Strategic Finance Manager, Contact Center/Marketing

🏢 Summary: The Accounts Receivable and Financing Specialist owns the full revenue collection cycle for regional projects, from invoicing through final payment, while serving as the primary liaison for financing partners. The role focuses on AR aging management, collections, funding coordination, and financial closeout to ensure timely payments and smooth project completion. This is a fully onsite position collaborating cross-functionally with operations, sales, and accounting teams. 🗂️ Requirements: 2+ years of experience in accounts receivable, billing, project administration, or related accounting/operations role, Strong understanding of project billing, purchase orders, change orders, and invoicing processes, Ability to manage AR aging, collections, and account reconciliation, Experience coordinating with financing partners and managing funding processes, Ability to reconcile and process payments in financial systems, Strong organizational skills and attention to detail, Ability to manage multiple projects and deadlines, Strong communication and problem-solving skills 📃 Skills: ServiceTitan, Sage, Excel, Accounting, Billing, Invoicing, Reconciliation, AR, DSO, Financing 🏢 Description: About Us Vertex Service Partners is a home improvement services company focused on residential roofing and other exterior services across the United States. Backed by Alpine Investors, a private equity fund with $4.0 billion of committed capital, Vertex is building a national platform while preserving the autonomy of local brands. The company operates with a focus on operations, marketing, training, talent, finance, and technology support. Job Summary The Accounts Receivable (AR) and Financing Specialist owns the full revenue collection cycle — from daily invoicing through final payment — and serves as the primary point of contact for all financing activity across the West Region. This person keeps the AR aging report clean, ensures financing partners fund jobs on time, and resolves any payment or financing issue that could delay installation or hold up collection. The specialist works closely with the Operations Manager, Production Administrators, Install Managers, Sales Teams, and the Accounting team to keep every job moving toward a clean financial close. Location This role may be located at one of the West Regional offices: Mill Creek, WA 98012 Clackamas, OR 97015 Fully onsite (Monday - Friday, standard business hours). Key Responsibilities - Own the financial closeout process for all West Region projects, ensuring timely invoicing, payment collection, and account reconciliation. - Drive collection efforts and manage AR aging performance, proactively resolving outstanding balances and reducing days sales outstanding (DSO). - Lead collections escalations for past-due accounts, including lien coordination and communication with leadership. - Manage progress billing and payment schedules to ensure customer and financing payments are collected on time. - Serve as the primary liaison for financing partners and funding platforms, ensuring timely approvals, funding, and issue resolution. - Guide homeowners through financing processes and remove obstacles that could delay installation or payment. - Process and reconcile payments within ServiceTitan, ensuring accurate job-level financial records. - Prepare project closeout packages and ensure all financial and documentation requirements are completed. - Partner cross-functionally with Operations, Sales, Production, and Accounting teams to resolve issues and support successful project completion. - Support reporting, bad debt analysis, audits, and continuous improvement initiatives related to billing and collections. - Maintain compliance with company policies, customer requirements, and financial controls. Qualifications - 2+ years of experience in accounts receivable, billing, project administration, or a related accounting or operations role. - Strong understanding of project billing, purchase orders, change orders, and invoicing processes. - Comfortable communicating directly with homeowners, financing lenders, and internal leadership. - Strong organizational skills with high attention to detail. - Ability to manage multiple projects and deadlines simultaneously. - Excellent communication and problem-solving skills. Preferred Skills - Construction or contractor industry experience. - Proficiency with ServiceTitan, Sage, and accounting platforms. - Proficiency with MS Excel. - Knowledge of billing, retainage, and contract closeout requirements. - Experience with customer invoicing portals and compliance documentation. - Analytical mindset with ability to identify cost discrepancies and process improvements. Work Environment - Onsite daily office work environment. - Frequent coordination with operations, accounting, procurement, and field teams. - May require occasional extended hours during month-end or project completion cycles. Compensation Competitive hourly pay plus performance-based incentives. On-target earnings range from $62,000 to $80,000 annually. Benefits Full-time employees are eligible for: - Health, Dental, and Vision Insurance - 401(k) with company match - Company-sponsored Life and AD&D coverage - Paid Time Off - Opportunities for growth and on-the-job training Equal opportunity employer statement and applicant privacy policy apply.

