Design Consultant, RbA

📍 Job Overview

Job Title: Design Consultant, RbA

Company: Waunakee Remodeling

Location: [Location not specified, assumed on-site based on AI data]

Job Type: Full Time

Category: Sales Operations / GTM Enablement (Consultative Sales)

Date Posted: May 21, 2026

Experience Level: 0-2 Years

Remote Status: On-site

🚀 Role Summary

• Focus on consultative sales methodologies to guide homeowners through product selection and design options for window and door replacements.

• Manage the end-to-end sales cycle, from initial customer engagement through contract completion and ensuring a world-class customer experience.

• Leverage sales technology, including iPads, quoting tools, and CRM systems, to streamline the sales process and enhance client interactions.

• Collaborate with internal teams to resolve customer concerns and ensure a seamless transition from sale to installation, contributing to overall GTM efficiency.

📝 Enhancement Note: While the official job title is "Design Consultant, RbA," the core responsibilities and AI-derived keywords strongly indicate a role within a consultative sales function, heavily reliant on GTM processes and potentially touching on sales operations enablement through the use of CRM and quoting tools. The "RbA" likely refers to "Right Building Advisor" or a similar internal designation emphasizing their role in advising clients on building/remodeling solutions.

📈 Primary Responsibilities

• Conduct in-home consultations with potential clients to understand their needs for window and door replacements, offering tailored design solutions.

• Execute established sales processes meticulously, striving to meet and exceed annual sales targets through effective client engagement and product presentation.

• Guide customers through the entire decision-making process, including product selection, design customization, and understanding project timelines.

• Prepare detailed and accurate contracts, incorporating necessary photos and documentation for each project, ensuring clear communication and contractual clarity.

• Foster strong partnerships with internal departments (e.g., installation, customer service) to address any customer concerns or queries promptly and collaboratively, ensuring a superior customer experience.

• Host and manage showroom spaces, engaging potential clients and providing product information and design consultations.

• Attend regular staff meetings for sales training, product updates, and strategic discussions to enhance overall team performance.

• Maintain company-branded vehicles in a professional and clean condition, representing the brand positively during client visits.

📝 Enhancement Note: The responsibilities highlight a blend of direct sales, client relationship management, and cross-functional coordination, which are critical for GTM success. The emphasis on contract preparation and customer experience from sale to installation indicates a need for process adherence and a focus on operational excellence within the sales function.

🎓 Skills & Qualifications

Education: High School Diploma or equivalent required.

Experience: Minimum of 1 year of sales or customer service experience required.

Required Skills:

• Valid driver's license with an excellent driving record (preferred).

• Proficiency in learning and utilizing sales technology, including iPads, specialized quoting tools, and Customer Relationship Management (CRM) systems.

• Strong consultative sales skills with the ability to build rapport and understand customer needs effectively.

• Excellent communication and interpersonal skills for clear and professional client interactions.

• Ability to manage multiple client engagements and project details simultaneously.

Preferred Skills:

• Experience specifically within the home remodeling, windows, or doors industry.

• Proven track record of meeting or exceeding sales quotas.

• Familiarity with design aesthetics and product selection within the home improvement sector.

• Experience in showroom management or hosting.

📝 Enhancement Note: The "0-2" years of experience from AI data suggests this is an entry-level to early-career role, making the "preferred" skills particularly valuable for candidates looking to stand out. The emphasis on learning sales technology points to a need for adaptability and a willingness to embrace new tools for operational efficiency.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• Demonstrations of successful client engagement strategies that led to sales closures, highlighting consultative approaches.

• Examples of detailed contract preparation, showcasing accuracy, completeness, and clarity in contractual agreements.

• Case studies or examples of how you've utilized CRM systems or quoting tools to manage client pipelines, track progress, and improve sales efficiency.

Process Documentation:

• Ability to articulate and follow established sales processes from initial contact to contract signing.

• Understanding of how to document client interactions and project details within a CRM system for reporting and follow-up.

• Familiarity with the workflow of a sales cycle, including lead qualification, needs assessment, proposal generation, and closing procedures.

