1. Client Engagement & Relationship Building

Serve as the primary point of contact for prospective clients, responding to inbound inquiries and referrals while building strong, trust-based relationships.

2. Consultative Guidance

Help clients understand project options, budget considerations, and design direction. Translate needs into clear recommendations without requiring deep technical estimating knowledge.

3. Sales Process Ownership

Manage the full front-end client journey, from first conversation through proposal acceptance and signed agreement.

4. Proposal Presentation & Closing

Present project proposals, explain scope at a high level, address questions, and guide clients toward informed decisions.

5. Pipeline Management

Track all opportunities using CRM tools, maintain accurate records, and ensure timely follow-up throughout the sales cycle.

6. Customer Experience

Deliver a professional, responsive, and positive client experience throughout the entire engagement process.

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.