🏢 Summary: The Accounts Receivable and Financing Specialist manages the full revenue collection cycle for regional projects, from invoicing to final payment, ensuring timely funding and clean financial closeouts. The role focuses on AR aging management, financing coordination, payment reconciliation, and cross-functional collaboration to prevent delays in installation or collections. This onsite position requires strong billing expertise and experience with accounting systems in a project-based environment. 🗂️ Requirements: 2+ years of experience in accounts receivable, billing, project administration, or related accounting/operations role, Strong understanding of project billing, purchase orders, change orders, and invoicing processes, Ability to manage AR aging and drive collections performance, Experience communicating with homeowners, financing lenders, and internal stakeholders, Strong organizational skills and attention to detail, Ability to manage multiple projects and deadlines simultaneously, Excellent communication and problem-solving skills 📃 Skills: ServiceTitan, Sage, Excel, Accounting, Billing, Invoicing, Reconciliation, Reporting, Auditing, Compliance 🏢 Description: Job Summary The Accounts Receivable (AR) and Financing Specialist owns the full revenue collection cycle — from daily invoicing through final payment — and serves as the primary point of contact for all financing activity across the West Region. This person keeps the AR aging report clean, ensures financing partners fund jobs on time, and resolves any payment or financing issue that could delay installation or hold up collection. The specialist works closely with the Operations Manager, Production Administrators, Install Managers, Sales Teams, and the Accounting team to keep every job moving toward a clean financial close. Location This role may be located at one of our West Regional offices: Mill Creek, WA 98012 Clackamas, OR 97015 Fully-Onsite (Monday - Friday, standard business hours) Key Responsibilities Own the financial closeout process for all West Region projects, ensuring timely invoicing, payment collection, and account reconciliation. Drive collection efforts and manage AR aging performance, proactively resolving outstanding balances and reducing days sales outstanding (DSO). Lead collections escalations for past-due accounts, including lien coordination and communication with leadership. Manage progress billing and payment schedules to ensure customer and financing payments are collected on time. Serve as the primary liaison for financing partners and funding platforms, ensuring timely approvals, funding, and issue resolution. Guide homeowners through financing processes and remove obstacles that could delay installation or payment. Process and reconcile payments within ServiceTitan, ensuring accurate job-level financial records. Prepare project closeout packages and ensure all financial and documentation requirements are completed. Partner cross-functionally with Operations, Sales, Production, and Accounting teams to resolve issues and support successful project completion. Support reporting, bad debt analysis, audits, and continuous improvement initiatives related to billing and collections. Maintain compliance with company policies, customer requirements, and financial controls. Qualifications 2+ years of experience in accounts receivable, billing, project administration, or a related accounting or operations role. Strong understanding of project billing, purchase orders, change orders, and invoicing processes. Comfortable communicating directly with homeowners, financing lenders, and internal leadership to resolve issues quickly and professionally. Strong organizational skills with high attention to detail. Ability to manage multiple projects and deadlines simultaneously. Excellent communication and problem-solving skills. Preferred Skills Construction or contractor industry experience. Proficiency with ServiceTitan, Sage, and accounting platforms. Proficiency with MS Excel. Knowledge of billing, retainage, and contract closeout requirements. Experience with customer invoicing portals and compliance documentation. Analytical mindset with ability to identify cost discrepancies and process improvements. Work Environment Onsite daily office work environment. Frequent coordination with operations, accounting, procurement, and field teams. May require occasional extended hours during month-end or project completion cycles. Compensation Competitive hourly pay + performance based incentives. On target earnings ($62,000 - $80,000). Benefits Full-time employees are eligible to participate in the following benefits: Health, Dental, and Vision Insurance 401(k) with company match Company sponsored Life and AD&D coverage Paid Time Off Opportunities for growth and on-the-job training

🏢 Summary: Sales Trainer role focused on onboarding, training, and coaching Roof Inspectors across the West Region, including delivery of sales training programs, CRM and technology instruction, and field development support. The position involves coordinating onboarding logistics, supporting Vertex Sales University, and improving sales readiness and performance through ongoing coaching and training initiatives. 🗂️ Requirements: Experience in sales training, onboarding, coaching, or employee development, Strong facilitation, presentation, and communication skills, Ability to build relationships and influence learners across multiple locations, Excellent organizational and project management skills, Ability to facilitate virtual and in-person training programs, Proficiency with CRM systems, Proficiency with Microsoft Office, Ability to travel up to 25%, Ability to work in a fast-paced environment 📃 Skills: CRM, Microsoft, Office, Dataprise 🏢 Description: About Us Vertex Service Partners is a home improvement services company focused on residential roofing and other exterior services across the United States. Vertex Service Partners is seeking a Sales Trainer to support the onboarding, development, and ongoing success of Roof Inspectors (RIs) throughout the West Region. This role will work closely with the Director of Training and Sales Managers to ensure every new hire enters the field prepared, confident, and equipped for success. The Sales Trainer will play a critical role in delivering Vertex Sales University (VSU) programming, coordinating onboarding logistics, providing coaching and field support, and reducing administrative and training burdens on branch leadership so they can remain focused on driving revenue. Key Responsibilities New Hire Onboarding & Training: • Lead and coordinate first-week onboarding activities for all new Roof Inspectors, both virtually and onsite at branch locations. • Facilitate onboarding sessions including I-9 verification, employee handbook review, and new hire orientation. • Deliver training on roofing anatomy, products, and systems, including hands-on roof walkthroughs when available. • Conduct CRM and technology training to ensure new hires are prepared to operate effectively in the field. • Coordinate scheduling for ride-alongs, role-play sessions, team introductions, and field training activities. • Prepare and distribute onboarding materials, training resources, welcome kits, swag bags, and branded items. Vertex Sales University (VSU) Support: • Attend and co-facilitate Vertex Sales University training sessions alongside the Director of Training. • Assist with grading, testing, coaching, and development of new Roof Inspectors throughout the VSU program. • Conduct post-VSU follow-up activities, including score updates, coaching sessions, and performance reviews. • Provide ongoing support and coaching to new and existing Roof Inspectors between VSU training cycles. Field Coaching & Development: • Travel to branch locations to ride along with Roof Inspectors and provide actionable coaching and feedback. • Partner with Sales Managers to reinforce training concepts and support rep development. • Conduct one-on-one coaching sessions focused on skill development, confidence building, and performance improvement. Program Administration & Logistics: • Manage onboarding logistics, including ordering and shipping training materials, roofing