📝 Enhancement Note: Given the early career nature of the role, a formal "portfolio" might not be strictly required. However, candidates are strongly advised to prepare examples from previous customer-facing or sales roles that demonstrate the listed skills and responsibilities. This could include a "brag book" of successful projects, testimonials, or descriptions of how you've managed sales processes.

💵 Compensation & Benefits

Salary Range: Based on industry standards for entry-level to early-career consultative sales roles in remodeling and construction, with an estimated range of $45,000 - $75,000 annually. This range typically includes a base salary and commission structure.

📝 Enhancement Note: The provided salary range is an estimate based on typical compensation for Design Consultants or Sales Consultants in the home improvement and remodeling sector, considering the 0-2 years of experience. Actual compensation will likely be a combination of base pay and performance-based commissions, significantly influenced by sales performance and closing rates. Regional cost of living and specific company compensation plans will also play a role. Researching local market rates for similar roles in Wisconsin would provide more precise figures.

Benefits:

• Full-time employment benefits package (details not specified, but typically includes health, dental, vision insurance).

• Potential for commission-based earnings, offering significant upside based on performance.

• Opportunities for sales training and professional development within the company.

• Company vehicle with signage (or allowance for personal vehicle use) for client consultations.

• Opportunity to work with high-quality, industry-leading products.

Working Hours: 40 hours per week, with potential for evening and weekend appointments to accommodate customer schedules.

📝 Enhancement Note: The standard 40-hour work week is typical, but roles involving in-home sales often require flexibility to schedule appointments outside of traditional business hours. This flexibility is crucial for client convenience and maximizing sales opportunities.

🎯 Team & Company Context

🏢 Company Culture

Industry: Home Remodeling (Windows & Doors Division)

Company Size: [Company size not specified, but "Waunakee Remodeling" suggests a local to regional focus, potentially medium-sized.]

Founded: [Founding date not specified. The company's longevity and reputation in remodeling would be a key indicator of stability and culture.]

Team Structure:

• The role operates within the Windows & Doors division, suggesting a specialized sales team.

• Sales Consultants likely report to a Sales Manager or Director responsible for GTM strategy execution and performance.

Methodology:

• Emphasis on a structured, consultative sales process designed to guide customers effectively.

• Utilization of technology (CRM, quoting tools) for efficiency and data-driven decision-making in sales activities.

• Commitment to delivering a "world-class customer experience" from the initial sales contact through to post-installation.

• Focus on continuous improvement through regular sales training and staff meetings.

Company Website: [Waunakeeremodeling.com - inferred from AI data]

📝 Enhancement Note: As a remodeling company, Waunakee Remodeling likely values craftsmanship, customer satisfaction, and building long-term relationships. The "Design Consultant" title implies a focus on helping clients achieve their aesthetic and functional goals, suggesting a culture that balances sales targets with client-centric design advice.

📈 Career & Growth Analysis

Operations Career Level: Entry-Level to Early Career Sales Professional. This role is foundational for individuals looking to build a career in consultative sales, client management, and GTM functions within the home improvement sector.

Reporting Structure: Typically reports to a Sales Manager or similar leadership role within the sales department.

Operations Impact: Directly impacts revenue generation by converting leads into closed sales. Plays a crucial role in customer acquisition and retention by providing an excellent initial experience, which influences brand perception and future referrals. Effective management of the sales process contributes to predictable revenue forecasting for the company.

Growth Opportunities:

• Advancement to Senior Design Consultant or Sales Specialist roles with increased responsibility and potential for higher earnings.

• Transition into Sales Management or team leadership positions, overseeing other consultants and driving team performance.

• Opportunities to specialize in specific product lines or market segments within the remodeling industry.

• Development of advanced skills in CRM management, sales analytics, and consultative selling techniques.

📝 Enhancement Note: This role serves as a critical entry point into sales and GTM careers. The structured sales process and focus on customer experience provide a solid foundation for developing core competencies essential for progression in operations and sales leadership roles.

🌐 Work Environment

Office Type: Primarily an on-site role, involving significant time spent conducting in-home consultations with clients. Also includes responsibilities for hosting and managing company showrooms.

Office Location(s): While specific locations for consultations are client-dependent, the company likely has a main office or showroom in or near Waunakee, Wisconsin, and potentially additional locations like Odana Road (mentioned in description).

