Roofr

Accounting Manager

• Support monthly close activities, including:
• Assist with:
• Support revenue and billing processes, including:
• Maintain schedules for key balance sheet accounts
• Support audit and compliance requests by preparing documentation and support schedules
• Help improve documentation of accounting processes and controls
• Participate in process improvement initiatives as the team scales

Junior Accounting Analyst

Financial Planning and Analysis

• Own the company’s:
• Annual Operating Plan
• Quarterly forecast process
• Long-range planning model
• Lead monthly business reviews and executive reporting, including:
• KPI and operating dashboards
• Budget vs. Actuals
• A variance and root-cause analysis
• Partner with functional leaders (Product, Sales, Marketing, Customer, G&A) to:
• Build and maintain budget ownership
• Translate strategy into operating plans
• Support headcount and investment decisions
• Build and maintain SaaS operating metrics, including (as applicable):
• Revenue
• Pipeline analytics
• Churn and retention
• CAC, LTV, and payback
• Gross margin and cost drivers
• Own headcount planning and personnel cost forecasting
• Support Board and investor materials in partnership with the CFO
• Improve financial systems, models, and planning tools
• Establish and scale FP&A processes and standards as the company grows
• Mentor and develop FP&A team member(s)

Director, Financial Planning – Analysis

Outside Sales

• Manage and coach a team of Field Sales Reps covering assigned partner territories.
• Conduct regular 1:1s, call reviews, pipeline reviews, forecasting meetings and performance check-ins to improve execution and consistency.
• Develop scalable playbooks, talk tracks, and enablement materials to support team performance.
• Support hiring, onboarding, and training of new PERs.
• Oversee execution of the enablement process — from new partner branch outreach to goal alignment sessions with their sales teams.
• Monitor pipeline health, ensuring consistent activity and progression through key enablement stages.
• Identify and support expansion opportunities within the partnership’s network.
• Coordinate in-person enablement activities such as partner visits, ride-alongs, and regional events (e.g., lunch & learns, trade shows).
• Ensure field efforts align with performance goals around lead generation, partner engagement, and activation.
• Track and report on KPIs such as new partner activations, goal alignment sessions, and leads generated.
• Collaborate with Revenue Operations and the Partnerships Director to forecast performance and optimize coverage.
• Use data insights to identify high-impact activities and continuously improve the team’s playbook.
• Work closely with Sales, Marketing, and Customer Success to ensure smooth lead handoffs and consistent messaging.
• Partner with the Partner Marketing Manager to plan and execute co-branded campaigns and field events.
• Serve as the internal liaison for the partner’s regional and national teams to ensure strong collaboration.

Manager, Field Sales

Content Marketing Manager

• Run our Roofr of the Month program: Work with sales, support, and industry experts to identify top-level Roofr customers to feature as in our ROTM program. You’ll be responsible for cold calling customers, finding the best fit for our monthly features, organizing interviews, collecting information, creating landing pages, and more.
• Customer Engagement: Get to know our customers, and build those relationships through the ROTM program, podcast interviews, social media engagement, Reddit posting, and attending events.
• Podcast Management: Coordinate interviews between our host, Pete McKendrick, and industry guests, edit and publish the podcast on a monthly basis at a minimum.Strategic planning: Connect project and campaign strategies to company goals, tracking performance and reporting on the outcomes. Adapt and learn from what worked and what didn’t to improve campaign performance.
• Content Creation: Create, write, edit, proofread, and execute a variety of content including customer stories and quotes, testimonials, long form content, quote libraries, slide decks, presentations, blogs, social media briefs, infographics, website content, flyers, postcards, podcasts, email, and more.
• Project Management: Work with stakeholders both internally and externally to run your own programs, create content including writing briefs, communicating project needs, providing feedback, creating tasks, managing deadlines, and owning results.
• Content Management: Create strategic content plans that align with company goals, industry trends, product releases, and seasonality.
• Metric Tracking & Recommendations: Track all owned metrics on a weekly basis to discover, recommend, and implement areas of improvement and new opportunities, and to identify channel trends.
• Research & Development: Stay up to date on the latest trends to ensure that content is relevant and engaging to our audience.
• Partnerships & Contractors: Communicate with industry professionals and influencers via social media or email to create and build a strong network, create contracts to develop content, and manage contractors hired to complete any overwork initiatives (web development, blogs, content creation, etc).
• Video Editing: Basic video editing on iMovie, Premiere Pro, and/or Descript to edit podcasts, webinars, help videos, etc.

Sales Development Rep

• Learn about Roofr, our industry and competitors, and our value proposition
• Execute on a high number of daily activities (Calls, emails, social selling, etc.)
• Connect with and qualify inbound leads
• Build and establish rapport with multiple levels of buyers
• Understand the prospects needs and effectively communicate how Roofr will help
• Partner with Account Executives and collaborate on how to hand off qualified sales opportunities
• Document various details including use cases, purchase timeframes, and next steps
• Meet monthly, quarterly and annual quotas
• Manage customer expectations and contribute to a high level of customer satisfaction
• Provide detailed and accurate pipeline forecasting and maintain data hygiene
• As part of a startup team, help define and improve sales processes, strategies, tactics, and help our customers navigate our tools with ease

