Description
The Client Advisor is the first point of contact for prospective clients, conducting phone, SMS, and email outreach and structured discovery conversations to assess project needs, readiness, budget, timelines, and decision-making processes. The role manages multi-touch follow-up, maintains CRM records, supports handoffs to Design Consultants, and helps keep the sales pipeline coordinated. A high school diploma or GED and 1–2 years of inside sales, SDR/BDR, appointment-setting, or high-volume customer engagement experience are required, along with familiarity with structured sales methodologies and contact-center or SMS outreach tools.