Workspace Context:

• A dynamic work environment that blends office-based tasks (contract preparation, CRM updates) with client-facing interactions in their homes and at company showrooms.

• Access to sales tools and technology (iPads, quoting software, CRM) is provided to facilitate efficient workflow.

• Opportunities for collaboration with sales colleagues, managers, and other internal teams to share best practices and resolve client issues.

Work Schedule: Standard 40-hour work week, with the expectation of flexibility to schedule appointments during evenings and weekends to meet client availability. This requires strong time management skills to balance client meetings, administrative tasks, and personal time.

📝 Enhancement Note: The on-site nature of this role, particularly the in-home consultations, requires a high degree of professionalism, adaptability, and personal organization. Candidates should be comfortable working independently and managing their daily schedule effectively.

📄 Application & Portfolio Review Process

Interview Process:

• Initial Screening: Likely a phone or video call to assess basic qualifications, communication skills, and interest in the role.

• In-Person Interview: A more in-depth discussion, potentially including a role-play scenario or presentation demonstrating consultative sales skills and product knowledge. This is where a portfolio or examples of past success would be valuable.

• Home Consultation Simulation: Candidates may be asked to simulate an in-home consultation, demonstrating how they would approach a client, assess needs, and present solutions.

• Final Interview: With sales leadership to discuss compensation, benefits, and company culture alignment.

Portfolio Review Tips:

• Sales Process Narrative: Be prepared to walk through a successful sales cycle you managed, highlighting your specific contributions and the methods used.

• Client Success Stories: Showcase specific examples of how you helped clients achieve their goals through your product recommendations and consultative approach. Quantify results where possible (e.g., "increased customer satisfaction by X%", "closed Y deals in Z period").

• Technology Proficiency: Demonstrate your understanding and practical application of CRM systems, quoting tools, or any sales technology you've used. Explain how these tools helped you be more effective.

• Contractual Clarity: If possible, provide anonymized examples of contracts you've prepared, emphasizing thoroughness and clarity.

Challenge Preparation:

• Needs Assessment Role-Play: Practice identifying client needs, asking probing questions, and demonstrating active listening.

• Product Presentation: Prepare to present a fictional window or door solution, highlighting key features and benefits relevant to common homeowner concerns (e.g., energy efficiency, aesthetics, security).

• Objection Handling: Anticipate common objections (e.g., price, timeline) and prepare clear, concise, and professional responses.

📝 Enhancement Note: For an entry-level role, the "portfolio" might be less about formal documents and more about articulating experiences and skills through storytelling and prepared examples. Demonstrating coachability and a willingness to learn the company's specific processes and products will be critical.

🛠 Tools & Technology Stack

Primary Tools:

• CRM Systems: Experience with CRM platforms such as Salesforce, HubSpot, Zoho CRM, or similar systems for managing leads, tracking customer interactions, and pipeline management.

• Quoting Tools: Familiarity with specialized software used for generating accurate price quotes for windows and doors, often integrated with product catalogs and design options.

• iPads/Tablets: Proficiency in using mobile devices for presentations, data entry, and accessing sales tools in the field.

Analytics & Reporting:

• Basic understanding of sales metrics and how they are tracked within a CRM (e.g., conversion rates, sales cycle length, average deal size).

CRM & Automation:

• The role requires effective use of the CRM to manage customer data and sales workflows. While direct automation building might not be expected, understanding how automated processes (e.g., follow-up reminders) within the CRM function is beneficial.

📝 Enhancement Note: The AI-identified "preferred" skill for sales technology is crucial. Candidates who can readily adapt to and effectively utilize these tools will have a significant advantage. Understanding the purpose of these tools in driving sales efficiency and customer experience is more important than deep technical expertise at this level.

👥 Team Culture & Values

Operations Values:

• Customer-Centricity: A strong commitment to understanding and meeting homeowner needs, ensuring satisfaction from sale to installation.

• Integrity & Professionalism: Upholding high standards of conduct, honesty, and reliability in all client interactions and business dealings.

• Teamwork & Collaboration: Working effectively with colleagues across departments to achieve shared goals and resolve customer issues efficiently.

• Efficiency & Process Adherence: Following established sales processes and utilizing technology to ensure smooth operations and consistent client experiences.

