Sales and Preconstruction Advisor
This is a hybrid commercial + technical role operating at the intersection of:
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Business Development
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Client Advisory / Consultative Sales
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Estimating & Scope Development
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Pre-Construction Coordination
The successful candidate will serve as the front-end owner of project definition, responsible for translating customer needs into clearly scoped, financially viable, and operationally executable projects.
This is not a transactional sales role. It is a field-based advisory position requiring strong technical aptitude, decision facilitation skills, and operational awareness.
This is a hybrid commercial + technical role operating at the intersection of:
-
Business Development
-
Client Advisory / Consultative Sales
-
Estimating & Scope Development
-
Pre-Construction Coordination
The successful candidate will serve as the front-end owner of project definition, responsible for translating customer needs into clearly scoped, financially viable, and operationally executable projects.
This is not a transactional sales role. It is a field-based advisory position requiring strong technical aptitude, decision facilitation skills, and operational awareness.
Responsibilities:
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.
Qualifications:
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 estimating tools, 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.
