Workplace Consultant

Description

 Job Title: 

Workplace   Consultant

FLSA Classification:

Full-time/Exempt

Division:

Sales

Reports to: 

Sales  Manager

Job Summary: 

The Workplace Consultant is responsible for building and managing direct customer relationships, executing the sales process within established guidelines, and delivering tailored solutions that meet client needs. This role plays a key part in promoting the value of Intivity’s products and services, identifying new business opportunities, and contributing to customer satisfaction and retention. By leveraging industry knowledge, CRM tools, and market insights, the Sales Representative supports revenue growth, fosters strong external and internal relationships, and helps position Intivity as a trusted partner in workplace solutions.

Essential Job Duties and Responsibilities: (Additional duties may be assigned)

1. Direct Customer Relationships (Responsible)

• Serve as the primary point of contact and      trusted advisor for customers throughout the sales lifecycle.
• Build, develop, and maintain strong,      long-term relationships with clients by understanding their needs and      exceeding service expectations.
• Support customer satisfaction and      retention efforts through proactive communication and ongoing relationship      management.
• Perform site visits as needed to ensure a      smooth customer experience and resolve concerns directly.
• Collaborate with internal departments to      align support resources (design, account management, project management)      based on customer needs.
• Obtain and follow up on credit      applications and payment terms in accordance with Intivity’s Credit and      Collections policies.

2. Execute Sales Process (Within Guide Rails)

• Identify, qualify, and develop new      business opportunities through networking, referrals, industry      associations, and digital tools like Zoom Info.
• Research target accounts, industry      trends, and customer structures to tailor outreach and consultative      selling strategies.
• Execute regular contact strategies      including initial calls, meetings, presentations, and follow-ups to      advance opportunities.
• Prepare quotations, proposals, and RFP      responses aligned with internal pricing and margin guidelines.
• Forward approved quotes to Sales Support      for order entry, ensuring accuracy and compliance with internal      procedures.
• Submit sales funnel reports, project      updates, and maintain accurate data in Intivity’s CRM system.
• Attend daily and weekly sales huddles to      align with team goals and priorities.

3. Focused on Customer Solutions

• Conduct detailed needs assessments to      align customer objectives with appropriate product and service offerings.
• Develop tailored solutions outlining      specifications, pricing, timelines, and delivery/installation logistics.
• Collaborate with internal teams to ensure      all facets of the customer solution are scoped, budgeted, and executed      effectively.
• Help resolve issues such as price      discrepancies, damage claims, and authorization requirements in      partnership with the Credit and Collections team.
• Support clients in overcoming purchasing      or financing barriers to ensure timely project execution.

4. Sell Value of Company

• Effectively communicate the value and      capabilities of Intivity’s full-service offerings across office products,      contract furniture, and service solutions.
• Educate clients on Intivity’s      differentiators including design support, installation expertise,      strategic partnerships, and customer-first culture.
• Represent Intivity at industry events,      CEUs, and trade shows to promote brand presence and thought leadership.
• Leverage vendor relationships and      certifications to enhance perceived value and solution credibility.

5. Identify Market Trends

• Monitor the competitive landscape by      gathering intelligence on pricing, products, service offerings, and      delivery standards.
• Submit insights to Sales Managers and      Marketing to inform product positioning, promotional strategies, and      client engagement efforts.
• Identify trends in client feedback, order      patterns, and market shifts to recommend service or process improvements.
• Cultivate relationships with architects      and designers to gain early visibility into bid opportunities and project      pipelines.

6. Coach/Training

• Maintain professional and technical      knowledge through ongoing education, vendor training, and industry      workshops.
• Share knowledge and best practices with      peers through team meetings, informal mentoring, and collaborative      problem-solving.
• Actively participate in training on CRM      tools, sales methodology, and product lines to continuously improve      performance and client value delivery.
• Stay current on Intivity’s processes,      pricing updates, and service capabilities to ensure accurate and confident      client communication.

Accountabilities:

Contribute to the overall success of the Company by performing all assigned duties in a professional, timely and accurate manner. Follow all Company safety policies and procedures as set forth in the Employee Handbook, Corporate Safety Manual and any local regulations. 

Supervisory Responsibilities: 

The Workplace Consultant does not have any supervisory responsibilities. 

Minimum Qualification Standards: 

· High School diploma or equivalent preferred. 

· Bachelor’s Degree

· One to two years related experience and/or training; or equivalent combination of education and experience.

· Must have at the time of hire and maintain throughout employment, a valid Non CDL-C drivers’ license, free of major infractions and acceptable to our insurance carrier.

Knowledge, Skills, and Abilities: 

· Computer proficiency including word processing, data entry, spreadsheets, and generating reports using standard software applications.

· Ability to make administrative/procedural decisions and judgments. 

· Ability to work independently, investigates problems, initiate solutions, work under deadline constraints and manage multiple tasks.

· Ability to maintain high standards of professional manner and personal appearance. 

· Strong organizational skills including the ability to manage multiple projects and details simultaneously.

· Strong verbal and written communication skills including sensitivity and ability to work with confidential information. 

· Ability to analyze and solve problems. 

· Ability to develop and maintain accurate records and data files. 

Equipment, Machines and Software Used: 

· To perform this job successfully, an individual should have knowledge of Microsoft Word, Microsoft Excel, Microsoft Outlook and DDMS.

· Ability to operate various office equipment including computer, printer, telephone, fax machine, photocopier, and scanner. 

Mental and Physical Requirements:

· Ability to climb, stoop, kneel, sit, stand, walk, push, pull, grasp, talk and hear.

· Ability to occasionally lift and or move up to 10 pounds.

· Ability to articulate clearly and conduct oral presentations. 

Environmental Conditions:

· The Workplace Consultant is subject to both outside and inside environmental conditions.

Travel Requirements:

· Ability to travel via automobile and/or airplane.

Pay Range: $55,000 - $70,000 plus commission

Disclaimer: 

· All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. 

· This job description in no way states or implies that these are the only duties to be performed by the employee(s) occupying this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by their supervisor. 

· The Company reserves the right to add to or revise an employee’s job duties at any time at its sole discretion. 

· This document does not create an employment contract, implied or otherwise, other than an “at will” employment relationship. 

All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of disability or protected veteran status.

Requirements

 Minimum Qualification Standards: 

· High School diploma or equivalent preferred. 

· Bachelor’s Degree

· One to two years related experience and/or training; or equivalent combination of education and experience.

· Must have at the time of hire and maintain throughout employment, a valid Non CDL-C drivers’ license, free of major infractions and acceptable to our insurance carrier.