Technical Sales Strategist

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Lead the exploration of commercial and technical aspects in collaboration with account executives and leaders.

• Clarify client goals, operational models, user interactions, workflows, challenges, and success metrics.

• Convert ambiguous client inquiries into well-defined commercial issues and technical or operational specifications.

• Ensure clients are aligned on existing capabilities, customizable options, necessary investments, and limitations.

• Determine if Halo is prepared to offer proposed technical or managed-service solutions.

• Evaluate whether issues should be addressed through current capabilities, process redesign, partner solutions, product enhancements, or targeted implementations.

• Collaborate with Product and Technology on feasibility, dependencies, sequencing, and implications for reusable platforms.

• Establish minimum viable solutions, phased approaches, operational requirements, and decision-making points.

• Develop solution briefs, capability maps, operational model views, business cases, and decision documents.

• Recognize recurring opportunity trends and transform unique insights into repeatable solutions.

• Define the economic aspects of technical solutions and oversee overall P&L impact.

• Participate in key client and prospective discussions as a strategic partner for technical and operational models.

• Assist in proposals, RFPs, executive presentations, business cases, and solution narratives.

• Set realistic expectations regarding scope, timelines, dependencies, economics, and risks.

• Make trade-offs explicit concerning margins, cost-to-serve, implementation capacity, and ongoing support.

• Establish transitions from opportunity shaping to Product, Implementation, Operations, and Program Account Management.

• Define acceptance criteria, decision rights, assumptions, risks, and ownership prior to selling or committing to solutions.

• Aid in creating cross-functional teams for complex challenges.

• Ensure that priority implementations align with what was sold and are operationally feasible.

• Provide recurring field insights to enhance Product, Process Design, and the Halo Operating System roadmap.

• Optimize workflows, reduce handoffs, clarify roles, and set rules for technical support versus standard or self-service capabilities.

• Support informed decision-making on enterprise programs, client operating systems, stores, OMS, supplier integrations, and technology-enabled services.

⛳️ Requirements

• Over 7 years of experience in a mix of technical sales, solutions consulting, product strategy, business operations, implementation, consulting, enterprise technology, or process design.

• Proven ability to comprehend a client's business and transform ambiguous requirements into a structured solution and decision framework.

• Strong commercial acumen, including the capacity to evaluate revenue, gross margin, contribution, investment, risk, and cost-to-serve.

• Proficiency in business process mapping, systems thinking, integrations, data flows, APIs, workflow design, and enterprise software concepts.

• Experience working closely with Product, Engineering, Technology, Operations, and Sales teams.

• Familiarity with complex enterprise opportunities, RFPs, managed services, platforms, implementations, or technology-enabled operating models.

• Strong executive communication capabilities; able to articulate technical trade-offs to business leaders and commercial trade-offs to technical teams.

• Exceptional written communication skills with the ability to produce concise solution briefs, business cases, operational model documents, and executive presentations.

• Ability to operate effectively with incomplete information, challenge assumptions, and provide practical recommendations.

• Willingness to travel occasionally for client meetings, working sessions, and internal operating reviews.

• Preferred: experience in branded merchandise, promotional products, e-commerce, procurement, fulfillment, supply chain, recognition, uniforms, or related services.

• Preferred: experience with order management, client portals, supplier ecosystems, workflow automation, AI-enabled tools, or systems integration.

• Preferred: background in forward-deployed, solutions engineering, technical sales, management consulting, or enterprise transformation roles.

• Preferred: experience in converting recurring client-specific needs into scalable product or operational capabilities.

• Preferred: experience in developing software and AI-forward or agentic solutions in collaboration with commercial teams.

🏝️ Benefits

• Comprehensive Medical, Dental, Vision, Life, and Disability insurance coverage across the nation.

• Additional Voluntary Benefits available.

• 401(k) Retirement Savings Plan offered.

• Health Savings Accounts (HSA) provided.

• Flexible Spending Accounts (FSA) available.

• Opportunities for career advancement and internal promotions.

• Leadership experiences and access to HALO's influential global network.

• Recognition awards that can be converted into gift cards, trips, concerts, and merchandise.

• Reasonable accommodations for individuals with disabilities.