Title: Territory Manager
FLSA Status: Exempt
Reports to: VP of Administration
Position Summary:
The Territory Manager supports the sales team within an assigned territory by coordinating hospitality events, managing customer and project documentation, and providing administrative and financial support. This role serves as a central point of contact between the sales team, customers, vendors, and internal departments to ensure events, customer accounts, and administrative processes run smoothly and efficiently.
Reasonable Accommodation Statement:
To perform this job successfully, an individual must be able to perform each essential duty listed below satisfactorily. The territory manager is detail-oriented, highly organized and comfortable managing multiple priorities in a fast-paced sales environment. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions.
Key Responsibilities:
· Event Planning & Coordination
o Complete and submit event request forms
o Research, schedule, and coordinate hospitality events
o Build out event details and coordinate pre-show and post-show team meetings
o Manage event expenses, including memberships, booths, electricity, shipping, AV equipment, and post-show costs
o Register staff for events
o Organize and gather marketing and booth materials, including posters, swag, and flyers for events
o Maintain and update the sales team event calendar and send calendar invites to attendees
o Manage event-related tasks and ensure they are completed in a timely manner
o Send itineraries for upcoming events in advance
o Research potential conferences and events to attend
o Attend events and shows as necessary
o Prepare an annual event list for leadership approval
· Sales & Customer Coordination
o Coordinate scheduling for customer assessments within the assigned territory
o Maintain assessment calendars and forecasting
o Enter and update leads in the appropriate tracking system
o Enter new customers and notes into the CRM system
o Send contract documents to customers via electronic signature for execution
o Schedule production handoff meetings and upload signed handoff documents to the system
o Assist with gathering necessary documents for contracted jobs and handoff meetings
o Oversee customer relationship management tools for the sales team
o Maintain a reference list of potential customers within the territory
o Send completed job warranties to customers for signature and upload to the system
o Prepare packets for board or client meetings as needed
o Take and distribute notes for monthly sales meetings
o Assist with regularly scheduled sales meetings within the territory
o Complete contractor registration for jobs requiring permitting
· Financial & Administrative Responsibilities
o Assist with accounts receivable, including sending invoices for jobs and repairs
o Enter event costs into the expense tracking system after each event
o Complete and process commission worksheets for territory jobs
o Complete and submit vendor packets, including required tax forms
o Oversee participation in purchasing cooperatives for the territory
o Manage and submit receipts
· Team Support & Office Management
o Keep education consultants and sales support staff updated on leads and job statuses
o Support the Regional Sales Manager with various tasks
o Work closely with the production team to address questions
o Attend weekly production update meetings with sales and production teams
o Handle office management duties, including ordering supplies and marketing materials
o Maintain registration and tags for territory vehicles
Competency Statements:
· Demonstrates a commitment to excellence, integrity, and growth.
· Demonstrates problem solving and critical thinking skills.
· Excellent verbal communication and negotiation skills.
· Utilizes a customer-focused approach.
· Well-composed and well-organized.
Supervisory Responsibility:
This role has no supervisory requirements.
Work Environment:
This job operates in a standard office environment and involves travel within the assigned territory for events and customer meetings. This role routinely uses standard office equipment such as computers, printers, phones, and copiers.
Physical Demands:
This is a moderately physical role.
Position Type and Expected Hours of Work:
This is a Full-Time position with typical working hours of Monday through Friday 8:00 AM to 5:00 PM. Hours and work shift may change in accordance with business needs.
Required Education and Experience:
· High school diploma or equivalent
· 1-2 years of previous experience in sales, event coordination, or customer service related to the roofing or construction industry.
Preferred Education and Experience:
· Associate’s degree
· 5-10 years of previous experience in sales or event coordination related to the roofing or construction industry.
· Experience with Microsoft Office Suite, CRM systems, and event management tools
Additional Eligibility Qualifications:
Must be able to accomplish all duties with little to no assistance. Ability to travel to events and customer sites within the assigned territory as needed.
Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
AAP/EEO Statement:
Coryell Roofing is an Equal Employment Opportunity Employer. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other characteristic protected by law.
Pay: $42,000.00 - $83,789.84 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
