Project Advisor

Infinity Home Services•Springfield, VA

About The Position

As a Project Advisor, you will help homeowners make informed decisions about exterior home remodeling while protecting them from unreliable contractors. You will take a people-first approach to sales, building trust through professionalism, discipline, and follow-through. The role focuses on the full customer experience, from understanding homeowners’ needs to presenting tailored solutions and providing service throughout the sales process. You will use pre-set qualified leads to conduct in-home consultations, assess homes, educate customers about products and services, prepare proposals, and close sales. You will work collaboratively with the sales team to support lead generation and sales growth, while maintaining customer and project information in company systems. The position reports directly to the Sales Manager. Exterior Medics, a Brand of Infinity Home Services, provides roofing, window, and siding installation services. The company emphasizes integrity, respect, hard work, professional growth, and community impact.

Requirements

  • High school diploma or equivalent.
  • At least 2 years of sales and account management experience in a hybrid administrative/field leadership role.
  • Proficiency with MS Office applications, including Outlook, Word, Excel, and Teams.
  • Proficiency with customer relationship management systems and cloud-based project management platforms.
  • Excellent communication and interpersonal skills, including the ability to connect with diverse audiences and build relationships.
  • Strong negotiation and closing skills, focused on delivering value to customers.
  • Ability to work independently and collaboratively in a fast-paced, dynamic environment.
  • Strong attention to detail, organization, and time management.
  • Valid driver’s license and reliable transportation.

Nice To Haves

  • Bachelor’s degree in Business Administration, Marketing, or a related field.

Responsibilities

  • Use pre-set qualified leads to conduct in-home consultations with potential customers.
  • Build rapport and trust with homeowners and understand their needs, preferences, and budgetary constraints.
  • Educate customers on products, services, and the benefits of exterior home remodeling.
  • Assess customers’ homes, identify areas for improvement, and offer tailored solutions.
  • Prepare and present detailed proposals and quotes that address customers’ requirements and concerns.
  • Close sales and achieve revenue targets.
  • Collaborate with the sales team to develop and implement lead-generation and sales-growth strategies.
  • Maintain accurate records of sales activities, customer interactions, and project details in the CRM system.
  • Stay informed about industry trends, product innovations, and competitive offerings.
  • Provide exceptional customer service throughout the sales process to support customer satisfaction and long-term relationships.

Benefits

  • Opportunities for professional growth and development tied to personal interests.
  • Transparent, supportive, and collaborative work environment.
  • Opportunity to make a positive impact on communities and the environment.
  • Health coverage.
  • Dental coverage.
  • Vision coverage.
  • Paid time off (PTO).
  • Paid holidays.
  • Life insurance.
  • 401(k) with employer match.
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