Client Advisor jobs in United States
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RoofingSource · 5 hours ago

Client Advisor

RoofingSource is a company focused on client relationship management in the roofing industry, and they are seeking a Client Advisor to manage client accounts and portfolios. The role involves building relationships, executing sales plans, and nurturing client interactions to position RoofingSource as a trusted partner.

Building MaintenanceConstructionHome Improvement

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

Qualification

CRM systemsGoogle SuiteCommunication skillsPresentation skillsOrganizedSelf-motivatedCustomer-first mindset

Required

Proficient in Google Suite and experienced with CRM systems
Strong communication and presentation skills with a customer-first mindset
Able to clearly convey RoofingSource's 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

Company

RoofingSource

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RoofingSource expertise in preventative maintenance and repairs of roof including roof care, reroofs and leak repair services.

Funding

Current Stage
Growth Stage

Leadership Team

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Sidonia Rose Swarm
Co-Owner + Director of Marketing
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Company data provided by crunchbase