SERVPRO

Sales

• Own relationship-building efforts across Northern Monmouth County with insurance agents, adjusters, property managers, realtors, plumbers, and commercial partners
• Represent SERVPRO of Aberdeen/Holmdel at networking events, trade shows, chamber meetings, sponsorships, and community activations
• Help coordinate and execute events, promotions, CE classes, and local brand campaigns
• Build referral pipelines through cold outreach, in-person drop-ins, follow-up meetings, and strategic account touches
• Deliver confident presentations to insurance and property professionals on our restoration capabilities
• Maintain strong CRM discipline in Salesforce, including call logs, next steps, and pipeline tracking
• Work closely with operations and leadership to ensure excellent customer experience and follow-through
• Help increase brand visibility through social media support, local partnerships, and boots-on-the-ground marketing

Sales & Marketing Representative

Customer Support

• Oversee and manage the customer journey from initial loss through project completion and collections
• Ensure consistent communication, strong relationships with customers and adjusters
• Drive revenue, profitability, and timely payment on all assigned projects
• Contact customers and adjusters within specified timeframes
• Maintain accurate documentation and ensure compliance
• Promote and secure additional services and assist in closing estimates
• Invoice projects and manage accounts receivable

Customer Experience Manager

Account Executive

• Build relationships with commercial property managers, facility leaders, insurance professionals, and other key partners
• Develop Emergency Ready Plans for commercial facilities so businesses are prepared before a loss occurs
• Identify and pursue new commercial prospects through networking, industry associations, and one to one outreach
• Represent SERVPRO Team George at industry events, continuing education programs, and professional networking opportunities
• Monitor local loss activity and respond quickly when opportunities arise
• Work closely with operations teams to scope services, communicate solutions, and support project estimates
• Maintain strong client relationships throughout projects and ensure an exceptional customer experience
• Identify and develop Centers of Influence that generate long term referral opportunities
• Participate in local and regional storm response efforts when severe weather impacts the community

Business Development Rep

• Build relationships with commercial property managers, facility leaders, insurance professionals, and other key partners
• Develop Emergency Ready Plans for commercial facilities so businesses are prepared before a loss occurs
• Identify and pursue new commercial prospects through networking, industry associations, and one to one outreach
• Represent SERVPRO Team George at industry events, continuing education programs, and networking opportunities
• Monitor local loss activity and respond when opportunities arise
• Work with operations teams to scope services, communicate solutions, and support project estimates
• Maintain strong client relationships throughout projects and ensure an excellent customer experience
• Identify and develop Centers of Influence that generate long term referral opportunities
• Participate in local and regional storm response efforts when severe weather impacts the community

Business Development Representative

• Proactively generate new business through outreach to commercial clients and insurance brokers
• Develop and maintain Emergency Service Agreements and long-term partnerships
• Represent SERVPRO with professionalism, empathy, and confidence in all client interactions
• Collaborate with operations and marketing teams to align sales strategy with service delivery
• Track activity and progress in CRM systems to ensure sales goals are met or exceeded

Business Development Manager

Accounts Receivable

• Assign new invoices, collect payments, and monitor accounts receivable
• Gather and organize all necessary billing information, documentation, and supporting materials
• Make outbound calls to adjusters, customers, and vendors to follow up on payments
• Respond to emails from clients and internal teams; investigate and resolve billing disputes
• Monitor aging reports, identify potential issues early, and collaborate with the Collections Supervisor
• Ensure all activities adhere to company policies, industry regulations, and best practices

Accounts Receivable Specialist

Customer Success Manager

• Augmenting the implementation process by providing technical support and customer training.
• Assisting customers with Microsoft Entra ID Sync, SSO setup, and other technical tasks.
• Creating and maintaining training video, document, and course materials to support the Pinnacle Series platform.
• Owning and taking responsibility for product testing in cooperation with our product development team.
• Troubleshooting and logging customer support requests.
• Prioritizing and escalating issues when needed.
• Ability to recognize customer concerns and concisely communicate the next steps to validate their concerns.
• Providing technical support and training for our Partners.
• Being a Pinnacle Series SME.

