Job Description

Roofing Service Sales

Livermore, CA

Description

ACS Roofing Service Sales Representative

Position Summary

The Roofing Service Sales Representative is responsible for generating and closing repair, maintenance, and service-level roofing work — inspections, leak repairs, coatings, and small-to-mid-size projects — for commercial and industrial customers. This role is the front line of Allied's service revenue: building relationships with property managers and building owners, accurately scoping service work, and converting inspections and leads into signed work orders.

Success in this role means:

• Consistent monthly service sales volume
• Fast lead response and high close rates on service/repair work
• Accurate scoping that leads to clean handoffs to the service/production team
• Strong repeat and referral business from existing accounts

Core Responsibilities

1. Lead Generation & Pipeline Management

• Respond quickly to inbound service and repair leads
• Prospect new accounts: property managers, HOAs, general contractors, commercial building owners
• Maintain an active pipeline of inspection, repair, and maintenance opportunities
• Keep CRM updated daily with lead status, notes, and next steps

Key Outcome: A full, accurate pipeline of service opportunities.

1. Site Inspections & Scoping

• Conduct on-site roof inspections to identify repair and maintenance needs
• Document roof condition with photos and notes
• Accurately scope the work required (coatings, patching, flashing repair, maintenance plans, etc.)
• Coordinate with the roofing service/production team on feasibility and pricing

Key Outcome: Scopes that are accurate, sellable, and easy to execute.

1. Proposals & Closing

• Prepare clear, accurate proposals and estimates for service and repair work
• Present pricing and recommendations to customers in person or virtually
• Follow up promptly on outstanding proposals
• Negotiate and close contracts in line with company pricing and margin guidelines

Key Outcome: Jobs sold accurately and profitably, the first time.

1. Client Relationship Management

• Build long-term relationships with property managers, HOA boards, and commercial building owners
• Recommend proactive maintenance plans to reduce future repair costs for clients
• Follow up after job completion to confirm satisfaction
• Drive repeat business and referrals from existing accounts

Key Outcome: High customer retention and a strong local reputation.

1. Handoff & Communication

• Ensure a smooth handoff from sales to the service/production crew
• Confirm scope clarity with the production team to avoid miscommunication or change orders
• Stay available to answer customer or crew questions once a job is scheduled

Key Outcome: Minimal job friction and accurate expectations for the customer.

Key Performance Indicators (KPIs)

Sales Performance

• Monthly service/repair sales volume
• Close ratio %
• Average job size
• Lead response time

Pipeline & Process

• CRM compliance rate
• Number of inspections/proposals completed per week
• Proposal turnaround time

Quality & Retention

• % of jobs requiring rework due to scoping errors
• Customer satisfaction scores
• Repeat client rate

Required Skills & Experience

• 1+ years in roofing, construction, or service-based sales preferred
• Comfortable performing roof inspections and working at heights
• Strong communication and relationship-building skills
• Basic estimating/scoping ability (or willingness to learn)
• CRM experience a plus
• Valid driver's license with a clean driving record

Traits

• Self-motivated and responsive
• Detail-oriented
• Customer-focused
• Comfortable in the field, not just the office
• Reliable and accountable

Reporting Structure

Reports To:

• Roofing Sales Lead / Sales Manager

Works Closely With:

• Roofing Service Technicians
• Estimating Department
• Accounting
• Roofing Production Manager

Compensation Structure (Optional Section)

• Base salary + commission
• Bonus on job margin or upsold maintenance plans
• Company vehicle or mileage allowance (if applicable)