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Business Development Client Relationship Management

Sales Consultant​/Advisor

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: Paylocity
Full Time position
Listed on 2026-09-28
Job specializations:
  • Sales
    Business Development, Client Relationship Management
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below

Description

  • Attend BNI meetings once per week and support groups with referrals.
  • Attend networking events once per month.
  • Canvass neighborhoods during any sales appointment (measure call, presentation, site visit) seeking roofs with previous repairs, tarps, and old roofs.
  • Canvass houses spotted with the above criteria while driving to and from appointments.
  • Practice 3’ rule meaning discuss your business and pass business cards (and ask for referrals) to anyone you encounter within 3’ during the normal course of the day.
  • Enter all self-generated leads into CRM with Self Gen Type = BNI, Personal, Referred, etc.).
  • Perform confirmation phone calls within 4 hours of company lead being assigned.
  • Contact any customer immediately if you are arriving late for an appointment.
  • When negotiating, look up all competitors on sunbiz.org and  to determine ownership and years in business.
  • Review competitor scope of work thoroughly before considering any price reductions (apples to apples).
  • Visit all tear offs to confirm scope of work, gain hands on experience, and canvas neighborhoods.
  • Turn in “Sold” jobs with complete paperwork required in a timely fashion.
  • Perform routine follow up with customers in progress to stay in touch and stay engaged.
  • Contact all Referring Customers to thank them for the referral.
  • Update your sold jobs on the Sales Huddle KPI report before Monday morning.
  • All custom pricing i.e. tapered insulation, custom tile, misc. conditions, etc. must have supporting documentation attached to the final CPQ estimate record (labor estimates included).
  • Do not add or remove any items or lines on the PDF contract. Must come from the CPQ Contract.
  • Any and all tasks requested from management.
    • KEY BEHAVIORS
  • Create a daily Task List after reviewing all communication channels daily (Missed Calls, Previous Calendar Appointments, Text Messages, Voicemails, Emails, Loose Papers).
  • Prepare for appointments by performing research on the house (Proximity, Google maps, property search, and permit search) and customer (Facebook, Linked In, Google).
  • Perform SSSAAA on all opportunities. (Sections, Slope, Scale, Access, Accessories, Attic)
  • Maintain a Sales Next Step with a future date on all opportunities.
  • Involve the Sales Manager before losing any opportunity (last look).
  • Set clear expectations with the customer immediately after signing. (incl. Sheathing costs, deflection, fascia, concrete tile, exposed roof debris, trash pick up, timelines etc.)
  • Do not disqualify opportunities for the following reasons, especially for high-visibility, large homes, or desirable neighborhoods:
  • No Answer:
    If the customer doesn’t answer to confirm the appointment, show up at the scheduled time.
  • Urgent roofing timeline:
    If the customer needs the roof completed quickly, prioritize the project as needed.
  • Price sensitivity:
    If the customer mentions they are looking for the cheapest price, focus on demonstrating value and contact the Director of Sales for final negotiations.
  • Budget limitations:
    If the customer has a budget below a certain amount, present value and involve the Director of Sales for last-look negotiations.
  • Unresponsive customers:
    If the customer doesn’t confirm the appointment, still show up at the scheduled time.
  • Availability concerns:
    If the customer says they are unavailable or cannot follow the process, schedule the appointment and attend regardless.
  • Pending home ownership:
    If the customer does not yet own the property, continue to work with them and prioritize the project once ownership is finalized; seek referrals in the meantime.
  • Third-party contacts:
    If a realtor or property manager is calling on behalf of the owner or buyer, engage strategically and build alliances.
    • Requirements MINIMUM STANDARD OF PERFORMANCE
    • 20% conversion of company opportunities
    • Meeting sales quota for self generated sales and total sales
    • High morale in department and positive relationship with supporting staff
    • Must be able to lift, carry, push, or pull up to 30 pounds.
    • Must be able to safely traverse and inspect all areas of jobsite in all types of weather; this may include walking, standing, maintaining balance, repetitive movement, climbing, reaching, sitting, bending, crawling, or stretching.
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