bags, uniforms, and branded merchandise. • Coordinate with IT (Dataprise) to provision devices, applications, and technology resources for new hires. • Collect and track onboarding information, uniform sizing, equipment requests, and training completion records. • Maintain organized records of trainee progress, assessment scores, certifications, and onboarding milestones. • Assist the Director of Training in maintaining and updating training materials, content, and resources. Key Outcomes • Deliver a consistent, high-quality onboarding experience for all new Roof Inspectors across the West Region. • Improve new hire readiness, confidence, retention, and speed-to-productivity. • Successfully support Vertex Sales University training cycles and participant development. • Ensure timely and accurate completion of onboarding logistics, technology setup, and training requirements. • Provide ongoing coaching and development that improves field performance and sales effectiveness. • Maintain accurate training records and onboarding documentation to support operational excellence. Qualifications & Characteristics Required: • Experience in sales training, onboarding, coaching, or employee development. • Strong facilitation, presentation, and communication skills. • Ability to build relationships and influence learners across multiple locations and levels of the organization. • Excellent organizational and project management skills with strong attention to detail. • Comfortable facilitating both virtual and in-person training programs. • Proficiency with CRM systems, Microsoft Office, and training technologies. • Ability to travel up to 25% throughout the West Region. • Self-starter with the ability to thrive in a fast-paced, entrepreneurial environment. Preferred: • Experience within residential roofing, home improvement, or construction-related industries. • Experience supporting sales onboarding and consultative sales training programs. • Familiarity with Vertex Sales University methodologies and training frameworks. • Experience creating or maintaining training materials, presentations, and learning content. • Prior field sales experience and/or sales management experience. What You'll Get • Competitive salary and bonus opportunity. • Direct exposure to sales leadership and training strategy initiatives. • Opportunity to help shape and develop the next generation of Vertex sales professionals. • Collaborative work environment focused on growth, development, and continuous improvement. • Career advancement opportunities within a rapidly growing national platform. Compensation • Base Salary: $85,000 • On-Target Earnings (OTE): $110,000 • Bonus eligibility tied to new hire performance and retention metrics. • Additional compensation opportunities may be available based on role scope and experience. Compensation & Benefits Disclosure Compensation for this role may be provided as hourly pay, salary, commission, piece-rate, bonuses, incentives, or a combination of these methods, depending on the position. The estimate of total expected annual earnings reflects a good-faith estimate based on experience, skills, geographic location, historical trends, and business needs. Actual earnings may vary. Benefits: • Health, Dental, and Vision Insurance • 401(k) with company match • Company sponsored Life and AD&D coverage • Paid Time Off • Opportunities for growth and on-the-job training Why Join Us? • Build Something Big – Shape processes for a rapidly growing organization. • Growth-Oriented Culture – Work in a dynamic, people-first environment. • Make an Impact Across Regions – Partner with business leaders to drive meaningful change. Vertex Service Partners is an equal opportunity employer and does not discriminate based on race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, military service, or any other protected class.

🏢 Summary: Performance-driven in-home roofing sales role with pre-qualified appointments, uncapped commission, and structured sales support. The position focuses on conducting inspections, presenting roofing solutions, and closing contracts using a defined sales process and CRM system. Offers W-2 employment, paid training, company vehicle, and strong first-year earning potential. 🗂️ Requirements: Valid driver's license, Clean driving record and background check, Ability to climb ladders and work on roofs, Comfort working in attics and various weather conditions, Ability to lift up to 75 lbs, Ability to use CRM software, Ability to use Microsoft Office, Ability to use iOS tools, Strong interpersonal and communication skills, Self-motivated and goal-oriented, Ability to present complex information clearly, Availability for 2 weeks paid training in another city 📃 Skills: ServiceTitan, CRM, Microsoft, iOS 🏢 Description: About Us We are Overson Roofing, providing trusted roofing solutions across Phoenix and neighboring cities since 2005. Our expertise includes shingle, tile, spray foam, and built-up roofing—as well as attic ventilation, inspections, and storm damage repairs. We operate with full licensing, bonding, and insurance, and are active members of leading trade associations. We offer a team-oriented environment with opportunities for career growth, and as we continue to expand, we seek reliable, safety-focused team members to support our operations. This is a performance-driven, in-home sales role built for professionals who want uncapped earning potential within a structured, supported system. Unlike roles where you build everything from scratch, you step into an established platform designed to help you win. What You Can Expect W-2 employee status (not 1099) Uncapped commission structure Estimated first-year earnings: $125,000 - $200,000 Pre-set, pre-qualified appointments provided Additional incentives for self-generated leads Company vehicle Benefits + 401(k) match Paid onboarding and training What Sets This Apart Brand credibility and company-backed marketing A proven, structured sales process Financing options already in place Operational and production support teams CRM system (ServiceTitan) Your focus is selling and serving homeowners – you are not chasing cold leads or building infrastructure. Success here is consultative, not pressure based. Top performers clearly explain value, confidently lead pricing conversations, and execute the sales process with discipline. Key Responsibilities: Conduct multiple in-home inspections and consultations daily Diagnose homeowner needs and recommend appropriate roofing or exterior solutions Present scope, pricing, and financing options with clarity and confidence Guide homeowners through a structured consultation process from inspection to agreement Complete contracts and documentation accurately in ServiceTitan Maintain professional presentation, organized vehicle, and sales materials Generate additional opportunities through referrals and self-sourced leads Travel locally to customer homes (field-based role) What Success Looks Like: Execute the full sales process consistently and without shortcuts Maintain strong activity levels and pipeline discipline over time Use coaching and feedback to continuously sharpen their craft Hold value - they don't rely on discounting to win Who This Role Is a Great Fit For: Professionals who have succeeded in commission-based, performance-driven environments Clear communicators who can simplify complex information for homeowners Individuals comfortable discussing pricing and financing decisions directly Self-motivated sellers who take ownership of results and accountability This Role May NOT Be a Fit If You: Rely on pressure tactics or discounting to close Resist structured sales processes or coaching Avoid direct conversations about money or pricing Prefer low-accountability or desk-based environments Qualifications: Required: Valid driver's license with a clean driving record & background check Comfortable working on roofs, climbing ladders, and accessing attics Strong interpersonal and communication skills to establish rapport and build trust Self-motivated, goal-oriented, and able to work independently or as part of a team Ability to present complex information in an easy-to-understand manner Ability to use CRM software, Microsoft