Senior Technology Advisor

Valid8 Financial, Inc.; Saint Paul, Minneapolis (MN, MN); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Valid8 Financial, Inc. is looking for a Technology Advisor to join their Sales team in Saint Paul, MN. This role focuses on prospecting and closing business while maintaining long-term relationships with customers. The ideal candidate has strong communication skills, a bachelor's degree, and at least 3 years of experience in technology sales.

The position primarily operates remotely but requires in-office presence twice monthly. This role demands high integrity, urgency, and strong organizational skills to achieve sales goals.

Qualifications

• Minimum 3 years in technology sales.
• Experience and full understanding of the indirect channel model.
• Existing trusted relationships with clients and referral partners.

Responsibilities

• Prospecting and closing business with new and existing customers.
• Maintaining long-term beneficial relationships with customers.
• Achieving monthly, quarterly, and annual sales goals.

Skills

Strong communication skills

General contract review

General computer skills

Complex reasoning skills

Education

Bachelor's degree or equivalent work experience

Tools

MS Office

CRM systems

Job description

BroadReach is a technology advisor and consultant with access to over 600 different suppliers across a variety of technology pillars including:

• Security
• CX, AI, Automation & Contact Center
• Mobility & IOT
• Network Connectivity
• Technology and Mobile Expense Management
• All these technology pillars are supported by our back-office team who provides Program and Project Management services that overlay complex multi-vendor projects.

BroadReach is in the business of creating amazing partnerships with our clients. We sit on their side of the table, advise which technologies to procure, and provide education as to why. Whether our client’s initiatives are surrounding risk management, digital transformation, AI strategy, or cost reduction and vendor consolidation, we can assist.

One of the biggest values BroadReach provides our clients is time. Time spent researching and getting educated on new technologies and trends through road mapping and strategy sessions, time spent comparing vendors and pricing (RFIs, RFPs, Supplier Analysis Documentation) and running that entire process A to Z. Post-purchase, we save our clients time by overseeing and managing implementations, supporting escalations, ensuring billing accuracy, and managing renewal terms.

Job Description

The Technology Advisor is an integral part of the Sales team. This self-starter will be focused primarily on prospecting and closing business with current and new customers. This role requires consistent discipline to develop sales opportunities in a process-driven approach cultivating a steady flow of customers who benefit from BroadReach’s technology services expertise. The Technology Advisor is responsible for maintaining a long-term mutually beneficial relationship between customers and BroadReach.

The role requires great sales, organizational, entrepreneurial, and communication skills. The Technology Advisor will work closely with all other BroadReach departments to ensure a successful implementation of all services sold and long-term customer satisfaction.

Specific Responsibilities and Expectations

• Operating with a sense of urgency and guided by integrity while working with customers, co-workers, partners, and all other people they encounter.
• Generating the necessary quantity and value of opportunities required to successfully meet sales goals with current and new customers.
• Achieving monthly, quarterly, and annual sales goals.
• Prospecting for new sales opportunities through self-driven activities around relationships, networking groups, social media (e.g. LinkedIn), campaigns, working with marketing and inside sales, our technology partners, and other methods deemed professional and approved by manager.
• Learning and expanding knowledge of BroadReach’s value add/value proposition in relation to support, services, and technologies.
• Working the entire sales process which includes finding, qualifying, presenting, coordinating, preparing, and delivering deliverables (references, sales quotes, proposals and scopes of work), negotiating, and closing sales opportunities.
• Coordinating with internal and external sales engineering and consulting resources to ensure design, demo and technical capabilities meet customer expectations.

Processes

• Maintaining complete records of all activities, interactions, and opportunities with targeted accounts in the BroadReach CRM (BAM). Take ownership for ensuring account, contact and opportunity information and related notes and activities are accurately and consistently captured in BAM for all accounts.
• Providing clean notes, folder and file structure, and all relevant documentation (e.g. scopes of work, technology roadmaps, order package, etc.) to provide clean documentation and smooth transitions for customers to interact with other departments.
• Committing to improving your professional skills including participating with your manager and other colleagues in the sharing of sales and prospecting best practices as well as industry trends.

General Responsibilities and Expectations

• Providing continuous communication, feedback, and ideas with leadership to improve both internal BroadReach team and customer relationships.
• Participating in company meetings, sales meetings, trainings, and other company events.
• Communicating conflicts and other challenges promptly to your management team.
• Participating in all company training courses and completing all online and self-paced training courses in the required timelines.
• Maintaining and improving personal integrity, honesty, positive outlook and attitude, sense of urgency, follow-through, accountability, communication, sales, social and relationship skills, continuing training and education, company, industry, and product knowledge.
• Traveling as needed to develop and maintain relationships.
• Inspiring the BroadReach team by always living our core values and company purpose:
  • Self-Aware
  • Self-Motivated
  • Us Before Me
  • Customer First, Always

Skills

• Strong communication skills, both written and verbal.
• General contract review and interpretation capability.
• General computer skills including MS Office, spreadsheets, email and presentation/slideshows.
• Complex reasoning skills.

Qualifications

• Bachelor’s degree preferred or equivalent work experience.
• Minimum 3 years in technology sales.
• Experience and full understanding of the indirect channel model.
• Existing trusted relationships with a combination of clients and referral partners.
• Local to the Twin Cities and/or surrounding areas.
• Reliable transportation and valid driver’s license.

Work Environment and Travel

A quiet dedicated workspace is required as this is primarily a remote position. In-office visits are required on average, twice monthly at the White Bear Lake, MN location.