Job Summary
· The Account Manager serves as the primary point of contact for a portfolio of landscape maintenance clients, building long-term relationships that promote client satisfaction, retention, and ancillary sales. This role is responsible for overseeing field operations.
Duties and Responsibilities:
· Identify and pursue opportunities to sell ancillary (enhancement) services to existing clients within the portfolio
· Develop accurate estimates and takeoffs for both new and existing clients as needed
· Deliver timely bid proposals and designs for enhancement projects.
· Generate referrals from existing client base and communicate leads to Business Developer
· Build and maintain strong long-term relations with clients, focusing on all pertinent points of contact
· Conduct regular site walkthroughs with clients to ensure quality and service expectations are met
· Lead and facilitate the resolution of client concerns or issues (land and/or snow)
· Ensure timely account renewals within the assigned client portfolio
· Proactively assess and address site enhancement needs during visits
· Collaborate with the Operations Manager to ensure service delivery meets or exceeds expectations (land and/or snow)
· Schedule regular site visits with the Operations Manager for quality reviews and to ensure client expectations are met (land and/or snow)
· Support hiring, training, and coaching of field crews for the assigned portfolio
· Promote and enforce safety policies and procedures
· Ensure branch financial goals are met by maintaining acceptable gross margins for both base contract work and ancillary (enhancement) services
· Assist the Branch Manager in overall leadership of the branch to include participation in all relevant meetings
· Maintain proper account documentation and notes in the CRM system
· Monitor and maintain satisfactory accounts receivable levels (land and/or snow)
· Coordinate with the Branch Administrator to keep client records and contact information current
· Perform additional duties as assigned by the Branch Manager
Education and Experience:
· Associate’s or Bachelor’s degree in a business-related field, or equivalent experience in a customer-focused service industry
· inimum 3 years of experience in customer service, management, and leadership, preferably in the landscaping industry or local marketplace.
· Strong written and verbal communication skills.
· Demonstrated leadership and coaching abilities
· Ability to foster collaboration and teamwork
Physical Demands/Requirements:
· Operation of a computer and other office equipment/system, such as a laptop, cell phone, and sales and operational programs/tools
· Position is a combination of mobile and sedentary work; must be able to remain in a stationary position for long periods of time
· Customarily and regularly spends more than half of the time working away from ClientView’s places of business, walking job sites, selling and obtaining orders or contracts for ClientView’s services
· Ability to travel by car, train, and plane
· Position needs to be able to traverse uneven grounds and walk on job sites with clients and the branch team for periods of time up to 4 hours
· Ability to maintain, in your possession at all times, required medications to address any known allergic reactions should they occur
Work Environment:
· Works both indoors and outdoors; attends branch stretch and flex 3-4 days per week
· Field-based position, a combination of office and customer-facing
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