Office, and iOS tools Must be comfortable working in various weather conditions Ability to lift up to 75 lbs Preferred, not required: In-home sales or home improvement sales experience (roofing experience not required) Training & Support: Comprehensive paid training program; 2-week classroom training with additional field training Paid training class session (expenses covered) Must be comfortable with 2 weeks paid training in another city Ongoing coaching and skill development Schedule & Work Environment: Flexible weekly schedule with evening and weekend appointments as needed Regularly engaged in outside sales, requiring travel to customer locations Compensation: W-2 employee status (not 1099) with benefits and 401k match Paid onboarding and training Estimate of First-year earnings: $125,000 - $200,000 Pre-set and pre-qualified leads provided, with additional incentives for self-generated leads Performance-based bonus opportunities Compensation & Benefits Disclosure Compensation for this role may be provided as hourly pay, salary, commission, piece-rate, bonuses, incentives, or a combination of these methods, depending on the position. The "Estimate of Total Expected Annual Earnings" listed reflects a good-faith estimate of what is reasonably expected to be paid for this role, based on factors such as experience, skills, candidate geographic location, state the job is located in, historical trends, and business needs. Actual earnings may vary. Where required by law, a general description of benefits and other forms of compensation offered may include health insurance, retirement plans, paid time off, and other employee programs. Estimate of total expected annual earnings: $125,000—$200,000 USD Benefits: Health, Dental, and Vision Insurance 401(k) with company match Company sponsored Life and AD&D coverage Paid Time Off Opportunities for growth and on-the-job training Why Join Us? At Overson Roofing, we take pride in our people, our work, and our commitment to integrity. If you're looking for a company where you can grow professionally while making a real impact, we'd love to hear from you! Overson Roofing is an equal opportunity employer and does not discriminate based on race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, military service, or any other protected class. If you need a reasonable accommodation due to a disability, please contact Human Resources with your request and contact information. Applicant Privacy Policy

🏢 Summary: Performance-driven in-home roofing sales role with uncapped commission, pre-qualified appointments, and structured sales support. The position focuses on conducting inspections, presenting solutions and financing options, and closing contracts using a defined process and CRM system. Offers W-2 employment, company vehicle, paid training, benefits, and first-year earning potential of $125,000–$200,000. 🗂️ Requirements: Valid driver's license with clean driving record, Ability to pass background check, Comfortable working on roofs, ladders, and in attics, Ability to lift up to 75 lbs, Comfortable working in various weather conditions, Strong interpersonal and communication skills, Ability to present complex information clearly, Self-motivated and goal-oriented, Ability to work independently and in a team, Ability to use CRM software, Microsoft Office, and iOS tools, Willingness to complete 2 weeks paid training in another city 📃 Skills: ServiceTitan, CRM, Microsoft, iOS, Sales, Financing, Inspection, Documentation 🏢 Description: About Us We are Overson Roofing, providing trusted roofing solutions across Phoenix and neighboring cities since 2005. Our expertise includes shingle, tile, spray foam, and built-up roofing—as well as attic ventilation, inspections, and storm damage repairs. We operate with full licensing, bonding, and insurance, and are active members of leading trade associations. We offer a team-oriented environment with opportunities for career growth, and as we continue to expand, we seek reliable, safety-focused team members to support our operations. This is a performance-driven, in-home sales role built for professionals who want uncapped earning potential within a structured, supported system. You step into an established platform designed to help you succeed. What You Can Expect W-2 employee status (not 1099) Uncapped commission structure Estimated first-year earnings: $125,000 - $200,000 Pre-set, pre-qualified appointments provided Additional incentives for self-generated leads Company vehicle Benefits + 401(k) match Paid onboarding and training What Sets This Apart Brand credibility and company-backed marketing A proven, structured sales process Financing options already in place Operational and production support teams CRM system (ServiceTitan) Your focus is selling and serving homeowners – you are not chasing cold leads or building infrastructure. Success is consultative, not pressure based. Top performers clearly explain value, confidently lead pricing conversations, and execute the sales process with discipline. Key Responsibilities: Conduct multiple in-home inspections and consultations daily Diagnose homeowner needs and recommend appropriate roofing or exterior solutions Present scope, pricing, and financing options with clarity and confidence Guide homeowners through a structured consultation process from inspection to agreement Complete contracts and documentation accurately in ServiceTitan Maintain professional presentation, organized vehicle, and sales materials Generate additional opportunities through referrals and self-sourced leads Travel locally to customer homes (field-based role) What Success Looks Like: Execute the full sales process consistently and without shortcuts Maintain strong activity levels and pipeline discipline over time Use coaching and feedback to continuously sharpen skills Hold value without relying on discounting Who This Role Is a Great Fit For: Professionals who have succeeded in commission-based, performance-driven environments Clear communicators who can simplify complex information for homeowners Individuals comfortable discussing pricing and financing decisions directly Self-motivated sellers who take ownership of results and accountability This Role May NOT Be a Fit If You: Rely on pressure tactics or discounting to close Resist structured sales processes or coaching Avoid direct conversations about money or pricing Prefer low-accountability or desk-based environments Qualifications: Required: Valid driver's license with a clean driving record & background check Comfortable working on roofs, climbing ladders, and accessing attics Strong interpersonal and communication skills Self-motivated, goal-oriented, and able to work independently or as part of a team Ability to present complex information in an easy-to-understand manner Ability to use CRM software, Microsoft Office, and iOS tools Must be comfortable working in various weather conditions Ability to lift up to 75 lbs Preferred, not required: In-home sales or home improvement sales experience (roofing experience not required) Training & Support: Comprehensive paid training program; 2-week classroom training with additional field training Paid training class session (expenses covered) Must be comfortable with 2 weeks paid training in another city Ongoing coaching and skill development Schedule & Work Environment: Flexible weekly schedule with evening and weekend appointments as needed Regularly engaged in outside sales, requiring travel to customer locations Compensation: W-2 employee status with benefits and 401k match Paid onboarding and training Estimate of First-year earnings: $125,000 - $200,000 Pre-set and pre-qualified leads provided, with additional incentives for self-generated leads Performance-based bonus opportunities Benefits: Health, Dental, and Vision Insurance 401(k) with company match Company sponsored Life and AD&D coverage Paid Time Off Opportunities for growth and on-the-job training Overson Roofing is an equal opportunity employer and does not discriminate based on legally protected characteristics. If you need a reasonable accommodation due to a disability, please contact Human Resources with your request and contact information. Applicant Privacy Policy.

