• Design preliminary Good/Better/Best options to present to client families during meetings. Apply intake information, culture, and deceased relationship to develop preliminary designs in computer automated design (CAD) software.

• Present CAD design options as well as product materials and color options to client during at-need Arrangement or pre-need sales meeting. Listen for client preferences, wishes, and input immediately revising design. Apply creativity and knowledge of park/crypt/mausoleum layout to enhance design. Influence product selection for a lasting memorial. Finalize product and design decisions. Update proprietary software with purchasing decision and pricing.

• Design final memorial and select materials. Obtain client’s design and product approval. Revise design as necessary ensuring client satisfaction. File pre-need designs according to procedures. Upon at-need approval, order product material, send memorial design to vendor, and obtain estimated delivery date. Address vendor/manufacturer questions or issues. Follow upon delays.

• Upon delivery, inspect materials and double check design to original specifications including font, font size, spacing, spelling, artwork, and similar design elements. Take initiative to resolve issues with vendor. Notify operations Memorial is ready for installation. Post installation, notify client of completion.

• Attend and actively participate in daily sales huddles reviewing 3-day appointment schedule (past/present/future) outcomes, status, and discuss outstanding issues or request documents as well as obtain information to prepare designs for assigned appointments. Share positive feedback and staff kudos

MINIMUM Requirements

Education

• High School Diploma or equivalent

Experience

• At least one year in a support role, preferably in a customer service environment

• Experience with data based or CAD a plus

Knowledge, Skills and Abilities

• Proficient with MS Office software suite, particularly Outlook

• Strong attention to design detail

• Ability to learn computer automated drawing (CAD) software

• Ability to continually improve skills and industry knowledge

• Ability to self-prioritize work load to meet shifting priorities in a fast paced environment

• Ability to lift up to 35 pounds

• Bi-lingual a plus

Work CONDITIONS

• Professional attire required when in contact with families

• Ability to work evenings and weekends to meet with clients