Guide customers through the Ulrich Proven Process to discover needs, design solutions, close sales, collect deposits/payments, manage CRM records, process order changes, and hand off completed orders to production while meeting team goals.

Perform outbound phone outreach to inbound leads from digital channels, qualify prospects, conduct high-level discovery, document conversations, set up qualified meetings or live transfers, and collaborate with designers and sales team to drive pipeline growth using CRM and Google Suite.