🏢 Summary: Performance-driven in-home sales role focused on residential roofing and exterior solutions, offering uncapped commission with pre-qualified appointments and company support. The position emphasizes consultative selling, structured sales processes, and use of CRM tools to manage contracts and customer interactions. Includes paid training, company vehicle, benefits, and strong first-year earning potential. 🗂️ Requirements: Valid driver's license, Clean driving record and background check, Ability to work on roofs, climb ladders, access attics, Ability to lift up to 75 lbs, Comfortable working in various weather conditions, Ability to use CRM software, Ability to use Microsoft Office, Ability to use iOS tools, Strong interpersonal communication skills, Ability to work independently and in a team, Comfortable discussing pricing and financing, Willingness to complete 2-week out-of-city training 📃 Skills: ServiceTitan, CRM, Microsoft, iOS, Sales, Financing, Contracting, Roofing 🏢 Description: About the Role This is a performance-driven, in-home sales role built for professionals who want uncapped earning potential within a structured, supported system. You step into an established platform with pre-set, pre-qualified appointments, company-backed marketing, financing options, and operational support. Your focus is selling and serving homeowners through a consultative, structured process. What You Can Expect - W-2 employee status (not 1099) - Uncapped commission structure - Estimated first-year earnings: $80,000 - $130,000 - Pre-set, pre-qualified appointments provided - Additional incentives for self-generated leads - Company vehicle - Benefits + 401(k) match - Paid onboarding and training What Sets This Apart - Brand credibility and company-backed marketing - A proven, structured sales process - Financing options already in place - Operational and production support teams - CRM system (ServiceTitan) Key Responsibilities - Conduct multiple in-home inspections and consultations daily - Diagnose homeowner needs and recommend appropriate roofing or exterior solutions - Present scope, pricing, and financing options with clarity and confidence - Guide homeowners through a structured consultation process from inspection to agreement - Complete contracts and documentation accurately in ServiceTitan - Maintain professional presentation, organized vehicle, and sales materials - Generate additional opportunities through referrals and self-sourced leads - Travel locally to customer homes (field-based role) Qualifications Required: - Valid driver's license with a clean driving record and background check - Comfortable working on roofs, climbing ladders, and accessing attics - Strong interpersonal and communication skills - Self-motivated and goal-oriented - Ability to present complex information clearly - Ability to use CRM software, Microsoft Office, and iOS tools - Comfortable working in various weather conditions - Ability to lift up to 75 lbs Preferred: - In-home sales or home improvement sales experience Training & Support - Comprehensive paid training program - 2-week classroom training with additional field training (expenses covered; must be comfortable training in another city) - Ongoing coaching and skill development Schedule & Work Environment - Flexible weekly schedule with evening and weekend appointments as needed - Outside sales role requiring regular travel to customer locations Compensation & Benefits - W-2 employee status with benefits and 401(k) match - Paid onboarding and training - Estimate of first-year earnings: $80,000 - $130,000 - Pre-set and pre-qualified leads provided - Performance-based bonus opportunities Benefits - Health, Dental, and Vision Insurance - 401(k) with company match - Company-sponsored Life and AD&D coverage - Paid Time Off - Opportunities for growth and on-the-job training

🏢 Summary: Performance-driven in-home sales role focused on residential and commercial roofing solutions, offering uncapped commission and pre-qualified appointments within a structured sales system. The position includes company-provided leads, CRM tools, operational support, and paid training. Ideal for self-motivated professionals seeking high earnings through consultative selling and disciplined process execution. 🗂️ Requirements: Valid driver's license, Clean driving record and background check, Ability to work on roofs and climb ladders, Comfort working in attics and various weather conditions, Ability to lift up to 75 lbs, Experience in commission-based or performance-driven sales environments, Ability to conduct in-home inspections and consultations, Ability to present pricing and financing options, Proficiency with CRM software, Proficiency with Microsoft Office, Proficiency with iOS tools, Availability for flexible schedule including evenings and weekends, Willingness to attend 2 weeks paid training in another city 📃 Skills: ServiceTitan, CRM, Microsoft, iOS 🏢 Description: This is a performance-driven, in-home sales role built for professionals who want uncapped earning potential within a structured, supported system. You step into an established platform designed to help you win. What You Can Expect - W-2 employee status (not 1099) - Uncapped commission structure - Estimated first-year earnings: 125K-250K - Pre-set, pre-qualified appointments provided - Additional incentives for self-generated leads - Company vehicle - Benefits + 401(k) match - Paid onboarding and training What Sets This Apart - Brand credibility and company-backed marketing - A proven, structured sales process - Financing options already in place - Operational and production support teams - CRM system (ServiceTitan) Your focus is selling and serving homeowners – you are not chasing cold leads or building infrastructure. Success here is consultative, not pressure based. Top performers clearly explain value, confidently lead pricing conversations, and execute the sales process with discipline. Key Responsibilities: - Conduct multiple in-home inspections and consultations daily - Diagnose homeowner needs and recommend appropriate roofing or exterior solutions - Present scope, pricing, and financing options with clarity and confidence - Guide homeowners through a structured consultation process from inspection to agreement - Complete contracts and documentation accurately in ServiceTitan - Maintain professional presentation, organized