Strategic Partner (Sales & Estimates)

Position: Strategic Partner (Sales & Estimates)

Location: Remote

Role Overview
This role focuses on estimates, sales support, and customer communication, helping convert leads into booked jobs while supporting daily operations.

Key Responsibilities

• Prepare and send estimates and quotes

• Assist in managing the sales funnel and follow-ups

• Measure rooflines and assist with project estimates (training provided if needed)

• Edit and prepare images for proposals or communication

• Communicate with leads and customers professionally

• Support inbound and outbound sales efforts

• Help identify opportunities to improve processes and efficiency

• Assist with business development tasks when inbound leads are low

Required Skills

• Strong written and verbal English communication

• Ability to learn technical estimating tasks

• Strong attention to detail

• Proactive, organized, and able to take initiative

• Comfortable working with multiple tools and systems

• Ability to build rapport with customers

Software & Tools

• Jobber

• CompanyCam

• OpenPhone

• Google Earth

• Google Workspace

• ChatGPT

Working Hours
8:00 AM – 5:00 PM Pacific Time

What Were Looking For

• Someone who can get up to speed quickly

• Proactive thinker who can add value and improve processes

• Reliable and able to work independently with minimal supervision

• Comfortable wearing multiple hats in a growing business

What Success Looks Like

• Estimates and follow-ups completed promptly

• Consistent contribution to inbound and outbound sales

• Improved organization and efficiency in daily operations

• Becoming a dependable extension of the team