Customer Success Technical Specialist

Consultant

• The Franchise Business Consultant (FBC) provides consultation services and support to assigned franchisees in the Five Critical Outcome areas of customer service, revenue growth, profitability, management growth, and staff development.
• Franchise Business Consultants actively seek to establish, train, advise, and develop franchisees in accordance with SERVPRO's policies, bulletins, manuals, and standards.
• Prepare and complete one-on-one visitation in franchise offices, complete virtual training sessions, hold area meetings within the sub-region, and complete conference calls regularly to provide training in the area of the Five Critical Outcomes.
• Support all efforts to simplify and enhance the franchise/customer experience, monitor franchise performance through KPMs and coach for improvement.
• Provide advice and targeted training on a continual basis to maintain SERVPROs continued track record of competitive performance.
• Assist franchises with reviewing financial Key Performance Metrics regularly to enable franchise growth.
• Provide assistance and consultation regarding improving owners skill sets in coaching, mentoring, accountability, management, and management development.
• Ensure each franchise utilizes the available resources to properly train their staff to assist with customer service, revenue growth, and profitability.

Franchise Business Consultant

• The Franchise Business Consultant (FBC) provides consultation services and support to assigned franchisees in the Five Critical Outcome areas of customer service, revenue growth, profitability, management growth, and staff development.
• Franchise Business Consultants actively seek to establish, train, advise, and develop franchisees in accordance with SERVPRO's policies, bulletins, manuals, and standards.
• The Franchise Business Consultant creates positive working relationships which develop and promote high franchisee morale and business performance within the assigned sub region.
• You will Prepare and complete one-on-one visitation in franchise offices, complete virtual training sessions, hold area meetings within the sub-region, and complete conference calls regularly to provide training in the area of the Five Critical Outcomes.
• These coaching and development sessions will be documented using Salesforce and measured with franchise Key Performance Metrics (KPM)
• Customer Service: As an industry leader in customer service, FBCs must actively and consistently support all efforts to simplify and enhance the franchise/customer experience, monitor franchise performance through KPMs and coach for improvement.
• Revenue Growth: Successfully access franchise operations to provide advice and targeted training on a continual basis to maintain SERVPROs continued track record of competitive performance.
• Actively engage franchises in annual strategic planning efforts and regular goal-setting practices to assist with a successful growth strategy including marketing development and service line growth.
• Profitability: Assist franchises with reviewing financial Key Performance Metrics regularly to enable franchise growth. This will include break-even, financial trend and cashflow analysis to provide guidance for franchise owners to achieve and maintain profit target expectations.
• Utilize financial data to analyze key metrics while planning immediate and long-term goals.
• Management Development: Provide assistance and consultation regarding improving owners skill sets in coaching, mentoring, accountability, management, and management development.
• Staff Development: Provide and ensure each franchise utilizes the available resources to properly train their staff to assist with customer service, revenue growth, and profitability.
• Assist each assigned owner by monitoring their employees developmental processes as needed.
• Keep Regional Director of Operations informed and provide weekly production updates.
• Document franchise consultation activities within Salesforce.
• Remain current on new technology as it relates to cleaning and restoration best practices.
• Conduct regular meetings to provide system updates, instructional training, and gather feedback with large groups of franchise owners.
• Assist with onboarding and development of franchise owners, inclusive of resales, new sales, and/or territory expansions.
• Adapt to franchise needs, based on assessment, and provide prescriptive training and resources to help and guide each franchise operation with customized training. This may be project-based or recurring.
• Answer general business operation and development questions.
• Control and manage individual expense reports in accordance with company travel policy.
• Maximize revenues and document the individual plan to improve each franchise.
• Help franchise owners by engaging in inter-office collaboration and mentorship.
• Utilize effective time management and operate with integrity to promote, advocate, educate and train in regard to the SERVPRO Brand.
• Engage in completing company initiatives and assigned tasks in a timely and efficient manner.
• Provide headquarters with franchise feedback and support other SERVPRO divisions as needed.