Client Advisor (Lead Generation, Customer Service, Customer Support)
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Overview
Job Description
General Summary of Position
Responsible for engaging prospective clients through outreach, conducting discovery conversations, and guiding them through the early stages of the sales process. Maintains accurate records, manages ongoing communication and follow-up, and supports smooth handoffs to ensure continuity within the sales pipeline.
Essential Functions and Responsibilities
- Engage and guide prospective clients through timely outreach via phone, SMS, and email, leading structured discovery conversations to understand project vision, timeline, budget, and decision-making process while addressing questions and concerns with confidence and curiosity.
- Assess client needs and alignment by evaluating readiness and fit, providing thoughtful guidance on next steps, and ensuring accurate updates within the sales pipeline.
- Execute consistent follow-up and client engagement by managing multi-touch communication throughout the lead lifecycle, including reschedules, no-shows, and re-engagement of inactive opportunities.
- Maintain accurate and detailed CRM records by documenting all client interactions, updates, and next steps to ensure a seamless and well-informed customer experience.
- Facilitate smooth consultation handoffs by capturing key discovery insights, preparing Design Consultants with relevant client context, and proactively managing appointment recovery opportunities to support successful outcomes.
- Other duties as assigned
QUALIFICATIONS – Knowledge, Skills & Abilities
Education | High school diploma/GED required. |
Licenses/Certifications | N/A |
Years of Experience | 1-2 years in inside sales, SDR/BDR, appointment-setting, or high-volume customer engagement Experience in home improvement, real estate, or other high-consideration purchase environments |
Required Skills & Abilities | Ability to conduct discovery conversations that build rapport and surface genuine insight — not just collect data Strong verbal communication: clear, confident, and genuinely curious about what customers are trying to accomplish CRM discipline: accurate, complete records are a professional standard, not an afterthought Comfort managing multiple leads across different pipeline stages simultaneously Familiarity with structured sales methodologies (SPIN, Sandler, Challenger, or similar) Exposure to contact center platforms, power dialers, or SMS outreach tools |
Travel Requirements | 0-5% |
Other Requirements | N/A |
PHYSICAL REQUIREMENTS
- Primarily sedentary work performed in an office environment
- Ability to communicate promptly and clearly via phone and computer
ACKNOWLEDGEMENT
Position duties and expectations change over time. This job description is not intended to be an all-inclusive, exclusive or exhaustive list of the job functions that an employee in this position may be asked to perform from time to time.The employee may perform other related duties as assigned to meet the ongoing needs of the Company. If there is ever a time that you are unsure what is expected of you, you are expected to meet with your manager and ask questions. If you are unsure how to perform a certain task, ask your manager before performing.
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Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
