Sales/Estimator

Sales Manager - Boundless Moving & Storage

Position: Business Development/Sales

Classification: Commission Draw

Pay Range: $50,000-$90,000 per year

Manager Position:

• 1% on all sales revenue for all other sales in organization

Sales Position:

• Base: 7% Sales Commission on sales - opportunity for quarterly bonuses/incentive plan

Benefits: 2 weeks paid vacation, 5 days- Holiday Pay, Colonial Life supplemental, Direct Primary Care

Reports to: CEO

Direct reports: None

Last updated: 10/2026

Sales Management

1. Phones - Customer Inquiries - Sales Team Expectations

• Team answers all phone calls and act as “gatekeeper” for office
• Send timely voicemails/estimates to estimators
• Establish Lead integration into CRM
• Respond promptly to phone messages
• Provide over-the-phone estimates, such as “labor-only” and “$499 Special”
• Anything under $500 or 2 hour minimum stays in office and closes on first phone call
• Communicate with DO and sales team in timely manner regarding customers
• Build Sales Schedule - Every other Saturday/Sunday Coverage - Remote
• Other as needed

2. Sales Management Goals

• Weekly total leads generated and conversion rates per sales rep
• Sales rep training - weekly/monthly
• Speed to lead response time for customer inquiries
• Closing ratio on estimates
• Weekly outbound realtor and referral partner contacts/meetings
• Weekly KPI and metrics submission compliance

Community/Business Development Manager

Summary:

The Sales Manager serves as the primary salesperson for the Knoxville office and is responsible for leading the sales team for the organization through weekly metrics, goals, and quotas. In addition to conducting sales calls as an estimator in Knoxville, this role drives growth by building strong referral relationships across the Knoxville and Chattanooga communities, with a primary focus on realtors.

Core Responsibilities: Essential Duties and Responsibilities include the following. Other duties may be assigned.

• Lead and manage the sales team by establishing, tracking, and enforcing weekly sales metrics, performance goals, and quotas.
• Serve as the main estimator for the Knoxville office, performing sales calls, conducting site assessments, and providing accurate quotes to clients.
• Develop and maintain strong referral relationships within the Knoxville community, focusing on realtors, housing professionals, and key industry partners.
• Prospect and generate moving customer leads through networking, cold calling, and referrals, meeting pre-established goals and quotas.
• Conduct thorough assessments of client needs, including inspections and measurements, to provide accurate and competitive quotes.
• Develop and maintain strong relationships with real estate agents, contractors, property managers, and other relevant stakeholders in the industry.
• Deliver persuasive sales presentations and proposals, highlighting the features, benefits, and value of our moving and storage solutions.
• Collaborate with our administrative teams to ensure accurate project estimation, feasibility, and timely completion of projects.
• Negotiate and close sales deals, ensuring customer satisfaction and profitability that meet and or exceed assigned goals.
• Stay up-to-date with industry trends, codes, and regulations related to moving and storage.
• Provide exceptional customer service by addressing client inquiries and concerns and providing post-sales support.
• Collaborate with the marketing team to develop and implement strategies to increase brand visibility and generate leads.
• Maintain accurate and organized sales records, reports, and CRM (Customer Relationship Management) system updates.

Specific Responsibilities Regarding Estimates:

• Respond quickly to customer requests for estimates.
• For direct phone calls, this means answering unless you are attending an estimate or marketing function, and returning the call immediately following the conclusion of that activity.
• For voicemails, this means returning customer phone calls within a maximum of 1 hour.
• For estimate requests forwarded to you via email, unless you are attending an estimate or marketing function, and returning the call immediately following the conclusion of that activity.
• If at any time you are aware you will not meet this requirement, inform your downline sales team immediately to ensure the customer is contacted quickly.
• Provide accurate cost estimates for moving services to customers including notes and additional information for crews using approved verbiage in all portions of the estimate visible to the customer.
• All estimates will be reviewed for accuracy, completeness of information and inventory, and estimated cost vs. actual cost to the customer on the day of move.
• Meet with potential customers when necessary to assess their moving needs and provide them with detailed estimates.
• Provide customers with information about all options available to them (packing, moving, storage, coverage)
• Coverage must be explained and discussed with the customer during the estimate and once prior to the move.
• When coverage is discussed, it must follow Boundless guidelines which will be provided for you.
• Maintain communication with customers from first contact through signing, answering questions and their concerns thoroughly.
• Maintain accurate records of customer interactions and follow-ups in Move It Pro
• Collaborate with Director of Operations to ensure that customer requests and issues are addressed with a sense of urgency

