Client Advisor, Lead Generation/Customer Care

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