Project Advisor Assistant jobs in United States
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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.

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Culture & Values

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

CRM ManagementCustomer CommunicationOrganizational SkillsInterpersonal SkillsTech-savvyProfessional DemeanorSales ExperienceLearning Ambition

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

Company

COCOON

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At COCOON, (formerly known as West Chester Design Build) we’re a company focused on home transformation—and a team that helps you navigate one of life’s biggest moments.

Funding

Current Stage
Early Stage

Leadership Team

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Chris Payson
Chief Executive Officer
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Company data provided by crunchbase