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About the Role

Present and collaborate with clients on memorial products and designs. Customize lasting products to memorialize their loved one.

Responsibilities

• Design preliminary Good/Better/Best options to present to client families during meetings.
• Apply intake information, culture, and deceased relationship to develop preliminary designs in computer automated design (CAD) software.
• Present CAD design options as well as product materials and color options to client during at-need Arrangement or pre-need sales meeting.
• Listen for client preferences, wishes, and input immediately revising design.
• Apply creativity and knowledge of park/crypt/mausoleum layout to enhance design.
• Influence product selection for a lasting memorial.
• Finalize product and design decisions.
• Update proprietary software with purchasing decision and pricing.
• Design final memorial and select materials.
• Obtain client’s design and product approval.
• Revise design as necessary ensuring client satisfaction.
• File pre-need designs according to procedures.
• Upon at-need approval, order product material, send memorial design to vendor, and obtain estimated delivery date.
• Address vendor/manufacturer questions or issues.
• Follow upon delays.
• Upon delivery, inspect materials and double check design to original specifications including font, font size, spacing, spelling, artwork, and similar design elements.
• Take initiative to resolve issues with vendor.
• Notify operations Memorial is ready for installation.
• Post installation, notify client of completion.
• Attend and actively participate in daily sales huddles reviewing 3-day appointment schedule (past/present/future) outcomes, status, and discuss outstanding issues or request documents as well as obtain information to prepare designs for assigned appointments.
• Share positive feedback and staff kudos.

Requirements

• High School Diploma or equivalent
• At least one year in a support role, preferably in a customer service environment
• Experience with data based or CAD a plus
• Proficient with MS Office software suite, particularly Outlook
• Strong attention to design detail
• Ability to learn computer automated drawing (CAD) software
• Ability to continually improve skills and industry knowledge
• Ability to self-prioritize work load to meet shifting priorities in a fast paced environment
• Ability to lift up to 35 pounds
• Bi-lingual a plus
• Professional attire required when in contact with families
• Ability to work evenings and weekends to meet with clients

Skills

• MS Office
• Outlook
• CAD software
• Data based software

Location

• US-TX - Dallas

Work Type

• Full-time

Experience Level

• 1+ year experience

Education Level

• High School Diploma or equivalent

About the Company

• Our associates celebrate lives. We celebrate our associates.