vehicle, and sales materials - Generate additional opportunities through referrals and self-sourced leads - Travel locally to customer homes (field-based role) What Success Looks Like: - Execute the full sales process consistently and without shortcuts - Maintain strong activity levels and pipeline discipline over time - Use coaching and feedback to continuously sharpen their craft - Hold value without relying on discounting to win Who This Role Is a Great Fit For: - Professionals who have succeeded in commission-based, performance-driven environments - Clear communicators who can simplify complex information for homeowners - Individuals comfortable discussing pricing and financing decisions directly - Self-motivated sellers who take ownership of results and accountability This Role May NOT Be a Fit If You: - Rely on pressure tactics or discounting to close - Resist structured sales processes or coaching - Avoid direct conversations about money or pricing - Prefer low-accountability or desk-based environments Qualifications: Required: - Valid driver's license with a clean driving record & background check - Comfortable working on roofs, climbing ladders, and accessing attics - Strong interpersonal and communication skills - Self-motivated and goal-oriented - Ability to present complex information clearly - Ability to use CRM software, Microsoft Office, and iOS tools - Comfortable working in various weather conditions - Ability to lift up to 75 lbs Preferred, not required: - In-home sales or home improvement sales experience Training & Support: - Comprehensive paid training program - 2-week classroom training with additional field training - Paid training class session (expenses covered) - Ongoing coaching and skill development Must be comfortable with 2 weeks paid training in another city. Schedule & Work Environment: - Flexible weekly schedule with evening and weekend appointments as needed - Regular travel to customer locations Compensation: - W-2 employee status with benefits and 401k match - Paid onboarding and training - Estimated first-year earnings: 125K-250K - Pre-set and pre-qualified leads provided - Performance-based bonus opportunities Benefits: - Health, Dental, and Vision Insurance - 401(k) with company match - Company sponsored Life and AD&D coverage - Paid Time Off - Opportunities for growth and on-the-job training

🏢 Summary: Performance-driven in-home sales role focused on residential roofing and exterior solutions, offering uncapped commission within a structured, company-supported sales system. The position includes pre-qualified appointments, a defined consultative sales process, and operational support, with first-year earnings estimated at $125K–$250K. Ideal for self-motivated professionals comfortable with fieldwork, inspections, and closing high-value home improvement contracts. 🗂️ Requirements: Valid driver's license, Clean driving record and background check, Ability to climb ladders and work on roofs, Comfortable accessing attics and working at heights, Ability to lift up to 75 lbs, Comfortable working in various weather conditions, Proficiency with CRM software, Proficiency with Microsoft Office, Proficiency with iOS tools, Ability to complete contracts and documentation accurately, Availability for evening and weekend appointments, Willingness to travel locally for in-home consultations, Completion of 2-week paid training in another city 📃 Skills: ServiceTitan, CRM, Microsoft, iOS, Sales, Financing, Documentation 🏢 Description: This is a performance-driven, in-home sales role built for professionals who want uncapped earning potential within a structured, supported system. You step into an established platform designed to help you win. What You Can Expect - W-2 employee status (not 1099) - Uncapped commission structure - Estimated first-year earnings: 125K-250K - Pre-set, pre-qualified appointments provided - Additional incentives for self-generated leads - Company vehicle - Benefits + 401(k) match - Paid onboarding and training What Sets This Apart - Brand credibility and company-backed marketing - A proven, structured sales process - Financing options already in place - Operational and production support teams - CRM system (ServiceTitan) Your focus is selling and serving homeowners – you are not chasing cold leads or building infrastructure. Success here is consultative, not pressure based. Top performers clearly explain value, confidently lead pricing conversations, and execute the sales process with discipline. Key Responsibilities: - Conduct multiple in-home inspections and consultations daily - Diagnose homeowner needs and recommend appropriate roofing or exterior solutions - Present scope, pricing, and financing options with clarity and confidence - Guide homeowners through a structured consultation process from inspection to agreement - Complete contracts and documentation accurately in ServiceTitan - Maintain professional presentation, organized vehicle, and sales materials - Generate additional opportunities through referrals and self-sourced leads - Travel locally to customer homes (field-based role) What Success Looks Like: Top performers in this role: - Execute the full sales process consistently and without shortcuts - Maintain strong activity levels and pipeline discipline over time - Use coaching and feedback to continuously sharpen their craft - Hold value without relying on discounting to win Who This Role Is a Great Fit For: - Professionals who have succeeded in commission-based, performance-driven environments - Clear communicators who can simplify complex information for homeowners - Individuals comfortable discussing pricing and financing decisions directly - Self-motivated sellers who take ownership of results and accountability This Role May NOT Be a Fit If You: - Rely on pressure tactics or discounting to close - Resist structured sales processes or coaching - Avoid direct conversations about money or pricing - Prefer low-accountability or desk-based environments Qualifications: Required: - Valid driver's license with a clean driving record & background check - Comfortable working on roofs, climbing ladders, and accessing attics - Strong interpersonal and communication skills - Self-motivated and goal-oriented - Ability to present complex information in an easy-to-understand manner - Ability to use CRM software, Microsoft Office, and iOS tools - Must be