Added
15 days ago
Type
Full time
Salary
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Related skills

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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