Allied Roofing Partners

Outside Sales

• Run sales leads and meet with homeowners throughout the Santa Rosa and North Bay market
• Conduct residential roof inspections and evaluate homeowners' roofing needs
• Safely use a ladder and access residential roofs as part of the inspection and estimating process
• Take measurements, photos, and gather information needed to prepare accurate estimates
• Develop professional roofing estimates and proposals
• Present proposals directly to homeowners and explain products, scope of work, pricing, and next steps
• Build trust with homeowners and provide a professional, consultative sales experience
• Consistently follow up with prospective customers and move opportunities through the sales process
• Maintain accurate customer and sales information within company systems
• Work closely with Production and Operations to ensure a smooth handoff after a project is sold
• Participate in ongoing classroom training, field coaching, ride-alongs, and sales development
• Represent Capstone Roofing professionally throughout the community

Roofing Outside Sales Trainee

Intake Coordinator

• Answer inbound customer calls professionally and promptly
• Build rapport and establish trust with prospective customers
• Gather customer information and accurately document details within company systems
• Qualify incoming leads based on established criteria
• Schedule appointments and coordinate customer requests
• Respond to customer questions regarding services, processes, and next steps
• Maintain accurate records within CRM and scheduling systems
• Follow up with customers as needed to ensure a positive experience
• Support lead management and customer communication initiatives
• Collaborate with sales, operations, and administrative teams
• Assist with overflow call volume and special projects as assigned

Inside Sales

• Handle inbound and outbound calls with homeowners and prospective customers
• Respond quickly and professionally to new customer inquiries and leads
• Build rapport with homeowners and identify their roofing or exterior home improvement needs
• Follow up consistently with new and existing leads
• Schedule appointments for the appropriate sales or operations team
• Help move qualified opportunities through the sales process
• Discuss company services and help homeowners understand their options
• Follow up on estimates and outstanding sales opportunities
• Work to convert leads and opportunities into sold projects
• Maintain accurate customer information, notes, follow-up activity, and sales information within the CRM
• Confirm appointments and maintain consistent communication with homeowners
• Communicate with customers regarding scheduling, project timelines, and general questions
• Work closely with sales and operations teams to ensure a smooth customer experience
• Meet individual activity, conversion, and sales expectations
• Participate in ongoing sales training, coaching, and team meetings
• Help improve customer response times, conversion rates, and overall customer experience

Inside Sales Representative

Operations

• Coordinate and support daily operational activities across multiple departments
• Assist with scheduling, project tracking, and workflow management
• Maintain accurate records, documentation, and operational reporting
• Communicate with customers, vendors, subcontractors, and internal teams
• Support onboarding, administrative, and process-related tasks
• Assist with job scheduling, production coordination, and status updates
• Monitor and update CRM systems, spreadsheets, and internal platforms
• Help identify operational gaps and assist with process improvements
• Support leadership with reporting, follow-ups, and operational organization
• Coordinate meetings, calendars, and project timelines as needed
• Ensure customer information, project details, and operational notes remain accurate and up to date
• Assist with various operational and administrative projects as the company continues to grow

Operations Coordinator

Sales

• Recruit, train, mentor, and develop Sales Representatives in the Austin and San Antonio markets
• Conduct ride-alongs, field coaching, and hands-on sales training
• Lead weekly sales meetings and performance reviews
• Establish accountability, structure, and consistent sales processes
• Support new Sales Representatives during onboarding
• Generate personal sales while leading the team
• Conduct in-home consultations
• Inspect roofing, siding, and window opportunities
• Prepare proposals and follow up to maximize close rates
• Oversee projects from signed agreement through completion
• Coordinate scheduling, materials, and installation
• Maintain communication with homeowners, crews, and operations
• Conduct final walkthroughs and ensure customer satisfaction
• Drive self-generated lead generation and canvassing
• Build relationships throughout the Austin and San Antonio markets
• Increase local brand awareness and referral business

Area Sales Manager, Residential Roofing

Customer Support

• Call back homeowners who reached out but haven't booked and get them scheduled
• Work the recovery list of missed calls and unworked web leads
• Re-engage past quotes, older estimates, and past customers when time allows
• Answer inbound calls from homeowners requesting to book an inspection or estimate
• Assist existing customers with job-related or basic questions
• Respond to new website and social media leads within minutes
• Log every interaction in the CRM
• Transfer billing questions to the finance team
• Follow calling cadence, scripts, and playbooks while adapting with good judgment
• Meet daily and weekly targets for response speed, contact rate, and appointments booked
• Provide a professional, friendly, and helpful customer experience
• Learn Capstone's scripts and systems, shadow live calls, and progressively handle inbound calls and recovery work independently

Customer Experience Specialist

Human Resources

• Serve as a trusted HR partner to leadership, managers, and employees across multiple Allied Roofing Partners companies
• Provide guidance on employee relations, performance management, disciplinary actions, and workplace concerns
• Ensure compliance with federal, state, and local employment laws across multiple jurisdictions
• Maintain accurate employee records and support HR audits, compliance reporting, and workers’ compensation coordination
• Oversee onboarding processes and conduct new-hire orientations
• Support benefits administration, employee inquiries, and compensation review processes
• Assist with leadership development initiatives, required training programs, and employee engagement efforts
• Track required compliance training and certifications across locations
• Use HR systems and reporting tools to maintain records, generate reports, and support HR decision-making
• Collaborate with HR leadership on process improvements and HR initiatives across multiple sites

Human Resource Manager

Accountant

• Perform job costing for residential roofing projects
• Track project costs and profitability
• Process vendor and independent contractor payments accurately and on time
• Maintain vendor and independent contractor records and supporting documentation
• Work closely with the Controller and CFO
• Partner with Operations, Production, and Sales to ensure accurate financial reporting, job costing, and timely month-end close
• Work in an office environment with Operations, Production, Sales, and Executive Leadership