1. Business Development & Sales Ownership
Manage inbound and referral opportunities, conduct consultations, and guide prospects through the full sales cycle, from initial contact to signed contract, while maintaining the client relationship.
2. Consultative Sales & Client Guidance
Help clients make informed decisions on scope, budget, design, and materials by translating their needs into clear recommendations and aligning multiple stakeholders.
3. Scope Development & Estimating Support
Perform site assessments, define project scope, and provide accurate inputs for estimating while identifying risks, constraints, and contingencies.
4. Pre-Construction Management
Own the pre-construction phase, including final selections, scope documentation, and change orders, ensuring projects are fully defined and ready for execution.
5. Proposal Delivery & Closing
Present proposals, explain scope and pricing, address objections, and secure signed agreements while ensuring clarity on inclusions, exclusions, and terms.
6. Scope Control & Margin Protection
Manage scope changes, prevent under-scoping, and ensure alignment between client expectations and project execution to protect profitability.
7. Client Experience & Relationship Management
Deliver a high-quality, trust-based customer experience with clear communication tailored to different client needs.
8. Pipeline & Process Management
Track opportunities in CRM, maintain pipeline visibility, and contribute to improving sales processes and reporting.