Sales Representative Document Management Solutions

Sales Representative – Document Management Solutions

Location:
Lexington, KY (Hybrid – Remote/On-site as needed)

Company:
Brenco by Cornerstone

Employment Type:
Full-Time

Brenco by Cornerstone, a division of Document Mountain, helps organizations transition from paper to digital efficiency. We provide secure document scanning services and industry-leading document management software that streamline records access, improve compliance, and reduce storage costs. Our customers include local government agencies, housing authorities, and small to mid-sized businesses seeking better control over their information.

We’re looking for a motivated Sales Representative to join our team and help grow our customer base while maintaining strong relationships with existing clients. The ideal candidate is an energetic communicator with a consultative approach who can identify customer needs and recommend solutions that include document scanning, digital conversion and workflow automation.

• Prospect and qualify new business opportunities through phone, email, networking, and industry events.
• Conduct discovery meetings with potential clients to understand their document management challenges and goals.
• Present solutions that include scanning services, document management software, workflow automation, and electronic forms.
• Prepare and deliver proposals, pricing quotes, and sales presentations.
• Follow up with existing customers to ensure satisfaction and uncover new opportunities for software modules, services, or upgrades.
• Collaborate with technical and operations teams to develop scopes of work for proposals and ensure smooth project delivery.
• Coordinate pickups with logistics department and help get records in house.
• Assist IT department in coordinating demonstrations of document management software.
• Maintain accurate activity and opportunity records in the company CRM.
• Assist the accounting department in managing upcoming receivables, past due invoices, and general account management.
• Meet or exceed monthly and annual sales goals.

• 2+ years of B2B sales experience, preferably in software, IT services, or business process outsourcing.
• Strong understanding of sales cycles in the public sector or SMB markets.
• Excellent communication, presentation, and relationship-building skills.
• Ability to manage multiple projects and follow through on commitments.
• Proficiency in CRM systems and Google Office (Docs, Sheets, Slides).
• Self-motivated, organized, and comfortable working both independently and as part of a team.

• Knowledge of document management systems or enterprise content management concepts.
• Experience selling to local or state government agencies.