Client Services Representative

Client Services Representative

Position Summary

The Client Services Representative provides administrative and client support to the Project Consultants and helps drive business growth by coordinating leads, maintaining client relationships, and assisting with project sales activities. This role serves as a liaison between clients and Project Consultants to ensure a seamless client experience from initial contact through project completion.

Key Responsibilities

Sales Support

• Assist the Project Consultants with lead generation, prospecting, and client follow-up.
• Answer phone calls and respond to email and online inquiries.
• Track and manage sales opportunities through the company's CRM system.
• Schedule consultation appointments, site visits, and client meetings.
• Maintain accurate records of client interactions and project opportunities.

Client Relations

• Serve as a point of contact for clients regarding inquiries, project status, and scheduling.
• Build and maintain strong relationships with homeowners and prospective clients.
• Respond promptly to client questions and resolve issues professionally.
• Coordinate communication between clients and internal project teams.

Administrative Support

• Prepare sales reports, project documentation, and correspondence.
• Maintain client databases, files, and project records.
• Support marketing efforts, client outreach, and referral programs.

Project Coordination

• Assist with project scheduling and job setup activities.
• Coordinate project documentation.
• Work closely with project coordinators to ensure smooth project handoff after sale.
• Monitor project progress and communicate updates to clients as needed.

Qualifications

• High school diploma required
• 2 years of sales support, customer service, construction administration, or related experience.
• Experience in construction, remodeling, masonry, or general contracting preferred.
• Strong proficiency in Microsoft Office (Word, Excel, Outlook).
• Experience with CRM software and project management platforms is preferred.
• Excellent communication, organizational, and multitasking skills.
• Ability to work in a fast-paced environment and manage multiple priorities.

Skills & Competencies

• Client service excellence
• Sales support and lead management
• Relationship building
• Attention to detail
• Time management
• Problem-solving
• Professional communication
• Team collaboration
• Self-motivated and proactive.
• Strong follow-up and organizational skills.
• Ability to learn construction products, services, and project processes quickly.

·        Benefits

·        Health Insurance with HSA

·        Company paid dental, life, and disability insurance

·        401(K) retirement plan with Company match

·        Paid Holidays

·        Paid Time Off

·        Company paid apparel

·        Professional development and training opportunities

Salary: $50,000-70,000 annually