Calling All Roofing And Restoration Industry Professionals
About SquareDash
- SquareDash is an equity-funded, early-stage fintech serving the roofing and restoration industry.
- The company founder has 15+ years of roofing industry experience and started SquareDash more than 3 years ago.
- Our platform is live and contractors are using it successfully.
- We are ready to scale and need your help to accomplish our big goals.
About You
- You are a roofing and/or restoration industry professional with more than 3 years of experience.
- You have experience working in scaling startups with less than 50 employees.
- You enjoy wearing 'many hats' and growing your career in organizations where the roles and responsibilities are evolving.
Purpose
SquareDash is the fastest way for contractors to get paid. Period. We provide billing services and claim funding designed specifically for roofing and restoration companies and have been voted the #1 cash flow operations solution in the industry by our peers.
How can you help us achieve our big mission?
Open Job Positions
Key Responsibilities
National Account Development
Identify, target, and cultivate relationships with national accounts in the roofing and restoration industry to drive business growth.
Strategic Partnerships
Collaborate with key stakeholders to develop and implement partnership strategies that align with our company's objectives.
Client Engagement
Serve as the primary point of contact for national accounts, providing exceptional customer service and support.
Financial Solution Customization
Work closely with clients to understand their financial needs and tailor our solutions to meet those needs effectively.
Sales and Revenue Generation
Meet and exceed sales targets and revenue goals, consistently delivering results.
Market Analysis
Conduct market research and analysis to identify emerging trends and opportunities in the roofing and restoration industry.
Contract Negotiation
Negotiate contracts and agreements with national accounts, ensuring mutually beneficial terms.
Cross-Functional Collaboration
Collaborate with internal teams, including product development, marketing, and customer support, to ensure the seamless delivery of solutions and services to clients.
Reporting and Analytics
Maintain accurate records of client interactions, sales activities, and pipeline management. Provide regular reports on account performance.
National Account Executive
DetailKey Responsibilities
Inbound Lead Handling
Respond promptly and professionally to inbound inquiries through various channels, including phone calls, emails, and website forms.
Lead Qualification
Assess the needs and pain points of potential clients to determine their suitability for our services.
Product Knowledge
Develop a deep understanding of our financial solutions and effectively communicate their value proposition to prospects.
Educational Selling
Provide informative and consultative guidance to prospects, helping them understand how our solutions can address their specific challenges.
Appointment Setting
Schedule product demonstrations and initial meetings for the sales team to further engage with qualified leads.
Follow-Up
Maintain ongoing communication with leads to nurture their interest and move them through the sales funnel.
Data Management
Record and maintain accurate lead information and interactions in our CRM system.
Collaboration
Work closely with the sales team to ensure smooth handover of qualified leads and support the overall sales process.
Continuous Learning
Stay up-to-date on industry trends and our product offerings to effectively answer client inquiries.
Inbound SDR
DetailKey Responsibilities
Partner Identification
Identify and target potential partners in the roofing and restoration industry, including software providers, associations, and service providers.
Business Development
Develop and execute a strategic plan to acquire new partners, meeting and exceeding acquisition targets.
Negotiation
Negotiate partnership agreements and terms, ensuring mutually beneficial terms and clear expectations.
Relationship Management
Build and maintain strong relationships with existing partners, understanding their unique needs and fostering collaboration.
Joint Strategy
Collaborate with partners to develop joint go-to-market strategies, marketing campaigns, and business plans.
Revenue Generation
Drive revenue growth through joint initiatives, co-marketing efforts, and lead generation activities.
Alignment
Ensure alignment between our company's objectives and partner goals, fostering a mutually beneficial partnership.
Performance Measurement
Track and report on the success of partner programs and initiatives, optimizing strategies for maximum impact.
Reporting
Provide regular reports to the management team on partner performance and the status of partner relationships.
Partner Account Executive
DetailKey Responsibilities
Lead Generation
Identify and research potential leads in the roofing and restoration sector through various channels, including online research, cold calling, and email outreach.
Outreach
Reach out to leads through outbound calls, emails, and social media to create interest in our financial solutions and set up initial meetings for the sales team.
Qualification
Qualify leads by assessing their needs, pain points, and financial requirements to ensure they are a good fit for our services.
Database Management
Maintain accurate records of lead interactions and track lead progress in the CRM system.
Collaboration
Work closely with the sales team to develop strategies for lead generation and conversion.
Market Research
Stay informed about industry trends and market dynamics to effectively communicate our value proposition to potential clients.
Sales Support
Provide support to the sales team in preparing materials, scheduling meetings, and assisting in the sales process.
