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Full time
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crm pipeline management client relationship spreadsheets proposal development📋 Description
- Act as the primary contact for prospective clients, building trust.
- Provide consultative guidance on options, budgets, and design.
- Own the front-end client journey from initial contact to signed agreement.
- Present proposals, explain scope, address questions, and guide decisions.
- Track opportunities with CRM, maintain records, and follow up.
- Deliver a professional, responsive client experience throughout engagement.
🎯 Requirements
- Strong knowledge of residential construction methods and remodeling.
- Familiar with cabinetry, tile, fixtures, and flooring.
- Assess site conditions and constructability constraints.
- Understand job costing, margins, and change orders.
- Define project scopes and cost risks.
- CRM usage, pipeline tracking, and proposal development; field documentation.
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