Territory Sales Representative

Job Type: Full-Time

Compensation: Commission (details to be discussed)

Reports To: General Manager / Sales Manager

Position Summary

We are hiring a Sales Project Manager to support the end-to-end client experience in residential and commercial roofing projects. This position combines customer relationship management, project oversight, and operational coordination, with a strong emphasis on client acquisition and service excellence. This is a performance-based role, ideal for individuals who are driven, self-motivated, and thrive in fast-paced, client-facing environments.

Key Responsibilities Client Engagement & Sales Development

• Generate, track, and follow up on leads consistently.
• Develop and maintain a detailed client database.
• Create and implement strategic outreach and follow-up plans to support sales efforts.
• Conduct phone outreach to both new and existing clients.
• Explain contracts and scopes of work, resolving any client concerns or questions.
• Assist customers with the insurance claims process; minimum requirements of inspection and claims filed to be determined by General Manager.
• Meet with insurance adjusters at the customer's property to advocate for claim approvals.

Project Oversight & Field Work

• Conduct on-site roof inspections, take photographs, and upload findings to CRM.
• Review loss reports and assist customers in signing scopes or contracts.
• Participate in the build process and perform final quality walk-throughs.
• Monitor material delivery and check product quality as needed.
• Collect completion photos and submit all required documentation for invoicing and production.

Administrative & CRM Management

• Enter all customer and prospect information accurately into CRM (e.g., Acculynx).
• Complete and manage paperwork related to contracts, repairs, ITEL sample collection, and production.
• Follow up on outstanding leads, documentation, and collections as needed.
• Maintain clean, organized digital and physical work spaces.

Core Competencies & Expectations Professionalism

• Dress and present yourself professionally at all times.
• Communicate clearly via phone, email, and in-person interactions.
• Ask thoughtful questions and be prepared with clear, concise answers.

Autonomy & Initiative

• Be proactive in identifying and solving problems independently.
• Take ownership of responsibilities and complete tasks without repeated follow-up.

Efficiency & Time Management

• Prioritize high-impact tasks and manage time effectively.
• Maintain punctuality and preparation for all appointments, meetings, and job-site visits.
• Complete work accurately and quickly without sacrificing quality.

Team Contribution & Culture

• Build collaborative relationships with colleagues and customers.
• Respect the perspectives and strengths of every team member.
• Maintain a clean and tidy workstation and convey professionalism through tone and body language.

Qualifications

• Prior experience in sales encouraged but not required.
• Strong ability to learn sales processes.
• Comfortable with roofing-related tasks, including roof inspections and minor repairs.
• Competency with Microsoft Office (Excel, Word, Outlook).
• Proficiency with CRM systems or willingness to learn quickly.
• Strong written and verbal communication skills.
• Valid driver's license and reliable transportation required.

What We Offer

• Performance-driven compensation plan with growth opportunity.
• Training and support to help you succeed in both sales and project management.
• A professional, supportive, and fast-paced team environment.
• Opportunities to take on leadership and higher responsibility roles over time.

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