comfortable working in various weather conditions - Ability to lift up to 75 lbs Preferred, not required: - In-home sales or home improvement sales experience (roofing experience not required) Training & Support: - Comprehensive paid training program; 2-week classroom training with additional field training - Paid training class session (expenses covered) - Must be comfortable with 2 weeks paid training in another city - Ongoing coaching and skill development Schedule & Work Environment: - Flexible weekly schedule with evening and weekend appointments as needed - Regularly engaged in outside sales, requiring travel to customer locations Compensation: - W-2 employee status (not 1099) with benefits and 401k match - Paid onboarding and training - Estimate of First-year earnings: 125K-250K - Pre-set and pre-qualified leads provided, with additional incentives for self-generated leads - Performance-based bonus opportunities Compensation & Benefits Disclosure Compensation for this role may be provided as hourly pay, salary, commission, piece-rate, bonuses, incentives, or a combination of these methods, depending on the position. The Estimate of Total Expected Annual Earnings reflects a good-faith estimate based on factors such as experience, skills, geographic location, historical trends, and business needs. Actual earnings may vary. Estimate of total expected annual earnings: $125,000—$250,000 USD Benefits: Full-time employees are eligible to participate in the following benefits: - Health, Dental, and Vision Insurance - 401(k) with company match - Company sponsored Life and AD&D coverage - Paid Time Off - Opportunities for growth and on-the-job training

🏢 Summary: Senior product leadership role focused on building new 0→1 partner-driven products and experiences from concept to launch in a high-autonomy environment. The position owns vision, strategy, and execution while collaborating with engineering and partners to deliver scalable, high-impact solutions. This role emphasizes rapid iteration, technical fluency, and shaping a growing partner ecosystem. 🗂️ Requirements: 8+ years of product management experience, Experience with B2B products or partner integrations, Proven 0→1 product development experience, Track record of launching products from MVP to market, Ability to work in high-autonomy, ambiguous environments, Strong technical fluency with system design understanding, Experience collaborating closely with engineering teams, Experience defining product roadmaps based on market and customer insights 📃 Skills: ProductManagement, B2B, APIs, Integrations, SystemDesign, Roadmapping, MVP, DataAnalysis 🏢 Description: At Constant Contact, we are seriously awesome people who take ownership and make an impact by operating with the mindset, integrity and courage of a small business owner. There’s something so profoundly rewarding about knowing that your work is empowering people everywhere to pursue their dreams. Here, we all play an integral part in helping business owners, entrepreneurs, non-profits and individuals to succeed by giving them all the help and tools they need to grow online. We’re energized by new challenges and new possibilities-and we’re just getting started!We have an opening for a senior product leader who loves building new things and thrives in ambiguity. You’ll create experiences with partner companies that deliver real, outsized value to customers—things that could never exist alone. This is a 0→1 role: you’ll own the vision, strategy, and execution, moving fast, iterating constantly, and shaping the future of our partner ecosystem. What You’ll Do: Lead the creation of new partner-driven products and experiences from concept to launch. Collaborate deeply with engineering, design, and partners to turn bold ideas into scalable solutions. Spot market opportunities, uncover customer pain points, and define high-impact product roadmaps. Test, learn, and pivot quickly—combining data, insight, and intuition to drive results. Influence internal and external stakeholders, aligning teams around strategy and execution. Mentor others, shaping product thinking and partner-focused innovation across the organization. Who You Are: 8+ years of product management experience with B2B, partner integrations, or co-created products is required to thrive in this role. Show success in leading 0→1 product development, taking ideas from ambiguous problem spaces through validation, MVP, and successful launch. Proven track record of shipping impactful products in high-autonomy, ambiguous environments. Strong technical fluency—you can meaningfully engage with engineers and system design. Deep market and customer insight—know how to turn opportunity into value. Comfortable structuring chaos and making decisions with imperfect information. Customer-obsessed mindset—focused on creating experiences that delight and surprise. A builder mentality—you act fast, iterate relentlessly, and take ownership of outcomes. Why You’ll Love It: Full ownership: define the vision, strategy, and execution of transformative partner experiences. Co-create with other companies to unlock value that no one could achieve alone. Drive impact at scale—your work will shape how customers experience our ecosystem. Operate at the cutting edge of product innovation in a high-growth, collaborative startup environment. #LI-Remote #LI-HK1The specific salary offered to a candidate may be influenced by a variety of factors including the candidate’s experience, their education and work location. In addition, some roles may be eligible for additional on target commission pay or bonus. The compensation package includes health and welfare benefits including paid leave. Pay Transparency - All Full Time Employees$155,000—$194,000 USDWhy You’ll Love Us: We celebrate one another’s differences. We are proud of our culture of diversity and inclusion, and we're always working hard to strengthen and improve this culture. We have programs in place that bring us together on important issues and provide educational opportunities for all employees. Join the experts. If you're passionate about supporting businesses and organizations, you won’t find a better spot to share your talent. We’re dedicated to improving the quality of our product from a customer standpoint and have a true desire to enable the success of businesses, non-profit organizations, and community groups. You’ll have