Field Account Executive

Legacy Restoration is the leader in residential home exterior renovation, offering a complete line of roofing, siding, windows, gutters and installation services. Our purpose, built on the foundation of our core values, is to improve the quality of life for our employees and customers through the pursuit of excellence. We offer career advancement, growth and leadership development opportunities. We are active members of the communities we serve through actively giving back and participating in volunteer activities.  

There are two primary roles for the Account Executive (AE): (1) direct sales and (2) customer service. The AE is responsible for managing the entire customer experience from start to finish. This includes generating new business, meeting with insurance adjusters, submitting job documentation, and coordinating with internal teams such as the Project Coordinator, Supplement, and Production departments.

AEs are expected to upload signed contracts, photos, measurements, and all relevant notes into the CRM system immediately after appointments to ensure accuracy and support internal workflow. They serve as the main point of contact for the customer, providing regular updates, explaining insurance paperwork, coordinating selections and upgrades, and collecting payments. The AE is accountable for delivering a seamless, high-quality experience that meets Legacy’s service standards.

• You excel at building strong customer relationships and being their main point of contact.
• You’re highly organized and can manage multiple jobs and deadlines with attention to detail.
• You communicate clearly and professionally, especially when guiding customers through paperwork and insurance processes.
• You take ownership of your work and follow through on commitments.
• You thrive in a fast-paced, field-based role and enjoy collaborating with internal teams.

• Generate new business through door-to-door outreach, inspections, and other sales efforts (monthly sales quota must be met to maintain employment).
• Serve as the main point of contact for customers, providing consistent follow-up and high-quality service throughout the project.
• Meet with insurance adjusters, document the scope of work, and upload all required files, photos, and notes promptly into company systems.
• Collaborate with internal teams (Project Coordinators, Production, Supplements) to ensure projects move forward smoothly.
• Work flexible hours, including evenings and Saturdays, to meet customer needs and project timelines.
• Represent Legacy Restoration by wearing company-branded apparel and having company-branded vehicle decals installed on the windows of their personal vehicles.
• Be able to climb ladders, walk roofs, and work in various weather conditions as needed.
• Attend all required company and sales team meetings and trainings.
• Uphold Legacy Core Values in all interactions with customers and teammates.

• We offer career advancement and growth opportunities 
• Legacy was recently awarded the Ethics Torch Award by BBB
• 10 days paid time off and 8 Paid Holidays
• Health, Dental, and Vision Insurance
• 401K plan with company match
• Vehicle Allowance
• Paid Paternity Leave Benefit 
• Team building and community volunteering activities throughout the year.

We take great pride in delivering a 5 Star customer experience, quality workmanship for our customers and upholding an outstanding work environment for our employees.    

The atmosphere at Legacy nurtures a culture of excellence, accountability, professionalism and continued growth and improvement. Giving back to the communities we serve is a vital component of our core values; we frequently volunteer as a group and enjoy team building activities that focus on personal development and bettering the lives of employees, customers and our communities.