Our client is seeking a motivated, people-oriented Client Advisor - Remodeling Services to support residential remodeling and construction projects. This role is focused on helping clients navigate early-stage decisions, understand their options, and move confidently from initial inquiry through signed agreement.
This is a relationship-driven, consultative role, not a transactional sales position. The ideal candidate enjoys working with people, building trust, and guiding clients through home improvement decisions with clarity and professionalism.
1. Client Engagement & Relationship Building
Serve as the primary point of contact for prospective clients, responding to inbound inquiries and referrals while building strong, trust-based relationships.
2. Consultative Guidance
Help clients understand project options, budget considerations, and design direction. Translate needs into clear recommendations without requiring deep technical estimating knowledge.
3. Sales Process Ownership
Manage the full front-end client journey, from first conversation through proposal acceptance and signed agreement.
4. Proposal Presentation & Closing
Present project proposals, explain scope at a high level, address questions, and guide clients toward informed decisions.
5. Pipeline Management
Track all opportunities using CRM tools, maintain accurate records, and ensure timely follow-up throughout the sales cycle.
6. Customer Experience
Deliver a professional, responsive, and positive client experience throughout the entire engagement process.
Construction & Remodeling Expertise
Strong working knowledge of residential construction methods and remodeling workflows (kitchens, baths, additions), along with familiarity with key material systems such as cabinetry, tile, fixtures, and flooring. Ability to evaluate site conditions, understand constructability constraints, and anticipate trade sequencing and project challenges.
Financial & Estimating Acumen
Solid understanding of job costing principles, margin dynamics, and the impact of change orders. Capable of developing well-defined project scopes, identifying cost risks, and making decisions that support overall project profitability and accuracy in estimating.
Systems, Tools & Process Adaptability
Experience using CRM platforms and pipeline tracking tools to manage opportunities and client interactions. Comfortable working with spreadsheets, and proposal development. Proficient in field documentation (photos, measurements, digital notes). Able to operate effectively in a less structured environment while contributing to the development and improvement of systems, processes, and workflows.
Cogent Analytics is a business management consulting firm committed to serving privately held businesses in the US. Founded in 2014, we've grown from a small team of six to a thriving organization of over 220 dedicated professionals serving Main Street businesses across 36 U.S. states.
Our mission is to improve the lives of business owners by providing honest and effective business consulting services. We believe that small to mid-sized businesses are the backbone of our economy and the lifeblood of their communities. Our people-centric approach focuses on the individuals behind the businesses and the communities they serve.
At Cogent Analytics, we're more than just a business - we're a family that acts like a business from time to time. We invest heavily in our team, fostering a culture of support, growth, and recognition. We're proud of our A+ Rating with the Better Business Bureau, client testimonials, and lifecycle relationships that are testaments to our ethical business practices.
Join us as we continue to champion the cause of the entrepreneur, helping businesses overcome challenges, achieve their full potential, and contribute to the strength and vibrancy of our communities.
At Cogent, your business is our business — let's build something together.
Website: www.cogentanalytics.com
Email: info@cogentanalytics.com
Phone: (336) 665-8154
