Account Manager

Position Description

The Account Manager Mission is to work in the field, running company leads, referrals, as well as prospecting and cold calling, performing property inspections, signing contracts, meeting insurance adjusters, writing and providing estimates (when applicable), and formally contracting the job to generate sales and contractual revenue for Pride Roofing.

The SA Sales Duties are broken up into 3 distinct areas:

• Sell

• Prospecting, Cold Calling, Selling, performing Property Inspections, and Inking Contingency and/or Service Agreements, assisting Property Owners in the insurance claim process after storms and/or catastrophic events. Estimating and Supplementing, learning a variety of advanced roofing systems, and how to sell and estimate other relevant exterior and interior trades (siding, gutters, windows, paint, as well as other interior related trades, if applicable). Provide estimates and contracts for non-insurance work. Meeting insurance adjusters and property owners, scoping the project, creating a scope of work/damages with the insurance company, formally contracting the job with Property Owners using a set of build contracts and turning the job into the office to build.

• Build

• Estimating and Supplementing, learning a variety of advanced roofing systems, and how to sell and estimate other relevant exterior and interior trades (siding, gutters, windows, paint, as well as other interior related trades, if applicable.

• Collect

• Collection of any progress payments, and/or final checks from the Property Owner. Communicate with insurance and mortgage companies to accelerate payment process.

Position Requisites

The Account Manager position requires the following knowledge, experience, and skills:

• Advanced knowledge of construction.

• Understanding of the insurance claims process.

• Ability to use the CRM program Accuylnx.

• Basic math and computer skills.

• Firm ability to use Microsoft Windows and modern Microsoft Office programs, including Word and Excel.

• Advanced problem-solving skills in relation to general construction.

• Professional level verbal and written communication skills.

• Conduct business in full compliance with all applicable laws, codes and regulations.

• Valid Driver's License – Required

• Open availability.

• Willingness to work outdoors and in varying weather conditions.

• Work as part of a team.

• Ability to estimate construction jobs in order to meet required margins.

• Strong communication and interpersonal skills.

• Maintain a neat, clean and well-groomed appearance.

Position Responsibilities

Sell: Project Manager (PM) Responsibilities:

• Maintain optimal level of positivity both in the field and the office.

• Work independently in the field, scouting storm affected areas, prospecting, and cold calling potential property owners setting up property inspections, estimates, and pitching Pride Roofing and Construction as a resource to assist the property owner during the insurance clam process if damage is found during roof and property inspection.

• Performing roof and property inspection to determine scope of damage on all exteriors and interior of property. This inspection will require the use of camera, Ipad or smart phone to document the damage, and any areas of the property affected by storm or cat event. This will also require a working vehicle, valid Driver’s license, and the ability to use a ladder to inspect the roof and other exterior or interior trades on a given property.

• Walking the property owner through insurance claim process and getting a commitment to work with Pride Roofing through getting either Contingency/Service Agreement/AOB/AOC or other relevant legal forms signed with the property owner.

• Meeting the insurance adjuster or any 3rd party on the property to agree/confirm scope of damage and working with the insurance adjuster to agree on a line item estimate using Xactimate or similar estimating program to come to agreement on the price of the repair, roofing, or property restoration project.

• After an agreed scope of work (and often a price) is ascertained, formally contracting the project directly with the Property Owner using a company approved set of build contracts to include, but not limited to:
• Formal Construction Agreement or Contract
• Detailed Scope of Work
• Mortgage Affidavits
• Preliminary Pricing Detail (PPD Sheet)
• Pre-Lien notices (if required by the state)
• General Contractor O&P Letter
• Pre-Start Checklist

• Continually update Accuylnx with all communications and documentations.

Build: Project Manager (PM) Responsibilities:

• Turn in a complete and “buildable” Job File with all the above documents and build contracts at an acceptable contract price and profit margin so Pride Roofing can complete the repair, roofing or restoration project.

• Assist Production, when required, during the production of the job or project. For example, getting necessary change orders signed, or checking on the job during the build to ensure customer satisfaction.

• Contact homeowner at the end of each trade to ensure satisfaction prior to moving forward with additional trades.

• Contact property owner with any and all scheduling changes.

• Resolve problem repair issues.

• Maintain the cleanliness of the yard; all items should be cleared daily.

Collect: Project Manager (PM) Responsibilities:

• Execute estimating and supplementing techniques per Xactimate or other company approved estimating program (unless Company does not require) to improve profit margins on the jobs you turn in, ensuring health profit margins of 30%-50% for Pride Roofing. Refer supplement estimating to supplement team as needed.

• Communicate payment policies and due dates with property owner prior to job commencement.

• Pick up any progress payments, monies for change orders, or supplements during the production of the job, and assisting when needed, the pickup and collection of any final checks.

Other/Admin Project Manager Responsibilities:

• Providing accurate information, changes, feedback on customers, leads, and other relevant information to Pride Roofing, Pride Roofing CRM, as well as any Sales Managers, Sales Coordinators, Field Trainers, Owners, in the chain of Command.
• Participate in company safety meetings, sales meeting, or training meeting to advance any necessary learning/training to improve as a Project Manager.
• Keep the Production and Accounts Receivable Department aware of any changes in your jobs, or customer demands, change orders, or other pertinent information.
• Ensure jobs sold and contacted achieve a minimum gross profit margin of 30%
• Treat other Sales Associates and Managers with respect.

Job Type: Full-time

Pay: $70,000.00 - $300,000.00 per year

Benefits:

• Health insurance
• Paid time off

Schedule:

• Monday to Friday
• Weekend availability

Supplemental Pay:

• Bonus pay

Education:

• High school or equivalent (Required)

Experience:

• Sales: 5 years (Required)
• Roofing Sales: 3 years (Required)

License/Certification:

• Driver's License (Required)

Work Location: One location