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
- 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.
- 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.
- 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.
- 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.
- 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)