Systems Advisor / Estimator

Grand Lake Plumbing & Heating LLC•Grand Lake, CO

7d•$80,000 - $250,000•Hybrid

About The Position

Grand Lake Plumbing and Heating is seeking a Systems Advisor to join their team. This role involves listening to customer needs, evaluating home systems, and presenting solutions to improve their quality of life. It is a consultative, relationship-driven position focused on customer well-being rather than high-pressure sales. The company has been serving the Grand Lake region for over 100 years and offers a supportive culture in a mountain community setting.

Requirements

High school diploma or equivalent required
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

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

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