• Lead sales operations team to achieve company objectives • Develop and implement sales strategies to drive business growth • Collaborate with marketing and product teams to align sales efforts • Monitor sales performance metrics and adjust strategies accordingly • Provide ongoing coaching and mentoring to team members

• Du unterstützt unser Sales-Team dabei, neue Kundenkontakte zu identifizieren und anzusprechen, von der ersten Recherche bis zum Erstkontakt • Identifikation potenzieller Zielunternehmen & Ansprechpartner:innen (Data Research) • Kontaktaufnahme über E-Mail, LinkedIn und Telefon (inkl. Cold Calling & Follow-ups) • Pflege & Aktualisierung unseres CRM-Systems • Mitwirkung beim Ausbau weiterer Akquise-Kanäle (z. B. Events, Social Selling) • Enge Zusammenarbeit mit unserem Enterprise Sales Team zur kontinuierlichen Optimierung unserer Prozesse

• Realizar actividades de atracción, crecimiento, retención y rentabilización de prospectos asignados a banca comercial • Negociación o administración de referencias de Citibanamex • Generar relaciones comerciales con clientes para una mayor vinculación • Proactividad con banqueros Pyme para lograr la colocación de nuevos productos • Autotomía en la gestión y desarrollo de su portafolio asignado • Seguimiento del proceso de negociación y facilitador con áreas internas de EVO para mantener los estándares de calidad en el servicio • Responsable de conocer nuestros medios de pago, sus fortalezas y debilidades contra los principales competidores para desarrollar estrategias

• Review the sales pipeline daily to assess where each job stands in the process • Identify jobs that have been stagnant or sitting at a stage longer than expected and flag them for manager review • Contact sales representatives via text through the Podium phone system or CRM messaging to gather missing information and move jobs forward • Update job records in the CRM accurately and promptly based on information received from the sales team • Monitor the pipeline for inconsistencies, missing documentation, or stalled progress and proactively call attention to anything that needs action • Escalate concerns or unusual patterns to the operations manager rather than letting issues go unaddressed • Call Insurance companies on behalf of active claims • Follow up on pending claims, request status updates, verify coverage details, and document outcomes in the CRM • Communicate clearly and professionally with insurance adjusters and representatives • Track insurance call activity and flag claims that require escalation or additional attention • Maintain organized records of all insurance interactions for internal reference and manager review • Send professional, template-based emails to clients at key stages of the job process • Ensure clients receive timely updates and that communications are accurate, on-brand, and sent without delay • Respond to basic client inquiries or route them to the appropriate team member when needed • Maintain a client-first mindset in all communications — every interaction represents Phoenix Roofing and Repair • Create client-facing photo reports using job photos provided by the field team • Organize and format reports clearly and professionally for client delivery • Ensure photo reports are completed and sent to clients in a timely manner following field inspections or project milestones • Assist with basic project estimates using company-provided templates and pricing guidelines • Full training on estimating processes will be provided — prior roofing or estimating experience is not required • Ensure completed estimates are entered accurately into the CRM and communicated to the appropriate team member • Maintain organized and up-to-date job files and records within the CRM and supporting systems • Support the operations manager and sales team with day-to-day administrative tasks as needed • Follow established workflows and procedures while flagging any gaps or inefficiencies to leadership