Woodland Builders

Remodeling Salesperson

General Role

Responsible for selling Design/Build remodeling projects that meet client needs and generate profit for the company. Priority is always given to providing the best possible client service.

Reports To: Sales Manager

Key Accountabilities

• Reach sales targets - The initial sales target is established at the employee's one-year anniversary, then annually thereafter. (45%)
• Customer satisfaction - Consistently achieve positive feedback on client surveys. (35%)
• Lead generation - Contribute to generating new leads through networking and client referrals, tracked by lead source. (20%)

Specific Duties

Sales Duties - Up to Closing of Sale

• Contact assigned leads within one business day and prequalify for fit (scope, budget, schedule).
• Conduct discovery calls and in-house consultations to understand client needs.
• Explain Woodland's Design/Build Remodel Process and unique value.
• Verify scope of work and discuss realistic project budgets.
• Obtain client authorization to move to the Design & Project Development (PD) Agreement.
• Develop and deliver PD Agreements with support from internal staff.
• Present PD Agreements to clients, collect payments, and notify the Designer.
• If a prospect declines, close the lead in CRM.

Design Phase

• Collaborate with the Designer and client throughout the design process.
• Work with the Estimator to prepare Remodeling Agreements.
• Present final Remodeling Agreement to client, secure signature, and collect payment.

Sales Duties - After Project is Sold

• Product Selections: Ensure a smooth handoff to the person managing client selections.
• Turnover Meeting: Schedule and lead the meeting where the project transitions to Operations.
• Pre-Construction Meeting: Schedule and lead at the project site with the client and Project Manager.
• Project Monitoring: Maintain contact with clients during construction and assist with resolving issues.
• Project Presentation: Lead final presentation when the project is complete.
• Project Debrief: Participate in post-project review meetings.

Customer Service

• Call clients 30-40 days after final payment to confirm satisfaction and address any warranty issues.
• Request referrals from satisfied clients.

Networking

• Participate in at least one approved community or business organization to build relationships and generate leads.

Product Knowledge

• Stay current on products, pricing, new introductions, and industry trends by reading trade publications and attending shows.

Sales Meetings

• Attend weekly sales meetings (mandatory except for vacation or illness).

Dress Code

• Maintain a professional appearance at all times.

Hours

• Work a minimum of 40 hours per week, including sales calls, client prospecting, and project monitoring.
• Flexibility is required for evening and weekend calls.
• Notify the Sales Manager if unavailable due to illness, family matters, or vacation.