Sales Representative - Document Management

Cornerstone Consortium, LLC; Charlotte (NC); Hybrid; USD 36,000 - 44,000; Full time

Benefits offered by this job

Base salary plus commissions

Health insurance

401(k) with company match

Paid time off

Job summary

Document Mountain by Cornerstone is seeking a driven Sales Representative to cover a defined North Carolina geography, with regular client site visits and dedicated home-office time. You will identify opportunities, build relationships, and close sales to drive business growth.

The ideal candidate has 2–4 years of direct sales experience, excellent communication and negotiation skills, and proficiency with Zoho CRM and Microsoft Office or Google Workspace.

Qualifications

• 2–4 years of direct sales experience with quotas.
• Proficient with CRM software (Zoho) and MS Office/Google Workspace.
• Ability to travel to client sites and work remotely from home with reliable internet.

Responsibilities

• Prospecting & lead generation to build a robust pipeline.
• Conduct discovery calls and tailored sales presentations.
• Maintain contact with decision‑makers and nurture relationships for new business.
• Develop proposals, negotiate terms, and close deals.
• Record interactions and forecast pipeline in the CRM.

Skills

Direct sales experience

Communication skills

Negotiation & closing

Time management

Organization

Remote work readiness

Tools

Zoho CRM

Microsoft Office

Google Workspace

Job description

Job Title: Sales Representative

Company: Document Mountain by Cornerstone

Location: North Carolina

Job Type: Full Time - Based in North Carolina

Reports To: Director of Sales

Job Summary

We are seeking a driven and results-oriented Sales Representative to join our growing team in a field based sales role. In this role, you will work in the defined geography with regular customer site visits as well as dedicated home office time. You will play a key role in driving business growth by identifying new business opportunities, building strong customer relationships, and closing sales. The ideal candidate possesses excellent communication skills, strong negotiation abilities, and a proven track record of meeting or exceeding sales targets.

Key Responsibilities

• Prospecting & Lead Generation: Identify and research potential clients, initiate outreach through cold calling and email campaigns, and build a robust pipeline of qualified opportunities.
• Client Consultations & Presentations: Conduct discovery calls and conduct tailored sales presentations to understand prospect needs and showcase product/service solutions.
• Growth Accountability & Relationships: Maintain continuous contact with key decision-makers, nurture client relationships, and identify opportunities for new business development.
• Proposal & Contract Negotiation: Develop customized proposals, negotiate contract terms, handle objections effectively, and successfully close new business deals.
• Pipeline & CRM Management: Accurately record all prospect interactions, track deal progress in the CRM, and provide regular sales activity reports and forecasts to management.

Qualifications & Skills

• Experience: 2–4 years of direct sales, business development, or account management experience with a track record of meeting quotas.
• Technical Skills: Proficiency with modern CRM software (e.g., Zoho) and standard office productivity suites (e.g., Microsoft Office, Google Workspace).
• Remote Work Readiness: Ability to work independently from home, utilizing a reliable, quiet workspace with high-speed internet. Reliable transportation with expectations of customer site visits. Ability to lift and move 50lbs as needed.
• Communication: Exceptional verbal and written communication skills with a confident, professional phone demeanor.
• Organization: Strong time-management capabilities with a proven ability to prioritize tasks and meet deadlines without losing accuracy.
• Negotiation & Closing: Strong persuasive skills, active listening, and the ability to overcome client objections to close sales efficiently.

Benefits & Perks

• Normal weekly schedule - Monday thru Friday with regular customer site visits and dedicated home office time.
• Compensation: $40,000.00 base salary PLUS performance-based commission and bonuses.
• Insurance: Comprehensive Medical, Dental, and Vision plans.
  • Company pays 75% of Employee Premium | Employee pays the remaining 25%
  • Company pays 50% of Employee’s Dependent Premiums | Employee pays the remaining 50%
  • HSA and FSA accounts are available with company contributions
• Retirement: 401(k) with company matching up to 4%.
• Paid Time Off (PTO)
• Life Insurance coverage at $15k
• Short and long term disability insurance are available at the expense of the employee
• Supplemental insurance options are available as well including but not limited to, Hospital Indemnity, Accident, Critical Illness and Legal Plan.