Job Description
Job Description
The role of the Estimator reports to the Sales Team Lead. The role of the Estimator is to obtain
leads and convert them to clients through our four-step proven process. Perform the roof
estimate, provide several options to the customer via our Better, Best, Basic pricing strategy.
Build strong relationships with customers by excellent communication, follow up and follow
through. Produce sales in accordance with monthly targets set forth by your Team Lead and
Leadership Team. Responsibilities are not limited to and subject to change without notice in
accordance with company needs.
Responsibilities :
- Perform Estimates for Roof Replacement with intention of obtaining the Sale
- Build rapport and trust with clients
- Build and maintain relationships with various Professional Partners for Networking
purposes
Ensure ALL missed calls / messages are returned the same dayEnter Leads in Rooflink (CRM)Manage company generated Leads as assignedConvert Leads to Prospects via Estimates and then to ClientEnter relevant information into CRM, including notes and ensure the appropriate peopleare tagged
Research specialty items and source prior to estimateProvide roofing, color, style and payment options to the ProspectEnsure that the customer has an Exceptional Customer ExperienceFollow up with customers when necessaryNotify Management of any issues communicated to you by customers or that areidentified by other means
Prepare Postcards and Letters as assigned for Mailing Campaign (marketing)Execute Marketing Strategies set forth by Team Lead and Director of Sales; developyour own strategies and partner with Team Lead for approval
Notify Management of any Questions or ConcernsJurisdiction Permit requirements and understandingPrepare and execute daily Sales Plan.Grow Market Share; Maximize Territory PerformanceOngoing education on ALL roofing systems, installation requirements, current trends,color and style options to stay up to date on current market and industry trends as well
as product availability
Stay current on commodity pricing and availability due to constantly changing marketconditions
Accurate, clear and concise completion of Contract Details; Legal DocumentDevelop a process and routine of your own that will best work for your work style andmeets the SOPs
Attend weekly meetings and other scheduled meetingsRequirements :
At least 2 years of Sales experience in any field, construction, or industrial sales is a plusGreat Customer Service skillsDesire to ensure Customer SatisfactionProfessionalismLove of ConversationExcellent Grammar; Verbal and WrittenStrong negotiation skillsProven AccuracyTenacious drive to sellMathematics skills are essentialSales tracking and analyzation skillsCompetitive Desire to be your best; continued improvement where neededPhysically Climbing ladders and walking roofs daily; confined spaces in attics as requiredStrong IT SkillsAbility to learn and utilize a CRM; manage and monitor jobsStrong emphasis on SafetyAbility to work with others including interdepartmentally ; team orientedOrganized and detail orientedStrong work ethicPositive attitudeExcellent customer service skillsProficient in Microsoft Office and general emailingRegular and reliable attendanceAbility to self-manage and work independently with minimal supervisionAligned with our Core Values and Mission StatementMust be able to lift 75 lbs.Must be able to stand, sit, bend, twist, and move efficiently with reasonableaccommodations if required
Ability to climb and use a ladder while wearing fall protection equipmentAbility to utilize social media for networkingBeing comfortable on camera and recording videos
