Residential Roof Advisor

Job Title: Residential Roof Advisor 
Reports To: Residential Sales Manager

Job Summary

The Residential Roof Advisor is the primary driver of new residential roofing revenue. You will prospect, qualify, and close homeowners for roof replacements and repairs—guiding customers from initial inspection through contract signing and coordination with production. Success in this role depends on expert product knowledge, consultative selling, and disciplined follow-through on leads generated by canvassing, marketing campaigns, referrals, and self-sourced outreach.

Key Responsibilities

• Lead Generation & Prospecting
  • Knock targeted neighborhoods, attend home-shows, and leverage digital platforms to identify homeowner prospects.
  • Respond promptly to inbound inquiries from marketing and referrals.
  • Log all activity in AccuLynx and maintain accurate lead status.
• Consultative Sales Process
  • Conduct on-site roof inspections, document findings (photos, measurements, core tests).
  • Educate homeowners on roofing systems (e.g., CertainTeed Landmark Pro, ventilation, underlayment, code requirements).
  • Present repair vs. replacement options, financing, and warranty packages; build value over price.
• Proposal & Closing
  • Prepare detailed proposals and digital presentations (Roofr/AccuLynx).
  • Negotiate terms, overcome objections, and secure signed contracts with appropriate payment schedules.
  • Coordinate insurance claim paperwork when applicable, ensuring compliance with state statutes.
• Pipeline & CRM Management
  • Maintain 50–75 active opportunities with clear next steps.
  • Update stages, notes, and documents in AccuLynx daily.
  • Hit weekly activity KPIs (Key Performance Indicator) for appointments, inspections completed and closes.
• Customer Experience
  • Set clear expectations for project timelines and next steps.
  • Hand off accurate job information to production and remain point of contact until final payment.
  • Secure contract deposits, progress draws, and final balances; issue receipts/invoices, update AccuLynx, and coordinate with accounting on any delinquent or short-paid invoices.
  • Request reviews and referrals upon project completion.
• Team Collaboration
  • Share market intel with marketing and canvassing teams.
  • Attend daily huddles and weekly sales meetings; participate in ongoing training.
  • Uphold company brand standards and ethical sales practices.

Required Skills & Qualifications

• 1–3 years of direct-to-consumer sales experience; home-improvement or roofing preferred
• Strong understanding of residential roofing components, installation methods, and insurance claim basics (training provided)
• Proficient with AccuLynx (or similar CRM), SalesRabbit, and mobile inspection apps (training provided)
• Persuasive communicator with excellent presentation and negotiation abilities
• Self-motivated, disciplined, and able to manage a high-volume pipeline
• Valid driver’s license, reliable vehicle, ability to pass drug screen and background/MVR check

Physical & Technical Requirements

• Comfortable climbing 30 ft ladders and working at heights up to 50 ft for roof inspections
• Ability to lift and carry up to 40 lbs of equipment (ladders, tablets, marketing materials)
• Proficiency with drones, EagleView/Roofr, and measurement tools (preferred)
• Willingness to work evenings and Saturdays during peak canvassing or homeowner availability

How This Role Supports the Organization

The Residential Roof Advisor is the revenue engine of our residential division, converting leads into profitable projects that feed our production schedule. Your effectiveness directly impacts market share growth, cash flow, and customer satisfaction—laying the groundwork for repeat business, referrals, and brand reputation in Georgia and Tennessee markets.

Compensation details, training schedule, and KPI (Key Performance Indicator) benchmarks will be discussed during the interview process.