Systems Advisor / Estimator

Grand Lake Plumbing & Heating•Grand Lake, CO

5d•Hybrid

About The Position

Grand Lake Plumbing and Heating is seeking a Systems Advisor to join their team in Grand Lake, CO. This role involves conducting in-home consultations to assess customers' plumbing, heating, and water systems, and presenting solutions that improve their quality of life. The position is consultative and relationship-driven, focusing on building trust and providing honest recommendations rather than high-pressure sales. The advisor will create accurate estimates, manage their sales pipeline, and represent the company professionally within the Grand County community.

Requirements

High school diploma or equivalent required
2+ years of outside sales, consultative sales, or home services sales experience preferred
2+ years of plumbing, HVAC, or related trade knowledge is a strong plus — but not required if you can learn it
Comfort with CRM or field service software and basic technical documentation
Valid Colorado driver’s license and reliable personal transportation required
Always act in the customer’s best interest — misleading a customer to close a sale is never acceptable, regardless of the deal
Maintain a professional appearance and conduct on every call
Communicate proactively with the Sales Manager, CSR team, Install Coordinator, and Install Manager
Invest in your own ongoing training and product knowledge. Help invest in continuous improvement in the company.
Uphold the company’s Code of Ethics at all times

Nice To Haves

Build rapport quickly and listen more than you talk
Can explain technical systems in plain language a homeowner actually understands
Stay organized and follow through — proposals, paperwork, and follow-ups don’t fall through the cracks
Handle “no” and slower seasons without losing momentum or cutting corners to force a sale
Take initiative on no-lead days instead of waiting around for the phone to ring
Align with our core values: Be Positive, Be a Team Player, Be Solution Oriented, Be Your Best, Do the Right Thing

Responsibilities

Conduct in-home consultations to evaluate a customer’s existing plumbing, heating, and water systems
Listen to the customer’s concerns, goals, and budget to identify the right solution for their home
Present replacement and new installation options clearly and honestly, always keeping the customer’s best interest in mind
Deliver a consultative, pressure-free experience that builds trust and earns repeat business and referrals
Understanding customers’ timelines and needs
Build accurate, complete estimates and enter all required job documentation and communication with customers in our company-provided field service software
Clearly communicate the scope of work, product options, and pricing, and walk customers through our payment terms before any contract is signed.
Keep customers updated throughout the estimation process.
Track your own sales pipeline and report lead disposition to the Sales Manager on a regular basis
On days without a pre-scheduled lead, generate new business through ride-alongs, proposal follow-up, or outbound calls
Become a trusted resource in Grand County for home plumbing, heating, and water system knowledge.
Represent Grand Lake Plumbing & Heating professionally in every customer interaction and in the community.
Encourage satisfied customers to share their experience and refer friends and neighbors
Partner with the Install & Service Manager on training and job debriefs to keep sharpening your craft