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. 

Responsibilities:

• 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