Business Development Representative
DetailKey Responsibilities
1. Invoicing
- Present accurate and timely invoices for each of the company's clients' jobs, ensuring compliance with contractual terms and pricing agreements
- Bill our clients’ property owners for upcoming jobs, jobs in process, and completed jobs
- Coordinate with external stakeholders like contractors, property owners, insurance companies, and mortgage companies to resolve any discrepancies or billing issues
- Coordinate with internal stakeholders like account managers, revenue cycle manager, quality assurance, product, accounting, and finance to resolve any discrepancies or billing issues
2. Payment Processing:
- Monitor payment collections and follow up with property owners, insurance companies, and mortgage companies associated with each of our clients’ jobs to ensure timely payment of property invoices and/or repayment of claim funding advances
- Track outstanding invoices and aging receivables, identifying overdue accounts and escalating as necessary
- Work with clients’ property owners or contractors directly to arrange special payment options when necessary
- Collaborate with internal and external stakeholders to reconcile payments and resolve any discrepancies in billing or payments.
3. Communicate with External Stakeholders on Behalf of our Clients:
- Serve as the primary point of contact for the property owners, insurance company, and mortgage company associated with each of our clients’ jobs.
- Provide timely and accurate responses to inquiries related to billing and invoicing, addressing any billing or payment concerns promptly.
- Create a great experience for the property owners, insurance company contacts, and mortgage company contacts associated with each of our clients’ jobs by maintaining high quality of engagement throughout the invoicing and payment process.
4. Mortgage Endorsement Process Oversight and Triage:
- Triages the loss draft claim process for our client’s customers, such as ordering property inspections for repairs.
- Monitors activity to ensure repairs are completed timely and in accordance with loss draft guidelines.
- Monitor that checks are properly cashed by the borrower.
- Stays informed of regulatory changes for investors, insurers, and state agencies.
5. Lockbox management:
- Process all lockbox transactions in a timely and accurate manner.
- Research and resolve lockbox discrepancies.
- Maintain accurate records of all lockbox transactions.
- Prepare and distribute lockbox reports.
- Assist with the development and implementation of new lockbox procedures.
6. Cross-Functional Collaboration:
- Work closely with internal teams, including account management, credit, and revenue cycle management, to ensure the seamless delivery of solutions and services to clients
- Collaborate with the Revenue Cycle Manager to develop strategies to optimize the invoicing and payment process.
SquareDash Account Specialist / Mortgage Endorsement and Loss Draft Specialist
DetailKey Responsibilities
Client Engagement
Serve as the primary point of contact for national accounts, ensuring they receive exceptional service and support.
Consultative Selling
Act as a trusted advisor to clients, offering insights, recommendations, and solutions to optimize their financial operations.
Client Retention
Proactively engage with clients to ensure satisfaction, address concerns, and identify opportunities to expand our services.
Revenue Growth
Develop and execute strategies to meet and exceed revenue targets, consistently delivering results.
Cross-Selling
Identify opportunities to cross-sell additional products and services to existing clients.
Reporting
Provide regular reports on account performance, revenue growth, and client feedback.
Cross-Functional Collaboration
Work closely with internal teams, including sales, product development, marketing, finance, and credit, to ensure the seamless delivery of solutions and services to clients.
National Account Manager
DetailKey Responsibilities
Billing
- Generate and send accurate and timely invoices to customers.
- Review contracts and service agreements to ensure billing aligns with terms and pricing.
- Handle complex billing scenarios, such as prorated charges, discounts, and custom billing arrangements.
- Address customer inquiries and provide explanations regarding their invoices.
- Verify the completeness and accuracy of billing information before sending invoices.
Collections
- Monitor customer accounts to identify overdue payments and follow up promptly.
- Communicate with customers via email and phone to remind them of outstanding balances and encourage timely payment.
- Collaborate with the Sales and Customer Support teams to resolve billing and payment issues.
- Evaluate delinquent accounts and recommend actions, such as payment plans or escalations.
Payment Reconciliation
- Reconcile incoming payments with invoices and update accounting records accordingly.
- Investigate and resolve discrepancies in payment amounts or application.
- Ensure accurate and up-to-date records of payments received.
Reporting
- Generate reports on billing and collections performance.
- Provide regular updates to the Accounting Manager on the status of customer accounts and any potential issues.
- Contribute to financial reporting and forecasting activities.
Process Improvement
- Identify opportunities for process improvement and automation in billing and collections procedures.
- Work closely with the Accounting Manager to implement best practices and streamline workflows.
Compliance
- Ensure compliance with company billing policies and industry regulations.
- Stay up-to-date with changes in billing and collections regulations and practices.
Billing and Collections Specialist
DetailKey Responsibilities
Client Onboarding
Guide new clients through the onboarding process, ensuring all necessary documentation and information are collected accurately.
Product Training
Provide training and support to clients on how to use our financial solutions effectively to meet their business needs.
Issue Resolution
Address any issues or questions that arise during the onboarding process, collaborating with internal teams to ensure timely resolution.
Documentation
Maintain accurate records of client onboarding activities, ensuring all client information is up-to-date in our systems.
Client Communication
Keep clients informed about the onboarding progress and provide clear instructions on next steps.
Feedback Collection
Gather feedback from clients about their onboarding experience and communicate insights to internal teams for process improvement.
Collaboration
Work closely with sales, client support, and product development teams to ensure a seamless onboarding process.
Client Satisfaction
Monitor client satisfaction and proactively engage with clients to ensure their success.