Sales Development Representative, Spanish Speaking

Full-stack Engineer

• Work across multiple product domains simultaneously
• Operate in a Kanban environment with rapid iteration
• Build features that span the entire customer lifecycle
• Develop and iterate on AI-driven workflows
• Work in a self-directed environment with ownership of product decisions
• Rapidly set up A/B tests and feature variations
• Build performant React components and work with Laravel backend
• Know when to optimize for speed vs. complexity
• Join a small, passionate team to influence product direction and company growth trajectory

Senior Full Stack Engineer – Growth, Contract

Sales

• Build, lead, and scale Roor’s direct sales team.
• Develop the long-term strategy aligned with Roofr’s expansion revenue motion, upsell, retention, and customer engagement goals.
• Design, implement, and operationalize a layer-cake model and customer segmentation framework to optimize touchpoints across customer tiers and drive consistent expansion outcomes.
• Partner closely with CX, Partnerships, Product, RevOps, and Marketing to ensure seamless customer handoffs and a unified customer journey.
• Drive our customer-facing culture across teams, ensuring leadership stays close to the frontline and directly engaged in key deals and customer conversations.
• Own net revenue retention (NRR), expansion ARR, and account growth KPIs across the existing customer base.
• Drive high-impact expansion and upsell programs that deliver meaningful revenue growth—especially through a repeatable, high-volume sales motion.
• Build forecasting models, renewal processes, and account planning frameworks in partnership with RevOps.
• Establish rigorous and repeatable account review cadences and strategic QBR frameworks to drive outcomes and accountability.
• Partner with Sales leadership and RevOps to define team quotas and ensure teams are consistently executing against hard revenue targets.
• Recruit, hire, and develop high-performing sales people.
• Create scalable processes, playbooks, enablement materials, and performance metrics aligned to expansion revenue goals.
• Coach teams on strategic account planning, value realization, and commercial negotiation, with a consistent focus on converting customer engagement into upsell/cross-sell outcomes.
• Partner with RevOps to refine compensation plans, territory alignment, and customer segmentation.
• Implement tooling, dashboards, and workflows to increase efficiency and predictability across the expansion motion.
• Identify gaps in the customer lifecycle and proactively design solutions to improve adoption, retention, and expansion conversion.

Director of Expansion Sales

Account Executive

• Own existing branch relationships and enable their sales reps for new opportunities in your allocated territory
• Be responsible for driving partner growth through partner engagement and enablement programs
• Become the main point of contact for partners for all subjects related to Roofr and our products that are assigned to you
• Provide effective Roofr product training and onboarding support for our new partners
• Plan, forecast, and meet monthly and quarterly departmental objectives and quotas
• Own engagement responsibilities by organizing and hosting timely and localized community events and meetings
• Provide Roofr product updates through in-person, or virtual, trainings, presentations, and meetings
• Travel to partner sites/locations regularly (estimated 1-2 weeks per month)
• Become a master of Roofr’s PRM & CRM for partner-related updates
• Work cross-functionally with Roofr’s sales, success, revops, and support leaders to define priorities and resolve any issues between Roofr and the partner

Field Sales Representative

Implementation Specialist

• Own and manage multiple concurrent customer onboardings in a high-volume environment, balancing 1:1 training with scalable, group-based enablement
• Guide customers through their onboarding journey, ensuring they understand how to use Roofr effectively and see value quickly
• Deliver high-quality customer interactions that drive product adoption and confidence across Roofr’s platform
• Execute engaging Roofr training sessions through live online demonstrations, workshops, and group education sessions
• Partner cross-functionally with Product, Account Management, and other Revenue teams to ensure a seamless and consistent customer experience
• Track and manage key onboarding metrics tied to product adoption, retention, churn reduction, and customer advocacy
• Contribute to the design, documentation, and continuous improvement of a scalable onboarding journey that supports growth
• Identify opportunities to introduce and position additional Roofr products that help customers succeed and expand their usage over time
• Act as a trusted onboarding partner, helping customers prioritize, make informed decisions, and build sustainable workflows in Roofr

Implementation Specialist, Spanish Speaking

Revenue Operations

• Build and maintain accurate revenue forecasts, scenario analyses, and long-term financial models to inform strategic planning.
• Analyze end-to-end funnel performance, including conversion rates, deal velocity and pipeline health, to identify growth opportunities and operational improvements.
• Evaluate pricing strategy, packaging, and monetization levers in partnership with Finance and Product to maximize revenue, retention and customer lifetime value.
• Support sales capacity modelling, quota setting, and incentive analysis to ensure alignment between revenue targets and resourcing.
• Develop data-driven insights to prioritize leads, accounts, and segments with the highest expected revenue impact.
• Design and maintain attribution frameworks to measure the effectiveness of marketing and demand generation efforts across the funnel.
• Conduct cross-functional revenue performance analyses across Sales, Marketing, and Customer Success to surface risks, inefficiencies, and optimization opportunities.
• Serve as a strategic thought partner to RevOps, Finance, and GTM leadership, by delivering insights and recommendations that drive revenue strategy and operational excellence.

Senior Revenue Strategy Analyst

Backend Engineer

• Help drive backend architecture to the next stage of Roofr’s systems
• Work in a fast-paced cross-functional team that values doing things ‘the right way’
• Contribute in an early-stage company with engineering first culture
• Contributing to all aspects of the Software Development Lifecycle, from planning to delivery
• Collaborating with the cross-functional team members to develop technical requirements
• Writing clean code to develop functional web applications and reusable libraries
• Writing unit, functional, and acceptance tests
• Troubleshooting and supporting production applications