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Key Responsibilities and Required Skills for Mobile and Smart Living Advisor

💰 $ - $

TelecommunicationsIoTSmart HomeCustomer SuccessSales

🎯 Role Definition

The Mobile and Smart Living Advisor is a customer-facing technical consultant responsible for recommending, designing, coordinating and supporting mobile connectivity and smart home/IoT solutions for residential and small business clients. This role combines presales advisory, field or virtual assessments, solution configuration, partner/vendor coordination, installation oversight, training, and aftercare. The advisor acts as the customer advocate across product, engineering and operations teams to ensure secure, usable and commercially viable smart-living deployments that meet KPIs for adoption, retention and satisfaction.


📈 Career Progression

Typical Career Path

Entry Point From:

  • Retail Mobile Sales Advisor or In‑Store Consultant
  • Field Technician / Smart Home Installer / Cabling Technician
  • Technical Support or Customer Success Representative for IoT/smart devices

Advancement To:

  • Senior Mobile & Smart Living Advisor / Team Lead
  • Solutions Architect (IoT / Smart Home)
  • Product Manager — Smart Living / Connected Services
  • Business Development Manager — IoT & Smart Home

Lateral Moves:

  • Project Manager — Field Services
  • Customer Success Manager — Connected Devices
  • Retail Operations Manager with IoT focus

Core Responsibilities

Primary Functions

  • Conduct detailed needs assessments for residential and small-business customers, including site surveys (physical or virtual), usage profiling, and constraints analysis to design tailored mobile + smart living solutions that balance cost, connectivity and privacy.
  • Create and present end-to-end proposals and technical quotations that combine mobile plans, home connectivity (Wi‑Fi mesh, extenders), smart devices (sensors, cameras, locks, thermostats), cloud integrations and subscription services.
  • Lead technical consultations explaining trade-offs between connectivity options (DSL, fiber, LTE/5G fallback, Wi‑Fi 6/6E), device compatibility, power/installation constraints and ongoing support implications.
  • Design solution architectures that ensure interoperability across ecosystems (Matter, Thread, Zigbee, Z‑Wave, Bluetooth LE) and integrate with major voice assistants and smart platforms (Google Home, Amazon Alexa, Apple HomeKit).
  • Coordinate and schedule installation and commissioning activities with field technicians, subcontractors and network operations to ensure smooth activation and minimal disruption to the customer.
  • Configure and provision devices and gateways, perform on‑site or remote device pairing, mesh network optimization and firmware updates to guarantee stable operation and security baseline.
  • Troubleshoot complex connectivity, device interoperability and cloud synchronization issues end-to-end, liaising with NOC, vendor support and engineering teams to resolve escalations promptly.
  • Drive adoption of managed services and subscription offerings by demonstrating value through hands-on demos, in-store or in-home trials, proof‑of‑concepts and clear ROI explanations to customers.
  • Maintain up-to-date product knowledge and lab/demo setups to showcase feature capabilities, new releases and integration scenarios for both customers and internal sales channels.
  • Train customers, household members or on‑site staff on device usage, maintenance, privacy settings and safe operation practices; create customized guides and follow-up materials.
  • Ensure that all smart living deployments comply with company policies and industry regulations for data protection, lawful device use and electrical safety; escalate compliance issues when detected.
  • Monitor customer usage and device telemetry (with consent), analyze trends for churn risk or upsell opportunities, and recommend actions to the retention and product teams.
  • Manage the full lifecycle of customer orders from intake through provisioning, installation verification and post‑installation satisfaction checks; own the customer experience until the solution is stable.
  • Act as the technical escalation point for retail and partner channels, providing guidance, troubleshooting steps and playbooks to resolve complex sales or service issues quickly.
  • Drive continuous improvement by collecting customer feedback, identifying common pain points and collaborating with product and engineering to deliver firmware, UX or service improvements.
  • Prepare and maintain accurate technical documentation, installation records, service tickets and configuration baselines in CRM and ticketing systems.
  • Negotiate and manage relationships with hardware vendors, installation partners and subcontractors to ensure SLAs, warranty handling and spare parts availability.
  • Support marketing and sales enablement by contributing technical copy, case studies, demo scenarios, and FAQs that help convert leads into smart living customers.
  • Perform pre‑sales technical validation for complex or commercial customers, including capacity planning, interference analysis and risk assessments for multi‑device households or multi‑tenanted sites.
  • Lead pilot programs and small-scale rollouts for new smart living features or devices, collecting KPIs, user feedback and success metrics to inform broader deployments.
  • Implement and promote security best practices: device hardening, secure onboarding, strong password guidance, network segmentation for IoT devices and timely firmware patching strategies.
  • Coordinate warranty and RMA processes for defective devices, including troubleshooting to validate failures, initiating returns and ensuring replacements are provisioned promptly.
  • Provide structured handover to account management and support teams with runbooks, acceptance criteria and recommended monitoring thresholds for each deployed solution.
  • Advocate for accessibility and inclusive design in smart living solutions by recommending device and UI choices that support elderly or mobility‑impaired users.

