Sales Representative - Document Management

Charlotte, NC

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.