Workplace Consultant

Job Title

Workplace Consultant

Full-time/Exempt

Sales

Sales Manager

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.

(Additional duties may be assigned)

• 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.

• 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.

• 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.

• 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.

• 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.

• Maintain professional and technical knowledge…