Project Advisor

Infinity Home Services•East Lyme, CT

About The Position

As the team's Project Advisor, you will drive revenue growth by developing customer relationships, identifying opportunities, estimating projects, and closing profitable business. Reporting directly to the Sales Manager, you will work closely with operations, project management, and field teams to deliver an exceptional customer experience while achieving sales volume, closing-rate, and profitability goals. You will join a collaborative, agile team working toward the mission of saving communities from unscrupulous contractors. The company describes its environment as open and transparent, with intelligent colleagues working together toward a common goal.

Requirements

  • Proven ability to build relationships and establish trust with customers.
  • Strong sales, negotiation, and closing skills.
  • Experience with estimating, proposal development, and customer presentations.
  • Excellent verbal and written communication skills.
  • Strong organizational, time management, and prioritization abilities.
  • Ability to work independently while collaborating effectively with cross-functional teams.
  • Proficiency with CRM platforms and business software applications.
  • High level of integrity, honesty, and professionalism.
  • Adaptability and flexibility in a fast-paced environment.
  • Strong customer-service mindset and commitment to delivering an exceptional customer experience.
  • Demonstrated perseverance, influence, and goal-oriented behavior.

Responsibilities

  • Generate profitable sales opportunities through prospecting, networking, referrals, and lead follow-up.
  • Build strong customer relationships through professional communication, responsiveness, and exceptional service.
  • Attend sales appointments on time and provide accurate estimates within 48 hours of onsite visits.
  • Communicate the value of the company's products and services and differentiate the company from competitors.
  • Follow up consistently on proposals and sales opportunities to achieve established closing-rate objectives.
  • Collaborate with Project Managers, Operations, and field personnel to support smooth project execution and customer satisfaction.
  • Maintain thorough documentation and use company technology platforms, including CRM systems, CompanyCam, and other required software.
  • Monitor project progress after the sale to help ensure jobs remain on budget and customers remain satisfied.
  • Establish and achieve sales goals related to volume, gross profit, and conversion rates.
  • Participate in networking groups and community events to promote the company and generate business opportunities.
  • Stay informed about industry trends, market conditions, products, and technology advancements.
  • Demonstrate positive leadership and support company initiatives, growth strategies, and continuous improvement efforts.
  • Attend required sales, operations, management, and company meetings.
  • Assist with problem-solving and implementation of business process improvements.

Benefits

  • Opportunities for professional growth and development tied to personal interests.
  • A transparent, supportive, and collaborative work environment.
  • The chance 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 match.
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