COCOON · 7 hours ago
Project Advisor Assistant
COCOON is a premier design-build remodeling company dedicated to transforming homes across Southeastern Pennsylvania. The Project Advisor Assistant will support the Owner during customer interactions, manage CRM updates, and gain immersive experience in the Project Advisor methodology with opportunities for career advancement.
Construction
Responsibilities
Act as the primary administrative contact for customer interactions
Maintain real-time CRM updates following in-home visits
Schedule consultations, follow-ups, milestone reviews, and studio sessions
Prepare customer materials and post-visit summaries
Capture and translate customer needs, preferences, and feedback into clear briefs for our design team
Track project progress and provide timely, proactive updates to customers
Travel with the Owner to all customer homes throughout Southeastern PA
Handle on-site logistics, note-taking, measurements, photography, and documentation
Assist in gathering detailed customer input during consultations
Shadow the Owner extensively to master the Project Advisor role, including consultative selling, needs discovery, value articulation, objection handling, and project closing
Gradually assume supervised tasks such as leading portions of consultations and managing customer relationships
Contribute ideas to refine our sales process and customer experience
Build toward greater independence in advisory responsibilities through dedicated mentorship and strong performance
Qualification
Required
Exceptional organizational, communication, and interpersonal skills
Thrives in a dynamic, fast-paced environment with evolving processes
Valid driver's license and reliable transportation (extensive local travel required)
Professional demeanor and presence suitable for in-home customer interactions
Strong desire to learn sales and consultation in the home remodeling industry, with ambition to grow professionally
Preferred
Tech-savvy; experience with CRM systems and mobile tools preferred