Sales & Project Manager
Company: Roof & Realm
Department: Sales
Reports To: President and Vice President
Employment Type: Full-Time
Position Summary
The Sales & Project Manager is a key leadership position responsible for managing Roof & Realm’s residential sales process while ensuring a seamless transition from the initial homeowner consultation through project completion.
This role leads and supports Sales Associates throughout the sales cycle by conducting product demonstrations, reviewing site studies, assisting with estimates, coaching sales techniques, and helping close contracts. Once a project is sold, the Sales & Project Manager oversees project planning, customer communication, scheduling, and execution to ensure every project is completed safely, on time, within budget, and to Roof & Realm’s quality standards.
The ideal candidate is an experienced sales leader with strong roofing knowledge, exceptional customer service skills, and the ability to manage both people and projects. This individual is expected to represent the Roof & Realm brand with professionalism, confidence, and integrity in every customer interaction.
Essential ResponsibilitiesSales Leadership & Process Management
- Manage and oversee the entire residential sales process from lead qualification through signed contract.
- Partner with Sales Associates throughout the sales cycle to improve close rates and customer experience.
- Conduct homeowner consultations and professional product demonstrations.
- Coach, mentor, and train Sales Associates on Roof & Realm’s sales process, product knowledge, and consultative selling techniques.
- Conduct ride-alongs and field training with Sales Associates.
- Review and approve site studies to ensure accurate measurements, site conditions, and project scope.
- Understand all components of a residential site study.
- Assist with proposal preparation, pricing, estimates, and presentations.
- Help Sales Associates overcome objections and successfully close sales.
- Ensure contracts are accurate, complete, and compliant before being transferred to production.
- Monitor sales pipeline activity and CRM data to ensure timely follow-up and accountability.
- Collaborate with ownership to establish sales goals, monitor performance, and improve sales processes.
Customer Experience
- Serve as the primary customer contact from the initial consultation through final project completion.
- Build trust by providing knowledgeable, honest, and timely communication.
- Set customer expectations regarding scheduling, materials, timelines, and installation.
- Maintain regular communication throughout the project.
- Address customer concerns professionally and resolve issues promptly.
- Deliver a five-star customer experience that generates referrals and positive reviews.
Project Management
- Manage modular build projects from signed agreement through final completion.
- Coordinate permits, inspections, material deliveries, subcontractors, and installation crews.
- Schedule projects to maximize efficiency and customer satisfaction.
- Monitor project timelines and resolve scheduling conflicts.
- Conduct pre-construction meetings when necessary.
- Perform final walkthroughs with homeowners.
- Ensure all punch list items are completed before project closeout.
Operations & Team Coordination
- Work closely with Sales Associates, production teams, subcontractors, suppliers, and office staff.
- Verify material orders for accuracy.
- Coordinate project scheduling and logistics.
- Ensure change orders are documented and approved.
- Maintain complete and accurate project documentation within CRM and project management software.
- Communicate project updates with all stakeholders.
Insurance & Documentation
- Coordinate with insurance adjusters when applicable.
- Assist with insurance restoration projects.
- Track supplements and change orders.
- Maintain accurate documentation for permits, contracts, warranties, and project files.
- Ensure project records are complete before final closeout.
Quality Assurance
- Conduct project inspections before, during, and after installation.
- Ensure all work meets Roof & Realm quality standards and manufacturer specifications.
- Verify compliance with local building codes and safety requirements.
- Coordinate warranty work and service requests.
- Continuously identify opportunities to improve quality and operational efficiency.
Leadership Expectations
The Sales & Project Manager is expected to lead by example and consistently represent Roof &Realm in a professional manner.
This position requires someone who:
- Understands the responsibilities of every Sales Associate and supports their success.
- Maintains a polished, professional appearance appropriate for customer appointments and job sites.
- Demonstrates confidence and professionalism during presentations and homeowner consultations.
- Builds trust through honesty, integrity, and consistent communication.
- Holds themselves and others accountable for results.
- Promotes teamwork, collaboration, and continuous improvement.
- Protects and enhances the Roof & Realm brand in every interaction.
QualificationsRequired
- Minimum 3 years of experience in construction, home improvement sales, or project management.
- Proven experience managing residential sales processes.
- Strong understanding of residential building.
- Experience conducting site inspections and site studies.
- Excellent presentation and communication skills.
- Strong leadership and coaching abilities.
- Highly organized with exceptional time management.
- Valid driver’s license and reliable transportation.
Preferred
- Experience with JobNimbus, AccuLynx, Buildertrend, or similar CRM/project management software.
- OSHA Certification or willingness to obtain certification.
- Bilingual (English/Spanish) is a plus.
Core Competencies
- Leadership
- Sales Management
- Project Management
- Customer Relationship Management
- Site Study & Inspection Expertise
- Product Demonstrations
- Team Development & Coaching
- Negotiation
- Conflict Resolution
- Budget & Cost Management
- Time Management
- Organizational Skills
- Problem Solving
- Professional Communication
- Attention to Detail
Key Performance Indicators (KPIs)
- Sales conversion rate
- Sales Associate performance and development
- Customer satisfaction (CSAT)
- Project completion on schedule
- Gross profit margin
- Change order accuracy
- Warranty callback rate
- Customer review ratings
- Referral generation
- CRM documentation accuracy
- Average project cycle time
- Safety and quality compliance
Physical Requirements
- Ability to climb ladders and inspect roofing systems.
- Ability to walk roofs safely.
- Ability to lift up to 50 pounds.
- Ability to work outdoors in varying weather conditions.
- Frequent travel between job sites and customer appointments.
Compensation & Benefits
- Competitive base salary
- Performance-based bonus opportunities
- Company vehicle or vehicle allowance (if applicable)
- Paid Time Off (PTO)
- Paid holidays
- Health, dental, and vision insurance (if offered)
- Professional development and leadership training
- Career advancement opportunities
About Roof & Realm
At Roof & Realm, we protect homes by delivering exceptional roofing solutions backed by integrity, craftsmanship, and outstanding customer service. We believe every customer deserves honesty, transparency, and a stress-free experience from the first consultation through project completion.
Our Core Values
- Integrity First – We do what is right, even when no one is watching.
- Customer Commitment – Every homeowner is treated with respect, honesty, and professionalism.
- Quality Without Compromise – We take pride in delivering superior workmanship.
- Accountability – We own our actions and deliver on our promises.
- Teamwork – We succeed by supporting one another.
- Continuous Improvement – We are always learning, growing, and improving.
The Sales & Project Manager plays a critical leadership role in driving sales performance, mentoring the sales team, and ensuring every Roof & Realm project reflects our commitment to excellence from the first meeting to the final inspection.
Pay: From $80,271.02 per year
Work Location: In person
