Rehasher/ Sales Funnel SP

Position: Rehasher/ Sales Funnel SP

Location: Remote

We are looking for a full-time Strategic Partner to support a US-based Roofing & Exteriors contractor with multiple locations. This role focuses on handling estimate follow-ups (rehash), sales funnel management, and customer communication via messaging and calls.

If you're confident talking to customers, understand how sales pipelines work, and can navigate CRMs, this could be a great long-term opportunity for you.

Key Responsibilities:

• Rehash and follow up on estimates sent to customers
• Guide customers through the sales process via chat and voice
• Manage and move leads through the sales funnel
• Use CRM tools to track customer status and updates
• Help train and improve the AI bot using real lead interactions
• Work closely with the sales and operations team across locations
• Maintain accurate records and notes in the CRM

Tools Youll Use:

• AccuLynx (roofing CRM)
• Hatch (customer communication platform)
• Other sales and support tools as needed
• (Experience with these tools is a BIG plus, but strong CRM experience is also acceptable.)

Work Schedule:

8:00 AM – 5:00 PM CST

Full-time | US time zone required

We are Looking For Someone Who:

• Understands estimates and can confidently explain them to customers
• Is comfortable with sales conversations and follow-ups
• Learns systems and tech quickly
• Is driven, motivated, and wants to grow with the company
• Understands what the role requires and takes ownership of results
• Communicates clearly and professionally in English

What Success Looks Like in This Role:

• Consistently following up on rehash leads
• Helping convert estimates into booked jobs
• Supporting improvements to the AI bot using real sales interactions
• Keeping the sales funnel organized and moving