Service Sales Account Manager

About Us :

Best Roofing has served as South Florida's leading commercial roofing specialist since 1978. We are committed to excellence in safety, quality, and productivity while fostering a collaborative and growth-oriented workplace. As a family-owned company, we prioritize our people and our community, empowering employees to build careers while delivering outstanding service to our clients.

Role Overview :

The Service Sales Account Manager is responsible for building and maintaining strong relationships with clients requiring roofing and waterproofing services. This role involves conducting roof assessments, developing tailored service solutions, managing project proposals, and driving sales growth. Working closely with the Business Development Coordinator and project stakeholders, the Service Sales Account Manager ensures seamless communication, accurate project scopes, and a high level of client satisfaction throughout the project lifecycle.

Core Focus :

Manage client roofing portfolios by delivering expert assessments and service recommendations.

Develop and present customized project proposals using applicable software and spreadsheets.

Collaborate with Business Development and Project teams to ensure precise budget and scope handoffs.

Maintain accurate project documentation and track status through HubSpot software.

Build and grow a sales pipeline by cultivating client relationships and identifying new opportunities.

Support overall company sales targets and customer service excellence.

Key Responsibilities :

Conduct roof inspections and diagnose problem conditions to recommend effective solutions.

Prepare and deliver professional presentations and proposals to clients.

Partner with Sales Coordinators to ensure project budgets and scopes are aligned and transferred accurately.

Maintain organized project files and update project progress daily in CRM systems.

Proactively manage client relationships to grow sales and enhance customer loyalty.

Collaborate with internal teams to ensure smooth project execution from sale to completion.

Perform additional duties and support as assigned within the Service Department.

How We Measure Success :

Sales Growth & Pipeline Management : Consistently expand client base and increase project sales.

KPI : Achieve monthly and quarterly sales targets; maintain active, growing sales pipeline.

Client Satisfaction : Deliver exceptional service and personalized solutions.

KPI : Positive customer feedback; 95%+ client retention rate.

Project Accuracy & Timeliness : Ensure proposals and project handoffs are accurate and timely.

KPI : 100% on-time project budget and scope transfers; zero errors in documentation upon completion of job.

Collaboration & Communication : Foster strong internal and external partnerships.

KPI : Timely communication with Sales Coordinators, project teams, and clients; proactive issue resolution.

Skills & Experience :

4–8 years of experience in sales, account management, or customer service, preferably in roofing, construction, or facility management.

Proficiency in Microsoft Office Suite and CRM software.

Strong organizational and communication skills, with high attention to detail.

Ability to work independently and collaboratively in a fast-paced environment.

Goal-driven mindset with a focus on client relationships and sales growth.

Bilingual in English and Spanish is a plus.

Comfortable working at heights and performing roof inspections (physical requirements).