Customer and Sale Representative

The Solomon’s Minds network is seeking a highly motivated, relationship-driven, and organized Sales & Client Relations Representative to support business growth, customer engagement, and operational coordination across multiple affiliated companies and service lines.

This fully in-person role combines business development, sales, customer relationship management, and service coordination responsibilities. The position serves as both a revenue-generating sales role and a customer-facing relationship management role, helping guide prospective and existing clients from initial inquiry through ongoing service engagement.

The representative will support a diverse portfolio of services across consulting, technology, home concierge, property development, and skilled trade industries. This includes working with nonprofits, small businesses, real estate developers, homeowners, and residential service clients.

Unlike a traditional sales position focused solely on outbound selling, this role emphasizes consultative relationship-building, lead conversion, customer retention, operational coordination, and cross-company service alignment.

The ideal candidate is adaptable, strategic, customer-oriented, and comfortable managing a multifaceted pipeline that includes both new business development and ongoing customer relationship management.

• Identify, prospect, and generate new leads across multiple industries and customer types
• Conduct discovery conversations to understand customer needs and recommend appropriate solutions across the network
• Develop and manage a multi-service sales pipeline spanning consulting, technology, home services, and property-related offerings
• Prepare and present proposals, estimates, presentations, and service recommendations aligned with client goals
• Support lead conversion through consistent follow-up communication via phone, email, messaging, and CRM workflows
• Identify opportunities to bundle, upsell, or cross-sell services across affiliated companies
• Assist in developing outreach campaigns, referral strategies, and relationship-based business development initiatives

• Serve as a primary point of contact for prospective and existing clients
• Build and maintain long-term customer relationships to encourage repeat business, renewals, referrals, and client retention
• Maintain proactive communication with customers regarding service updates, scheduling, estimates, project progression, and follow-up needs
• Respond to customer inquiries, concerns, and requests in a timely, professional, and solutions-oriented manner
• Conduct post-service follow-ups to ensure customer satisfaction and identify additional service opportunities
• Help maintain high-quality customer experiences that reflect company professionalism and service standards

• Manage inbound calls, online inquiries, emails, and customer requests across multiple service categories
• Gather and organize customer information, project details, scheduling preferences, and service requirements
• Coordinate communication between customers and internal teams or onsite service providers
• Assist with appointment scheduling, estimate coordination, route updates, and operational communication
• Ensure accurate documentation and tracking of customer interactions, service notes, and pipeline progression within CRM systems

Support and promote services across the Solomon’s Minds network, including:

• Business and nonprofit consulting services
• IT consulting and technology solutions
• Home concierge and lifestyle management services
• Property development and project opportunities
• Skilled trade and home services (construction, HVAC, plumbing, electrical, handyman, roofing, windows, etc.)

• Identifying strategic partnership and referral opportunities
• Coordinating customer transitions between departments or affiliated companies
• Supporting customer upgrades, renewals, and expanded service packages

• Professionally address customer concerns, complaints, or service issues
• Assist in…