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Downsizing Relationship Manager

Downsizing Relationship Manager

Company Description

The Downsizers is the leading full-service move management team in the Triangle, specializing in serving the senior community and individuals in transition. 

We proudly serve the entire Triangle region (including Raleigh, Durham, Chapel Hill, Durham, Cary, Apex, Wake Forest, Morrisville, Holly Springs, Hillsborough, Fuquay-Varina, and surrounding areas). The Downsizers work in private homes, apartment complexes and senior communities.

We value our team, offer flexible scheduling, and encourage opportunities for advancement as we continue to grow. If you are seeking daily work that makes a difference in the lives of our senior population, The Downsizers could be for you. Join a company where compassion and customer service are a priority and each project is unique!

Job Description

The Downsizers is seeking a compassionate, effective, and detail-oriented sales professional to represent our team, business, and service offering through customer introduction, acquisition and onboarding via a consultative sales process. 

This position will be responsible for meeting and exceeding sales goals, while effectively estimating projects and providing scope of work proposals for service delivery team and customers. 

This role will thrive with the following qualities: excellent intuition, efficient, timely response to clients and team, ability to provide sense of calm with prospective clients, confidence in knowledge of industry and The Downsizers experience, and authenticity. 

Our culture is steeped in a unique combination of compassion, collaboration, trust, critical thinking, joy, and providing exceptional customer service and experience. 


Prepare for and complete consults (typically 5-8 per week) for potential clients and projects. 

Follow up with clients post-consult with Estimate and additional details 

Work cohesively with Office Manager to onboard clients, schedule projects and effectively communicate with team based upon information gathered at a consult.

Initiate, prepare for, and represent The Downsizers at marketing/sales events such as tradeshows, exhibits, community and networking events.

Develop and expand relationships with new senior communities, resource partners and referral partners. 

Follow through with pre-sales tasks (incoming calls at office, restocking of marketing materials at various locations, etc). 

Maintain CRM tool with accurate and current information for team.

Continue to analyze and improve the workflow/process for the "hand-off" between sales, operations, and service delivery. 

Develop post-move feedback process and check-in with clients.

Participate as a member of the leadership team.

Participate in all team meetings, weekly meetings, and team events.

Provide updates in team meetings on sales activity/progress.

Work with the owner to create and revise marketing materials and provide content for social media, vlog, and web presence.

Supply marketing materials to referral partners and communities.

Will be required to work all phases of projects in first 120 days. 

Responsible for Customer/Partner Appreciation including events, mailings, and client communication.

Develop Standard Operation Procedures (SOPs) on sales process and "hand-off" to operations.



BS/MS degree in business, or related field

Office based out of Chapel Hill; Consults throughout the Triangle region - candidate must be comfortable with commuting to consults

Successful previous experience in a sales role, consistently meeting or exceeding targets

Must be savvy with technology and applications 

Committed to continuous education through workshops, seminars and conferences

Demonstrated ability to communicate, present, and influence credibly and effectively at all levels of the organization

Proven ability to drive the sales process from plan to close

Strong emotional IQ

Excellent negotiating, coaching and people management skills

Engaging storytelling and presentation skills

Industry expertise, preferred

Flexibility with scheduling to provide timely consults (ie. evening and/or weekend appointments, as needed) 

Comprehensive understanding of The Downsizers culture, service delivery, project flow and client experience

Additional information


Health, Dental, and Vision Benefit Package

Mileage reimbursement

Paid training

Matching 401(k) 

Paid Team events

Paid Volunteer opportunities

Total Compensation: Base + Commission $60k-$80k (with commission ramp in first 120 days) 

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