Added
15 days ago
Location
Type
Full time
Salary
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crm documentation account management sales customer service📋 Description
- Manage the customer experience from start to finish for roofing projects.
- Generate new business and meet monthly sales quota.
- Meet with insurance adjusters and document the scope of work.
- Upload contracts, photos, measurements, and notes into the CRM after appointments.
- Coordinate with internal teams (Project Coordinators, Production, Supplements).
- Provide updates, explain insurance paperwork, and collect payments.
🎯 Requirements
- Generate new business through outreach and sales efforts; quota must be met.
- Main contact for customers; provide follow-up and high-quality service.
- Meet with insurance adjusters; document scope; upload files, photos, and notes promptly.
- Collaborate with internal teams (Project Coordinators, Production, Supplements) to move projects forward.
- Work flexible hours, including evenings and Saturdays.
- Uphold Legacy Core Values in all interactions.
🎁 Benefits
- $90,000 base salary plus uncapped commissions.
- Vehicle allowance.
- Health, dental, and vision insurance.
- 401(k) with company match.
- 10 days paid time off and 8 paid holidays.
- Paid paternity leave benefit.
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