Senior Client Advisor - Design-Build Homes

Timeline Design + Build; Saratoga (CA); Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

Timeline Design + Build is a Bay Area design-build firm seeking a Client Advisor to guide prospective homeowners from initial inquiry to signed Design Agreement and transition into design and preconstruction.

The role is consultative, focusing on evaluating fit, educating clients on the process, and setting realistic investment and timing expectations while steering opportunities toward a decisive outcome.

Qualifications

• 5+ years in consultative sales or related fields.
• Strong communication, listening, organizational and relationship-building skills.
• Comfortable discussing investments with high-net-worth homeowners.
• Experience managing a CRM and sales pipeline.
• Ability to qualify opportunities objectively and forecast pipeline.

Responsabilités

• Respond to and qualify inbound inquiries based on scope, budget, timeline, and client fit.
• Manage prospective clients through the CRM from initial contact through close or disqualification.
• Develop referral and strategic business relationships that generate qualified opportunities.
• Maintain a disciplined, accurate, and transparent sales pipeline.
• Lead initial site consultations and discovery conversations.
• Explain Timeline's design-build process, including design, feasibility, preconstruction, permitting, and construction.
• Establish realistic expectations around investment, scope, schedule, and project complexity.
• Clearly communicate the value and advantages of an integrated design-build approach.
• Guide qualified prospects through defined milestones from discovery through Design Agreement.
• Coordinate with design, estimating, and preconstruction teams.
• Maintain consistent follow-up and clear next steps.
• Ask for decisions and close agreements while maintaining long-term client trust.
• Accurately forecast pipeline activity based on actual client engagement.
• Ensure complete and accurate transfer of client, project, budget, scope, and expectation information to the design and preconstruction teams.
• Participate in transition meetings and remain available to support relationship continuity.
• Minimize information loss, rework, and backtracking after the sale.

Connaissances

Consultative sales

CRM management

Lead qualification

Communication

Relationship building

Pipeline management

High-net-worth selling

Outils

HubSpot CRM

Description du poste

Timeline Design + Build is a Bay Area design-build firm seeking a Client Advisor to guide prospective homeowners from initial inquiry to signed Design Agreement and transition into design and preconstruction.

The role is consultative, focusing on evaluating fit, educating clients on the process, and setting realistic investment and timing expectations while steering opportunities toward a decisive outcome.