Project Consultant

Are you looking to join a company that truly cares about helping their customers choose the perfect windows, doors and siding? As a Project Consultant, you are at the beginning of the purchasing journey. You’ll use your expertise and skills to educate and empower customers on their choices. 


  • Communicates with customers and leads to identify and understand their product or service needs; identifies and suggests products and services to meet those needs.
  • Travels to customer homes when required during the sales process to accurately understand the customer’s needs.
  • Educates and engages customers in a consultative sales approach with confidence through extensive product knowledge during showroom appointments and in-home demonstrations.
  • Demonstrates the functions and utility of products or services to customers based on their needs.
  • Ensures customer satisfaction through ongoing communication and relationship management; resolves any issues that may arise post-sale.
  • Uses DocuSign for all sales agreements, contracts, and change orders.
  • Maintains accurate files and records of all sales and communications with each customer.
  • Performs initial measurements for estimation purposes. This includes traveling to a customer’s home and measuring current windows, doors, and siding.
  • Accurately orders products from manufacturers in a timely fashion after measurements are reviewed and finalized.
  • Verifies each order is correct with the exact measurements, product, color, specifications, and quantity in the supplier’s system.
  • Utilize our CRM system to track and manage customer interactions, sales activities, and follow-up tasks.
  • Track productivity by entering and maintaining accurate records of customer sales; produce weekly reporting including customer quotes, orders, issues, and other metrics as required.
  • Maintains communication with existing and previous customers, alerting them of new products, services, and enhancements that may be of interest.
  • Performs other duties as assigned.

Required Skills & Abilities:

  • Excellent interpersonal and communication skills, with the ability to build rapport and establish trust with customers.
  • Excellent sales and negotiation skills.
  • Ability to read a tape measure within a ¼”
  • Excellent organizational skills and attention to detail.
  • Strong analytical and problem-solving skills and the ability to provide innovative and creative solutions to customers’ needs.
  • Ability to work independently and collaboratively in a fast-paced, target-driven setting.
  • Self-motivated and results-oriented, with a drive to succeed in a competitive sales environment.
  • Proficient with Microsoft Office Suite or related software.
  • Proficient with Customer Relation Management (CRM) software and ability to learn new programs.

 Education & Experience:

  • Experience in the Home Improvement industry a plus, but not required.
  • Minimum 1 year of related experience.
  • High School Diploma Required.
  • Bachelor’s degree is a plus, but not required.
  • Valid driver’s license and good driving record is required.

Physical Requirements:

  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift 15 pounds at times.
  • Must be able to regularly travel throughout the region.

Perks and Benefits:

  • On-the-Job Training
  • Industry Continuing Education Opportunities
  • Paid Time Off
  • Paid Holidays
  • Health, Vision, and Dental Coverage
  • Optional Supplemental Insurance Plans
  • 401k Retirement Plan with Company Matching

Can’t wait to join the Chapman team? Fill out the form below and we will be in touch.

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Contact Chapman Windows Doors & Siding

We’re always ready to help you with your next project!