• Continuous Improvement: A willingness to learn, adapt, and embrace new sales techniques, products, and technologies.

Collaboration Style:

• Proactive communication with internal teams (installation, customer service) to ensure project success and address any client concerns.

• Openness to feedback from sales managers and peers to refine sales techniques and improve performance.

• Collaborative approach to problem-solving, working together to find the best solutions for customers and the business.

📝 Enhancement Note: The company culture likely emphasizes building trust with homeowners and delivering quality results. A candidate who can demonstrate empathy, strong communication, and a team-oriented mindset will align well with these values.

⚡ Challenges & Growth Opportunities

Challenges:

• Sales Quota Attainment: Meeting or exceeding sales targets in a competitive market requires consistent effort, effective sales strategies, and strong client conversion skills.

• Managing Diverse Client Needs: Adapting sales approaches to meet the unique design preferences, budgets, and timelines of various homeowners.

• Navigating In-Home Sales Environment: Maintaining professionalism and effectiveness in diverse home settings, often requiring adaptability to unexpected circumstances.

• Learning Complex Product Lines: Quickly acquiring in-depth knowledge of window and door products, their features, benefits, and installation requirements.

Learning & Development Opportunities:

• Comprehensive Sales Training: Access to structured training programs focused on consultative selling, product knowledge, and CRM/quoting tool utilization.

• Mentorship: Potential for guidance from experienced sales professionals and managers to develop sales acumen and career strategies.

• Product Expertise: Deep dive into the company's window and door offerings, becoming a knowledgeable resource for clients.

• Career Progression: Clear pathways for advancement within the sales team and potentially into management roles.

📝 Enhancement Note: This role presents an excellent opportunity for individuals to develop foundational sales skills and gain practical experience in a client-facing role within the GTM function. The challenges are typical for entry-level sales positions and are directly linked to the growth opportunities provided.

💡 Interview Preparation

Strategy Questions:

• "Describe your approach to a consultative sales process. How would you uncover a homeowner's needs for window and door replacement?" (Focus on active listening, probing questions, and empathy).

• "How have you used technology, such as a CRM or quoting tool, in previous roles to manage sales activities or improve efficiency?" (Provide specific examples of tool usage and impact).

Company & Culture Questions:

• "Why are you interested in working for Waunakee Remodeling, specifically in our Windows & Doors division?" (Research the company's reputation, values, and product offerings).

• "How do you handle disagreements or concerns from customers, and how would you collaborate with internal teams to resolve them?" (Highlight problem-solving skills and teamwork).

Portfolio Presentation Strategy:

• Showcase Your Process: Be ready to explain your typical sales journey from initial contact to closing, using examples from past experiences.

• Quantify Achievements: If possible, use numbers to illustrate your success (e.g., number of sales closed, customer satisfaction ratings).

• Demonstrate Tech Savvy: Briefly explain how you leverage technology to enhance your sales effectiveness and client management.

• Highlight Design Sensibility: If you have examples of design recommendations you've made, be prepared to briefly discuss them.

📝 Enhancement Note: For this role, demonstrating enthusiasm, strong communication skills, and a genuine interest in helping homeowners improve their living spaces will be as important as technical sales skills. Focus on presenting yourself as a coachable and professional individual.

📌 Application Steps

To apply for this operations position:

• Submit your application through the provided Paycom link: https://www.paycomonline.net/v4/ats/web.php/portal/B400C680919EDD6376F899867F3C2DD9/jobs/60229

• Tailor Your Resume: Highlight any experience in sales, customer service, or client-facing roles. Emphasize achievements related to meeting goals, customer satisfaction, and using technology.

• Prepare Your Narrative: Be ready to articulate your sales process, how you handle customer needs, and your experience with CRM or quoting tools.

• Research Waunakee Remodeling: Understand their products, services, and company values. This will help you tailor your responses and demonstrate genuine interest.

• Practice Your Presentation: If asked for a simulated consultation or presentation, practice clearly and confidently articulating solutions and benefits.

⚠️ Important Notice: This enhanced job description includes AI-generated insights and operations industry-standard assumptions. All details should be verified directly with the hiring organization before making application decisions.