Right Reach Program Coordinator

Elevating the Industry. Building Your Future.

At Roofed Right America, LLC we aren’t just a roofing crew; we are a nationally growing organization. Raising the bar in the commercial and industrial sectors by combining elite craftsmanship with precision, leadership, and growth.

As operations expand and impact scales, we’re looking for dedicated individuals who lead with Integrity, act with Responsibility, and never compromise on Safety. If you are looking to build your Skills past the status quo – Trade Up to a Better Crew.

Position Summary:

The Right Reach Program Coordinator supports Roofed Right America’s national post-proposal follow-up program by conducting professional customer outreach, documenting proposal status, and ensuring assigned opportunities receive consistent follow-through. The position begins after the business unit’s initial estimator follow-up and works within established procedures to help move opportunities toward a decision.

This role is designed as an entry point into the National Administration team. The coordinator will receive structured cross-training in National Sales Coordinator processes and will provide backup support during periods of increased volume, employee absence, or changing business priorities.

The Blueprint for Success - Key Responsibilities:

Key Responsibilities

Right Reach Customer Follow-Up

• Review assigned CenterPoint opportunities, proposal details, contact information, and prior notes before outreach.

• Conduct professional phone and email follow-up with customers regarding submitted proposals.

• Confirm whether a project remains active, delayed, pending, cancelled, awarded, or otherwise resolved.

• Complete scheduled follow-up activities, including the 30-day check-in, using the established Right Reach workflow.

• Record every meaningful contact attempt, customer response, next step, and outcome accurately in CenterPoint.

• Identify customer questions, concerns, red flags, or opportunities requiring escalation to the Opportunity Owner or senior team member.

• Follow all do-not-call instructions and other handling notes provided by Opportunity Owners.

• Tag and close completed tasks in accordance with established procedures.

Administrative & Team Support

• Maintain accurate customer, opportunity, contact, and activity information.

• Assist with organizing assigned follow-up queues, prioritizing the freshest bids and campaign-sourced opportunities as directed.

• Support weekly and monthly pipeline meeting preparation through accurate activity notes and status updates.

• Respond to internal and external inquiries professionally and route questions to the appropriate team member.

• Maintain confidentiality and follow RRA procedures, communication standards, and documentation requirements.

Cross-Training & Backup Coverage

• Participate in structured cross-training with the National Sales Coordinator and other National Administration team members.

• Develop working knowledge of CRM updates, pipeline tracking, scheduling, sales-support administration, and other designated backup processes.

• Provide backup support when volume increases, team members are absent, or operational priorities require reassignment.

• Maintain process notes and demonstrate proficiency in assigned backup functions.

• Remain flexible and willing to shift priorities to support the overall National Administration team.

An individual in this position must be able to successfully perform the essential duties and responsibilities listed above. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this position.

Tools for the Job:

• Qualifications & Competencies

  • High school diploma or equivalent required; additional education preferred.

  • Prior customer service, call center, administrative, sales support, or office experience preferred but not required.

  • Professional phone presence and strong written and verbal communication skills.

  • Comfort using computers, email, spreadsheets, and CRM or business software.

  • Strong attention to detail, organization, follow-through, and willingness to learn.

  • Ability to handle repetitive outreach while maintaining professionalism and accuracy.

  • Team-oriented, adaptable, dependable, and receptive to coaching.

  Success Measures

  • Consistent completion of assigned Right Reach outreach and follow-up activities.

  • Accurate, timely, and complete CenterPoint documentation.

  • Professional customer interactions and appropriate escalation of issues.

  • Ability to learn and perform designated cross-trained backup responsibilities.

  • Reliable attendance, organization, productivity, and teamwork.