third party products.
• Address business problems by gathering information, analyzing, prioritizing, and evaluating options.
• Train and support users of Microsoft Dynamics ERP solutions and related tools.
• Build and maintain strong, loyal client relationships, managing implementations and guiding other consultants.
• Mentor and train other consultants on best practices, project methodology, and professional services.

Senior ERP Consultant

• Address business problems by gathering information, analyzing, prioritizing, and evaluating options, and then architecting integrated use of technologies to solve those problems.
• Train and support users of Microsoft Dynamics ERP solutions and related tools.
• Build and maintain strong, loyal, long term client relationships, managing implementations, guiding other consultants, and fulfilling the role of being a trusted business advisor.
• Apply proper accounting standards in planning and design decisions made relating to GP setup, process design flows, transactional testing and posting methodologies.
• Develop general business and industry specific knowledge of innovative and “best practices” procedures and techniques in order to assist clients in identifying and solving problems.
• Help lead practice building with improvements in methodology, internal processes, and solutions.
• Lead presales discovery and presentations (demonstrations); manage preparation and presentation of proposals.
• Develop the knowledge and skills required to identify client needs and related opportunities which can be addressed through services and products provided by Heartland Business Systems.
• Mentor and train other consultants on best practices, project methodology, and professional services.
• Create and maintain current vendor/industry specific certifications and stay current on new products and solutions by utilizing networks of resources.

• Address business problems by gathering information, analyzing, prioritizing, and evaluating options, and then architecting integrated use of technologies to solve those problems.
• Train and support users of Microsoft Dynamics ERP solutions and related tools.
• Build and maintain strong, loyal, long-term client relationships, managing implementations, guiding other consultants, and fulfilling the role of being a trusted business advisor.
• Apply proper accounting standards in planning and design decisions made relating to GP setup, process design flows, transactional testing and posting methodologies.
• Mentor and train other consultants on best practices, project methodology, and professional services.

Solutions Engineer

• Involved in all aspects of the sales process for HBS technology solutions and services
• Align customer needs with their short- and long-term goals and strategies
• Guide and support the customer journey by fostering long-term client relationships
• Serve as a strategic technology and business advisor
• Develop customized solutions for customers
• Ensure customer satisfaction and manage client issues
• Analyze client needs and interests
• Maintain customer records using CRM tools
• Collaborate with colleagues and trade shows and conferences to promote sales
• Prepare sales contracts and obtain orders for processing

Senior Solutions Consultant

Platform Engineer

• Meet annual billable hour goal, as defined by HBS.
• Provide 6 hours/week of support for project and escalated incident management tickets for current customers with focus on customer satisfaction and quality.
• Work with business leaders outside of IT to develop solutions.
• Introduce innovation to profitably grow each client’s business.
• Cultivate effective communication with others throughout all levels of the organization.
• Communicate key messages at both Executive and technical leadership levels.
• Be a thought leader on the team in designing, coding, unit testing software.
• Lead development activities using cutting edge technologies to match the fit for our customer from a time, budget, and technical needs.
• Estimate development effort required to deliver small and large projects.
• Mentor other developers in developing scalable, secure, responsive applications.
• Follow Agile development practices for delivering software components.
• Design reusable services and components to build composite applications.
• Provide leadership role in designing applications for our customers.
• Lead pre-sales activities including meeting prospective clients and using your expertise to highlight how Microsoft technologies can solve everyday problems; follow-on presales activities will include solution design, proposal writing, and project estimating.
• Dedicate time to researching, evaluating, and integrating new technologies related to Microsoft applications (SharePoint, Power Apps, Dynamics365 for Sales, and the broader suite of Microsoft productivity applications).

Senior Power Platform Engineer

• Join the Dynamics 365 team as a cross-domain engineer.
• Be a key technical contributor in Dynamics 365, Power Apps, and Office365 projects, focusing on backend development.
• Provide support for project and escalated incident management tickets.
• Work with business leaders to develop solutions.
• Mentor other developers in developing scalable, secure, responsive applications.
• Follow Agile development practices for delivering software components.
• Lead pre-sales activities including meeting prospective clients and proposal writing.
• Research, evaluate, and integrate new technologies related to Microsoft applications.
• Delight clients by delivering Microsoft-based solutions that simplify their business processes.
• Build lasting customer relationships based on exceptional customer service.

Artificial Intelligence

• Own the HBS AI Champion Pilot Program.
• Deliver role-based enablement and career-development upskilling for Microsoft 365 Copilot.
• Drive cross-department engagement through use-case challenges.
• Capture candid pilot feedback from Cowork participants.
• Curate role-based prompt libraries and maintain a searchable internal knowledge base.

AI Enablement Specialist

• This role is a technical professional with a broad understanding of video surveillance, access control, structured cabling, paging, and other related physical security solutions.
• Program, configure, test, and support the implementation of video surveillance, access control, and related physical security systems.
• Assist with system setup, device configuration, software programming, and functional validation.
• Review project documentation and coordinate with field and project teams to ensure successful system deployment.
• Support troubleshooting and resolution of technical issues related to system performance, programming, or functionality.
• Work directly with customers to support implementation, user experience, and system usability.
• Collaborate with technicians, Foremen, Project Managers, and other stakeholders to ensure successful project execution.
• Participate in system commissioning, turnover, and customer orientation activities.
• Stay current on relevant technologies, products, and manufacturer platforms.

Microsoft 365 Trainer – I

Managed Services Engineer II

Accountant II

Systems Engineer

Senior Network Engineer

Network Engineer

Technical Architect – Networking

Senior ERP Consultant

Senior ERP Consultant

Senior ERP Consultant

Senior Solutions Consultant

Senior Power Platform Engineer

Senior Power Platform Engineer

AI Enablement Specialist

Physical Security Systems Engineer