Secondary Functions

  • Support ad-hoc data requests and exploratory data analysis.
  • Contribute to the organization's data strategy and roadmap.
  • Collaborate with business units to translate data needs into engineering requirements.
  • Participate in sprint planning and agile ceremonies within the data engineering team.
  • Maintain a demo lab of integrated devices and connectivity options for training and validation.
  • Assist in creating standard operating procedures (SOPs) and training modules for new advisors and installation partners.
  • Help define KPIs and SLAs for smart living services and report on performance to regional managers.
  • Participate in trade shows, community events and in‑store activations to demonstrate smart living scenarios and drive interest.
  • Support pilot partnerships with utilities, insurers or health providers by aligning connected device capabilities with partner requirements.
  • Act as a subject matter expert for legal and procurement teams when evaluating new device contracts or data processing agreements.

Required Skills & Competencies

Hard Skills (Technical)

  • Deep understanding of home and small‑business networking: Wi‑Fi architectures (mesh, access points, Wi‑Fi 6/6E), Ethernet, NAT, DHCP, VLANs and QoS tuning for streaming and real‑time devices.
  • Practical experience with cellular technologies and integration: LTE, NB‑IoT, CAT‑M, 5G fallback models and SIM/eSIM provisioning for connected devices.
  • Proficiency with common smart home and IoT protocols: Matter, Thread, Zigbee, Z‑Wave, Bluetooth LE, MQTT, CoAP and RESTful APIs.
  • Familiarity with cloud IoT platforms and provisioning tools (AWS IoT, Azure IoT Hub, Google Cloud IoT) and basic cloud service configuration for device telemetry and OTA updates.
  • Hands‑on device provisioning, firmware upgrade procedures and troubleshooting workflows for consumer IoT devices (cameras, hubs, thermostats, sensors).
  • Knowledge of home automation platforms and integration points: Google Home, Amazon Alexa, Apple HomeKit, and manufacturer SDKs.
  • Strong command of cybersecurity best practices for IoT: secure onboarding, encryption, certificate management, network segmentation and vulnerability management.
  • Competence using CRM, ticketing and field workforce management tools (Salesforce, Zendesk, ServiceNow, field service scheduling).
  • Basic scripting or automation skills (Python, Bash) to automate diagnostics, parse logs and create repeatable test procedures.
  • Experience with analytics and telemetry interpretation (Grafana, Kibana, basic SQL) to analyze device health, usage and incident trends.
  • Familiarity with interoperability testing and device qualification procedures, as well as certification programs (Wi‑Fi Alliance, Zigbee Alliance/Matter).
  • Knowledge of electrical safety, low‑voltage wiring and installation best practices relevant to smart home hardware.

Soft Skills

  • Consultative selling and customer needs discovery — able to translate technical constraints into clear customer benefits and commercial outcomes.
  • Excellent verbal and written communication, capable of explaining technical concepts in plain language to non‑technical customers.
  • Strong problem solving and critical thinking — diagnostic approach to isolate issues across device, network and cloud layers.
  • Project coordination and time management — juggle multiple orders, installations and escalations while meeting SLAs.
  • Empathy and active listening — understand unique customer contexts (seniors, families, small businesses) and adjust recommendations.
  • Collaboration and stakeholder management — work cross‑functionally with product, engineering, ops and vendor partners.
  • Attention to detail — maintain accurate configuration records and follow security and compliance checklists.
  • Resilience and adaptability — comfortable in a fast‑moving product environment with frequent hardware and firmware changes.
  • Training and mentoring skills — onboard new advisors or retail staff and share best practices.
  • Sales orientation and commercial acumen — identify upsell/cross‑sell opportunities while preserving customer trust.

Education & Experience

Educational Background

Minimum Education:

  • High school diploma or equivalent with demonstrable technical experience, or
  • Associate degree in a technical discipline.

Preferred Education:

  • Bachelor’s degree in Electrical Engineering, Computer Science, Telecommunications, Information Technology, or Business with technical specialization.
  • Certifications in networking (CompTIA Network+, CCNA), cloud/IoT (AWS IoT, Azure IoT), or smart home ecosystems are a plus.

Relevant Fields of Study:

  • Electrical / Electronics Engineering
  • Computer Science or Software Engineering
  • Telecommunications / Network Engineering
  • Information Systems / IoT Engineering
  • Product Management / Business Technology

Experience Requirements

Typical Experience Range: 2–6 years in customer-facing technical roles (retail/field/technical support) with at least 1–2 years focused on smart home, IoT or connected services.

Preferred:

  • 3–5+ years delivering or supporting smart home or IoT solutions, field installations, or network provisioning.
  • Proven track record of consultative sales or upsell in a telecom, retail or managed services environment.
  • Experience working with cross-functional teams (product, engineering, ops) to deliver production‑grade connected services.