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Client Advisor, Lead Generation/Customer Care

Anthony & Sylvan Pools

Warminster, Pennsylvania

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JOB DETAILS
SKILLS
Budgeting, Call Centers, Communication Skills, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Customer/Client Research, Data Collection, Documentation, Inside Sales, Lead Generation, Presentation/Verbal Skills, Real Estate, Record Keeping, Records Management, SPIN Sales Methodologies, Sales, Sales Pipeline, Sales Prospecting, Short Messaging Service (SMS), Time Management, Willing to Travel
LOCATION
Warminster, Pennsylvania
POSTED
30+ days ago


General Summary of Position

Responsible for engaging prospective clients through outreach, conducting discovery conversations, and guiding them through the early stages of the sales process. Maintains accurate records, manages ongoing communication and follow-up, and supports smooth handoffs to ensure continuity within the sales pipeline.


Essential Functions and Responsibilities

  • Engage and guide prospective clients through timely outreach via phone, SMS, and email, leading structured discovery conversations to understand project vision, timeline, budget, and decision-making process while addressing questions and concerns with confidence and curiosity.
  • Assess client needs and alignment by evaluating readiness and fit, providing thoughtful guidance on next steps, and ensuring accurate updates within the sales pipeline.
  • Execute consistent follow-up and client engagement by managing multi-touch communication throughout the lead lifecycle, including reschedules, no-shows, and re-engagement of inactive opportunities.
  • Maintain accurate and detailed CRM records by documenting all client interactions, updates, and next steps to ensure a seamless and well-informed customer experience.
  • Facilitate smooth consultation handoffs by capturing key discovery insights, preparing Design Consultants with relevant client context, and proactively managing appointment recovery opportunities to support successful outcomes.
  • Other duties as assigned


QUALIFICATIONS – Knowledge, Skills & Abilities

Education

High school diploma/GED required. 

Licenses/Certifications

N/A

Years of Experience

 1-2 years in inside sales, SDR/BDR, appointment-setting, or high-volume customer engagement

 

Experience in home improvement, real estate, or other high-consideration purchase environments 

Required Skills & Abilities

Ability to conduct discovery conversations that build rapport and surface genuine insight — not just collect data

 

Strong verbal communication: clear, confident, and genuinely curious about what customers are trying to accomplish

 

CRM discipline: accurate, complete records are a professional standard, not an afterthought

 

Comfort managing multiple leads across different pipeline stages simultaneously

 

Familiarity with structured sales methodologies (SPIN, Sandler, Challenger, or similar)

 

Exposure to contact center platforms, power dialers, or SMS outreach tools

Travel Requirements

0-5%

Other Requirements

N/A


PHYSICAL REQUIREMENTS

  • Primarily sedentary work performed in an office environment
  • Ability to communicate promptly and clearly via phone and computer


ACKNOWLEDGEMENT

Position duties and expectations change over time.  This job description is not intended to be an all-inclusive, exclusive or exhaustive list of the job functions that an employee in this position may be asked to perform from time to time.  The employee may perform other related duties as assigned to meet the ongoing needs of the Company. If there is ever a time that you are unsure what is expected of you, you are expected to meet with your manager and ask questions. If you are unsure how to perform a certain task, ask your manager before performing.


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About the Company

A

Anthony & Sylvan Pools

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