The Client Advisor will manage client accounts and portfolios coordinating with client or designated facility point of contact to schedule service or projects advising clients on available services and value to client facilities based on necessities. Client Advisor is not required to bring roofing or construction experience and can be trained. This role suits an organized energetic professional who thrives in a dynamic environment and wants to nurture client relationships embodying Roofing Sources values.
Key Responsibilities
Build new relationships with multi-site building owners across the U.S.
Identify key decision-makers follow up and close new business opportunities.
Develop and execute a strategic sales plan for assigned markets.
Maintain and grow existing client relationships and accounts.
Position RoofingSource as a trusted strategic partner not just a vendor.
Keep CRM systems updated with leads activities and opportunities.
Deliver presentations to prospective clients to drive engagement.
Visit clients and attend industry trade shows to expand network and visibility.
Skills Knowledge and Expertise
Proficient in Google Suite and experienced with CRM systems.
Strong communication and presentation skills with a customer-first mindset.
Able to clearly convey RoofingSources services with provided training.
Self-motivated organized and capable of managing tasks independently with sound judgment.
Benefits
Work equipment including company phone laptop & tablet as needed
Medical Dental & Vision Insurance
Pet Insurance
Short Term Disability
Employer-matched 401(k)
Paid Holidays & Paid Time Off
Health Savings & Flexible Spending Accounts (HSA) & (FSA)
Enterprise Discounts
Required Experience:
Unclear Seniority
The Client Advisor will manage client accounts and portfolios coordinating with client or designated facility point of contact to schedule service or projects advising clients on available services and value to client facilities based on necessities. Client Advisor is not required to bring roofing o...
The Client Advisor will manage client accounts and portfolios coordinating with client or designated facility point of contact to schedule service or projects advising clients on available services and value to client facilities based on necessities. Client Advisor is not required to bring roofing or construction experience and can be trained. This role suits an organized energetic professional who thrives in a dynamic environment and wants to nurture client relationships embodying Roofing Sources values.
Key Responsibilities
Build new relationships with multi-site building owners across the U.S.
Identify key decision-makers follow up and close new business opportunities.
Develop and execute a strategic sales plan for assigned markets.
Maintain and grow existing client relationships and accounts.
Position RoofingSource as a trusted strategic partner not just a vendor.
Keep CRM systems updated with leads activities and opportunities.
Deliver presentations to prospective clients to drive engagement.
Visit clients and attend industry trade shows to expand network and visibility.
Skills Knowledge and Expertise
Proficient in Google Suite and experienced with CRM systems.
Strong communication and presentation skills with a customer-first mindset.
Able to clearly convey RoofingSources services with provided training.
Self-motivated organized and capable of managing tasks independently with sound judgment.
Benefits
Work equipment including company phone laptop & tablet as needed
Medical Dental & Vision Insurance
Pet Insurance
Short Term Disability
Employer-matched 401(k)
Paid Holidays & Paid Time Off
Health Savings & Flexible Spending Accounts (HSA) & (FSA)
RoofingSource is the best-in-class rooftop partner for McDonald's, Chili's, KFC, and many other leading brands. As a roofing contractor, RoofingSource provides leak repairs for flat, commercial roofs. RoofingSource provides nationwide coverage of grease containment, roof repairs, rero
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