opportunities to grow your career. We encourage and support our team members to learn different aspects of the business, take on stretch assignments, seek coaching opportunities and professional development opportunities. A generous paid time off policy and a competitive benefits package that supports the health and well-being of you and your family At Constant Contact, we’re all about work flexibility and are proud to serve our customers as a hybrid workforce. Our hybrid work model combines the convenience of remote work with access to our great office locations to collaborate in-person, participate in live trainings, and socialize with colleagues. Application Deadline: 30 days. We may fill this job opening prior to the deadline if a candidate is selected by us. Vision6 Pty Limited is an affiliate of Constant Contact, Inc. and a part of the Constant Contact group of brands. Constant Contact is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, gender, gender identity, national origin, citizenship, age, disability, sexual orientation, genetic information, veteran status or any other status protected under applicable law. If you require accessibility assistance applying for open positions, please contact talentacquisition@constantcontact.com. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c) It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. At Constant Contact, we respect personnel privacy and are committed to protecting the personal information we obtain and maintain from both current, former, and prospective employees. We maintain this Personnel Global Privacy Notice (this “Notice”) in compliance with applicable privacy laws, including the California Consumer Privacy Act (the “CCPA”) and the UK General Data Protection Regulation (collectively, the “Data Protection Laws”). Click here for a full copy of our General Personnel Privacy Notice. Notice to Recruiters and Staffing Agencies: Constant Contact has an internal talent acquisition department and designated career site for individuals looking to join our team. Constant Contact will not accept unsolicited resumes from any external recruiters, staffing firms, search agencies or any fee-based referrals. Any unsolicited resumes sent to directly to Constant Contact, in any capacity will be considered property of Constant Contact. Constant Contact will not pay a fee for any placement resulting from the receipt of an unsolicited resume.

🏢 Summary: Technical Account Manager role focused on supporting and optimizing Varicent’s Sales Planning solutions for a portfolio of enterprise customers. The position combines hands-on configuration, data analysis, and customer enablement to drive product adoption, performance optimization, and long-term success. Requires strong SQL and data skills along with extensive experience in Varicent’s Sales Planning tool. 🗂️ Requirements: 7+ years of experience in IT consulting or enterprise software implementation, Hands-on experience with Varicent Sales Planning tool, Bachelor’s degree in a technical or related business field, Experience with query-based languages and relational databases, Strong SQL and data manipulation skills, Advanced Microsoft Excel skills, Experience gathering and translating business requirements into technical solutions, Ability to manage client portfolio independently and meet deadlines 📃 Skills: SQL, Excel, RelationalDatabases, QueryLanguages, DataAnalysis, DataManipulation, Varicent, SalesPlanning 🏢 Description: Varicent's Customer Success team is seeking a Technical Account Manager with an analytical mindset and strong focus on data. The TAM will partner with a portfolio of customers to achieve long-term goals, develop strong relationships, and adapt to evolving product offerings. This role supports clients’ technical needs throughout their software lifecycle journey. What You'll Do: - Act as a trusted expert managing and nurturing a designated client portfolio - Facilitate Sales Planning training for employees, partners, and customers (virtual and in-person) - Review new features and fixes and assess impact against customer organizational needs - Configure Varicent-specific solutions based on customer requirements - Generate and communicate monthly performance and support metric reports - Analyze usage data and metrics to identify and implement remedial actions - Troubleshoot errors, bugs, and technical issues while advising on best practices and optimizations - Identify growth opportunities and collaborate to drive sustainable product growth - Participate in Success Planning Workshops and Customer Success Planning initiatives - Collaborate with internal stakeholders on change management improvements What You'll Bring: - 7+ years of experience in IT Consulting or Enterprise Software Implementation - Hands-on experience with Varicent Sales Planning Tool (required) - Bachelor’s degree or higher in a technical field or related business discipline - Experience with query-based languages and relational databases - Strong technical data skills including SQL, data manipulation, and Microsoft Excel - Strong business communication skills - Experience gathering and interpreting requirements and aligning them with product capabilities - Ability to work independently, manage time effectively, and adapt to evolving processes - Preferred: Experience administering, implementing, or supporting Varicent software products Success Outcomes: 1–3 Months: - Complete onboarding and training - Learn internal systems and information sources - Begin client and CSM introductions - Participate in team meetings and events 4–6 Months: - Manage clients independently and adhere to the VIP program - Demonstrate prioritization, problem resolution, growth, and adaptability 7+ Months: - Manage a full client portfolio - Perform all TAM duties including a complete Annual Health Check Compensation: - Base salary range: $92,300 – $121,000 USD - Additional bonuses or commissions (where eligible) - Comprehensive benefits package Overview of Benefits: - Health & Wellness: Medical, dental, and vision coverage - Time Off: PTO and public holidays - Volunteer Days: Dedicated community service time - Ignite Days: Dedicated learning and development days - Financial: Market-aligned compensation - Retirement: Long-term financial security plans - Tuition Assistance: Support for continuing education - Flexibility: Remote and hybrid work options available