Roofing Sales Representative (Inside/Outside)

Allied Roofing Partners; Santa Rosa (CA); On-site; USD 75,000 - 83,000; Full time

Benefits offered by this job

Medical Insurance

Dental & Vision Insurance

Life Insurance

401(k)

Paid PTO

Paid Holidays

Career advancement

Professional development

Bonus Plan

Job summary

Capstone Roofing in Santa Rosa, CA is seeking an experienced Roofing Sales Representative (Inside/Outside) to move residential roofing opportunities from first contact to signed agreements. The 50/50 inside/outside role involves following up warm leads, meeting homeowners at their properties, presenting options, and closing sales with a professional in-home presentation.

You'll manage the sales process in AccuLynx and collaborate with production to ensure a smooth handoff and a top‑notch

Qualifications

• Residential roofing sales experience is highly preferred.
• Proven experience working directly with homeowners throughout the residential roofing sales process.
• Comfortable using CRM technology such as AccuLynx.

Responsibilities

• Follow up with warm leads and homeowners to move opportunities toward a contract.
• Meet with homeowners at their properties and present roofing options.
• Maintain accurate customer information and sales activity in AccuLynx.

Skills

Residential roofing sales

Communication

Customer relationships

CRM proficiency

AccuLynx experience

Tools

AccuLynx

Job description

Roofing Sales Representative (Inside/Outside)

Company: Capstone Roofing

Location: Santa Rosa, CA - On-Site / Field

Compensation: $75,000-$83,000 Annual Salary (DOE) + Bonus Plan

Employment Type: Full-Time | W-2

Join One of Northern California's Premier Residential Roofing Companies

Capstone Roofing is one of Northern California's premier residential roofing companies, committed to delivering exceptional craftsmanship, outstanding customer service, and continued growth.

We are seeking an experienced Roofing Sales Representative (Inside/Outside) to join our Santa Rosa team. This is a unique sales position designed for someone who understands residential roofing, enjoys working directly with homeowners, and is equally comfortable closing opportunities over the phone and meeting customers in the field.

The position will be approximately 50% inside sales and 50% outside sales, providing the opportunity to work warm leads and existing opportunities while also meeting directly with homeowners and helping move roofing projects from initial interest through signed agreement.

What You'll Do

Inside Sales & Lead Follow-Up

• Follow up with warm leads and homeowners who have already received roofing estimates.
• Make outbound calls to existing opportunities and help move homeowners toward a decision.
• Re-engage homeowners who have not yet moved forward with their roofing project.
• Present estimates, answer questions, overcome objections, and close opportunities.
• Assist homeowners who visit the Capstone office.
• Present contracts and obtain signed agreements.
• Maintain consistent follow-up with homeowners throughout the sales process.

Outside Sales & Homeowner Meetings

• Meet with homeowners at their properties.
• Conduct residential roof inspections and identify roofing needs.
• Provide professional in-home sales presentations.
• Review roofing options, estimates, and project expectations with homeowners.
• Build strong relationships and provide an exceptional customer experience.
• Follow opportunities from the initial conversation through the signed contract.

CRM & Sales Management

• Maintain accurate customer information and sales activity within AccuLynx.
• Document calls, appointments, follow-ups, and customer communication.
• Maintain an organized sales pipeline and ensure opportunities do not fall through the cracks.
• Work closely with the Sales and Production teams to ensure a smooth customer handoff.

Qualifications

• Residential roofing sales experience is highly preferred
• Proven experience working directly with homeowners throughout the residential roofing sales process.
• Strong communication and relationship-building skills.
• Proven ability to follow up with leads, overcome objections, and close sales.
• Comfortable communicating with homeowners both over the phone and face-to-face.
• Comfortable working in both an office and field environment.
• Must be comfortable using ladders and walking residential roofs.
• Valid driver's license.
• Reliable transportation and ability to carry a ladder.
• Strong organizational, time-management, and follow-up skills.
• Comfortable learning and utilizing CRM technology.
• AccuLynx experience is a plus.
• Self-motivated, coachable, competitive, and driven to achieve performance goals.

Compensation & Benefits

• $75,000-$83,000 Annual Salary, based on experience
• Bonus Plan
• Full-Time W-2 Position
• Medical, Dental & Vision Insurance
• Life Insurance
• 401(k)
• Paid Time Off (PTO)
• Paid Holidays
• Career advancement opportunities
• Professional development

Why Capstone Roofing?

This is a unique opportunity for an experienced roofing sales professional who enjoys both inside and outside sales. You'll have the ability to work existing opportunities and warm leads from the office while also getting into the field, meeting homeowners, inspecting roofs, and closing business.

Capstone Roofing continues to grow throughout Northern California, creating outstanding opportunities for individuals who want to develop their careers, increase their earning potential, and become an important part of a growing organization.