Project Advisor

Infinity Home Services; East Lyme (CT); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

PTO

Paid Holidays

Life Insurance

401k with match

Job summary

Infinity Home Services is seeking a Project Advisor who will drive revenue growth by developing customer relationships, estimating projects, and closing profitable business. You will report to the Sales Manager and work with operations, project management, and field teams to deliver an exceptional customer experience while meeting sales targets.

In a collaborative, agile team, you’ll expand our market by prospecting, presenting proposals, and following up on opportunities.

Qualifications

• Proven ability to build relationships and establish trust with customers.
• Strong sales, negotiation, and closing skills.
• Experience with estimating, proposal development, and customer presentations.
• Excellent verbal and written communication skills.
• Strong organizational, time management, and prioritization abilities.
• Ability to work independently while collaborating effectively with cross-functional teams.
• Proficiency with CRM platforms and business software applications.
• High level of integrity, honesty, and professionalism.
• Adaptable and flexible in a fast-paced environment.
• Strong customer-service mindset and commitment to delivering an exceptional customer experience.
• Demonstrated perseverance, influence, and goal-oriented behavior.
• Opportunities for professional growth and development tied to your personal interests.
• A transparent, supportive, and collaborative work environment.
• The chance to make a positive impact on our communities and the environment.
• Competitive: Health, dental, and vision coverage; PTO; Paid Holidays; Life Insurance; 401k with match

Responsibilities

• Generate profitable sales by prospecting, networking, referrals, and timely follow-up.
• Build strong customer relationships via professional communication, responsiveness, and exceptional service.
• Attend sales appointments and provide accurate estimates within 48 hours of onsite visits.
• Communicate product and service value and differentiate Infinity Home Services from competitors.
• Follow up on proposals to achieve closing-rate objectives.
• Collaborate with PMs, operations, and field teams to ensure smooth project execution and satisfaction.
• Maintain thorough documentation using CRM systems, CompanyCam, and required software.
• Monitor project progress post-sale to keep jobs on budget and customers satisfied.
• Set and achieve sales goals for volume, gross profit, and conversions.
• Participate in networking groups and events to promote the company and generate opportunities.
• Stay informed on industry trends and product/tech developments.
• Demonstrate leadership and support growth initiatives and continuous improvement.
• Attend required meetings across sales, ops, management, and company.
• Assist in solving problems and implementing process improvements.

Skills

Relationship-building

Sales closing

Estimating

Proposal development

Customer presentations

Verbal and written communication

Organization and time management

Independent work with cross-functional

CRM proficiency

Integrity and professionalism

Adaptability

Customer service mindset

Perseverance and goal orientation

Growth mindset

Tools

CRM platforms

CompanyCam

Job description

As the team's Project Advisor, you will drive revenue growth by developing customer relationships, identifying opportunities, estimating projects, and closing profitable business. As an essential part of the team and reporting directly to the Sales Manager, you will work closely with operations, project management, and field teams to deliver an exceptional customer experience while achieving sales volume, closing rate, and profitability goals.

You will be part of a very collaborative, very agile team working collectively to fulfill our mission of saving our communities from unscrupulous contractors. We promise an open and transparent environment where you'll be surrounded by highly intelligent people all working together towards a common goal.

Key Responsibilities

• Generate profitable sales opportunities through prospecting, networking, referrals, and lead follow-up.
• Build strong customer relationships through professional communication, responsiveness, and exceptional service.
• Attend sales appointments on time and provide accurate estimates within 48 hours of onsite visits.
• Effectively communicate the value of our products and services while differentiating the company from competitors.
• Maintain consistent follow-up on all proposals and sales opportunities to achieve established closing-rate objectives.
• Collaborate with Project Managers, Operations, and field personnel to ensure smooth project execution and customer satisfaction.
• Maintain thorough documentation and utilize company technology platforms including CRM systems, CompanyCam, and other required software.
• Monitor project progress after sale to help ensure jobs remain on budget and customers remain satisfied.
• Establish and achieve sales goals related to volume, gross profit, and conversion rates.
• Participate in networking groups and community events to promote the company and generate new business opportunities.
• Stay informed on industry trends, market conditions, products, and technology advancements.
• Demonstrate positive leadership and support company initiatives, growth strategies, and continuous improvement efforts.
• Attend required sales, operations, management, and company meetings.
• Assist with problem-solving and implementation of business process improvements.

Requirements

• Proven ability to build relationships and establish trust with customers.
• Strong sales, negotiation, and closing skills.
• Experience with estimating, proposal development, and customer presentations.
• Excellent verbal and written communication skills.
• Strong organizational, time management, and prioritization abilities.
• Ability to work independently while collaborating effectively with cross-functional teams.
• Proficiency with CRM platforms and business software applications.
• High level of integrity, honesty, and professionalism.
• Adaptable and flexible in a fast-paced environment.
• Strong customer-service mindset and commitment to delivering an exceptional customer experience.
• Demonstrated perseverance, influence, and goal-oriented behavior.
• Opportunities for professional growth and development tied to your personal interests
• A transparent, supportive, and collaborative work environment
• The chance to make a positive impact on our communities and the environment
• Competitive: Health, dental, and vision coverage; PTO; Paid Holidays; Life Insurance; 401k with match

About us

Infinity Home Services ("IHS") was founded by Wisconsin entrepreneurs with a simple but ambitious goal: to raise the standard of residential roofing and exterior remodeling and "Save our Communities from Unscrupulous Contractors."

Today, we are recognized as a leader in our industry delivering exceptional roofing, windows, and siding installation services using only the most trusted, top-quality materials.

Our platform brings together a family of respected local brands, empowering each to enhance service delivery, strengthen community presence, and expand market share. We stand behind every job we perform, using top quality materials, best-in-class installation practices, and an ongoing commitment to do the right thing.

IHS is rapidly expanding both organically and through strategic acquisitions. As we shape the future of the Home Services industry, we seek ethical, forward-thinking professionals who bring innovation, integrity, and craftsmanship to their roles. The work we perform directly protects our customers’ most important investment, their homes!

IHS is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.