Project Consultant

About the role

**Project Consultant** Reports To Sales Manager Department Sales

Created: September 2025 \| Last Updated: October 2025 \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ Job Purpose / Summary Responsible for generating new business, managing customer relationships, and guiding homeowners through the roofing sales process from initial contact to contract signing. Focuses on identifying customer needs, providing expert recommendations, and closing deals to drive revenue growth. This is an entry\- to mid\-level sales role focused on mastering the company’s consultative sales process and building a consistent pipeline of customers. In addition to sales responsibilities, the Project Consultant manages projects from inspection through completion, ensuring accuracy, quality, and compliance with company systems and service standards. **Key Responsibilities** Lead Generation and Prospecting * Generate leads through door\-to\-door canvassing, referrals, and digital outreach. * Follow up with potential and previous customers to maintain a strong pipeline. * Participate in marketing initiatives and community events to build awareness.

Customer Consultation and Relationship Management * Conduct detailed roof inspections and assess homeowner needs. * Educate customers on roofing systems, materials, warranties, and insurance claim processes. * Provide transparent, professional guidance that builds trust and confidence.

Sales Execution and Contracting * Prepare and deliver accurate estimates, proposals, and presentations. * Negotiate pricing and terms while maintaining target profitability. * Secure signed agreements and ensure proper documentation in CRM.

Project Management and Operational Coordination * Manage assigned projects from pre\-construction through completion, including scheduling, material coordination, and customer communication. * Maintain complete and accurate project documentation using AccuLynx and Company Cam. * Conduct pre\- and post\-installation walkthroughs to ensure quality and customer satisfaction. * Verify project completion, assist with invoicing accuracy, and ensure final payment collection. * Communicate proactively to meet company SLAs for responsiveness and follow\-up.

**Technical Skills \& Knowledge** * Proficiency with AccuLynx and Company Cam for documentation and communication. * Ability to use roof measurement tools, mobile apps, and inspection equipment. * Working knowledge of roofing systems and materials. * Basic understanding of insurance claim and financing processes. * Proficiency with tablets, smartphones, and cloud\-based communication tools.

**Core Competencies** * Integrity \& Accountability – Represents the company honestly and takes ownership of sales outcomes. * Communication – Clearly and persuasively engages with customers and internal teams. * Collaboration – Supports peers and cross\-functional staff to deliver a positive customer journey. * Results Orientation – Consistently works toward achieving personal and team sales goals. * Analytical Thinking/Problem Solving – Diagnoses customer needs, identifies solutions, and adapts proposals effectively. * Customer Focus – Builds trust by understanding homeowner needs and delivering solutions. * Sales Expertise – Identifies opportunities, overcomes objections, and closes deals. * Product Knowledge – Applies technical understanding of roofing systems to customer education. * Organization – Manages time, appointments, and documentation effectively.

**Behavioral Competencies** * Self\-Motivation – Thrives in a performance\-driven environment. * Resilience – Maintains positivity through rejection and setbacks. * Integrity – Acts ethically and prioritizes homeowner interests. * Professionalism – Maintains respectful, credible communication at all times. * Adaptability – Adjusts to changing customer needs, schedules, or insurance requirements.

**Education \& Experience** * High school diploma or GED required; Associate’s or Bachelor’s degree preferred. * 1–2 years of sales experience required; roofing or construction sales preferred. * Training provided for roofing and insurance\-specific knowledge.

**Work Environment** * Field\-based role with daily customer engagement and travel between appointments. * Requires ability to climb ladders and access rooftops safely, with or without reasonable accommodation. * Regular driving and outdoor work in varying weather conditions.

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ This job description provides a summary of key responsibilities and qualifications. It is not intended to cover every duty or responsibility and may be updated as business needs evolve.