Specific Responsibilities Regarding Marketing/Networking:

• Your focus will be on building community relations, and finding new markets to engage. Work in tandem with CEO regarding marketing efforts.
• In team setting, using the budget provided for in-person marketing, foster establishment of initial visits to potential referral sources listed below (Specific businesses to be listed separately in the marketing plan).
• Realtors – Realty Companies
• Property Management Companies
• Property Developers
• Realtors Association
• Senior Facilities/Senior Move Management Organizations
• Homebuilders’ Associations – Construction Companies
• Mortgage Lenders
• Banks
• Other Service-Related Companies – Home Inspection Companies
• Restoration Companies
• Chamber of Commerce/New Corporate Relationships
• Apartment Communities
• Auction Companies
• Estate Sale Hosts
• Local/State Government Contracts
• Establish, develop and then maintain relationships with referral sources (list of types of contacts/businesses to approach to follow)
• Attending industry and related networking events catering to the realtor market to generate leads.
• Maintain current records of all referral source contacts in marketing CRM (HubSpot, SemRes, Close).

Specific Relationships to focus on in the first 90 Days:

• Realtors Association
• Meet with staff/ascertain involvement and cost
• Attend monthly/quarterly meetings
• Realtors Spreadsheet
• Make and execute weekly goals for realtors on this list/Top 100 Realtors
• BNI or REO – Join and attend as needed
• Chamber of Commerce - Knoxville/Maryville organizations
• Builders Association
• Social Media – Facebook Leads in Knoxville/Maryville Groups
• Meetings, Attendance at Mixers, Gatherings
• Facebook – Estimate Requests
• Google Business Profile - Post weekly with clients/crews - Pictures

Daily Business Development Tasks

• Discuss with Director of Operations the dates on the schedule that are fully booked and do no further estimates for those days.
• Respond to all incoming estimate requests in the time frames listed in the “estimate” section of CRM.
• Attend any networking/ relationship-building events.
• Marketing visits to a minimum (TBD) number of contacts per day in a designated target area of Knoxville.
• Complete the end-of-week activity report and send it to the CEO. This is completed through the KPI spreadsheet.

*Because much of the daily schedule for CDM is determined by the estimate request volume, networking events and marketing commitments, the order of these daily tasks is not set.

Weekly KPI and Monthly performance reviews with CEO on Key Performance Indicators.

Performance evaluations will be based on the following:

100% adherence to all Boundless Moving and Storage policies and procedures, provided to each employee upon hiring. Any violation from these policies and procedures will result in disciplinary action up to and including termination.

Professional Accountability Measures (Sales Manager/Estimator)

• Steady growth of network and referral sources measurable both by increase in revenue and contact base in HubSpot/SemRes. Monthly and Annual Sales quotas will be developed for 2026/2027.
• Accuracy and completeness of estimates as measured by time estimated to complete vs. actual time to complete, additional charges applied where applicable, and explanation of coverage available prior to the move.

Complete and timely communication with the Director of Operations, and CEO as measured by response time, maintaining attendance in weekly remote meetings, and prompt completion of marketing, meeting, and estimate reports.

Note: for each of the above, a detailed breakdown and guide will be provided.

Position Requirements:

1. Proven 3-5 years experience in sales or a related field, with a solid track record of achieving sales targets.

2. Strong technical aptitude to understand complex specifications and effectively communicate solutions to clients.

3. Excellent communication and negotiation skills, with the ability to build rapport and establish long-term relationships.

4. Self-motivated and results-oriented, with a demonstrated ability to work independently and as part of a team every day.

5. Ability to analyze market trends, identify client needs, and develop tailored solutions. 1-3-1

6. Familiarity with CRM software and sales tools is preferred.

7. Willingness to travel as needed to meet with clients, attend industry events, and visit project sites. (Knoxville/Chattanooga metro area)

8. Valid driver's license and a clean driving record.

9. High school diploma or equivalent; a bachelor's degree in business or a related field is a plus.

10. Complete and submit 16 personalities test for the administrative team to assess strengths and weaknesses.

Work Environment:

While performing the duties of this Job, the employee is not normally, but occasionally, exposed to outside weather conditions. The noise level in the work environment is usually moderate. Remote work is permitted.

Work Schedule:

Normally, 5 X 9 day/hour scheduled workweek; including some weekends covering estimate/lead requests as they come in.

Pay: $50,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off

Work Location: In person

Salary : $50,000 - $90,000