Client Advisor - Remodeling Services

Responsibilities

• Serve as the primary point of contact for prospective clients, responding to inbound inquiries and referrals while building strong, trust-based relationships.
• Consultative Guidance
• Help clients understand project options, budget considerations, and design direction.
• Translate needs into clear recommendations without requiring deep technical estimating knowledge.
• Sales Process Ownership
• Manage the full front-end client journey, from first conversation through proposal acceptance and signed agreement.
• Proposal Presentation & Closing
• Present project proposals, explain scope at a high level, address questions, and guide clients toward informed decisions.
• Pipeline Management
• Track all opportunities using CRM tools, maintain accurate records, and ensure timely follow-up throughout the sales cycle.
• Customer Experience
• Deliver a professional, responsive, and positive client experience throughout the entire engagement process.

Qualifications

• Construction & Remodeling Expertise
• Strong working knowledge of residential construction methods and remodeling workflows (kitchens, baths, additions), along with familiarity with key material systems such as cabinetry, tile, fixtures, and flooring.
• Ability to evaluate site conditions, understand constructability constraints, and anticipate trade sequencing and project challenges.
• Financial & Estimating Acumen
• Solid understanding of job costing principles, margin dynamics, and the impact of change orders.
• Capable of developing well-defined project scopes, identifying cost risks, and making decisions that support overall project profitability and accuracy in estimating.
• Systems, Tools & Process Adaptability
• Experience using CRM platforms and pipeline tracking tools to manage opportunities and client interactions.
• Comfortable working with spreadsheets, and proposal development.
• Proficient in field documentation (photos, measurements, digital notes).
• Able to operate effectively in a less structured environment while contributing to the development and improvement of systems, processes, and workflows.

Benefits

• We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.
• These tools assist our recruitment team but do not replace human judgment.
• Final hiring decisions are ultimately made by humans.
• If you would like more information about how your data is processed, please contact us.