Account Manager
Indexed description
DUTIES & RESPONSIBILITIES:
- Work with Business Development to transition and onboard new customers to your area
- Serve as the primary point of contact for existing and newly assigned customer accounts
- Responsible for all assigned snow and/or landscape customer renewals, which are to be managed through the renewal process within the Company’s CRM (Salesforce)
- Identify solutions to expand services with landscape and snow removal customers
- Identify property enhancement projects based on customer’s property needs/priorities
- Partner with General Manager/Enhancement Manager on enhancement job costing to ensure alignment and ability to achieve job productivity levels and margin goals (as needed)
- Prepare and present detailed enhancement proposals to assigned customers to ensure enhancement sales goals are met on a quarterly basis
- Record all enhancement proposals within the company’s CRM (Salesforce) daily to ensure an active and up-to-date enhancement pipeline
- Provide weekly reporting on CRM pipeline versus enhancement sales goals to illustrate progress and current enhancement project execution/success levels
- Prioritize all enhancement projects for each customer’s property to focus on the greatest need for the highest impact
- Coordinate and manage customer approved landscaping enhancement projects from initiation to completion, ensuring timelines, budgets, and customer specifications are met
- Work with Production Manager to schedule crews and allocate resources efficiently
- Conduct regular site visits to monitor the progress and quality of ongoing projects and weekly maintenance
- Monitor project budgets and track expenses to ensure profitability
- Approve invoices and ensure timely billing for services rendered
- Clearly communicate with senior management on account status, project progress, and financial performance
- Assist customers with their year-round budget planning (as needed)
- Work closely with internal teams; maintenance crews, enhancement crews and irrigation department to ensure that customer needs are met
- Ensure all services related to landscape and snow removal meet or exceed industry standards and customers’ expectations
- Conduct regular quality control checks and resolve any issues promptly
- Address and resolve customer concerns or issues related to landscape and snow removal operations in a timely and professional manner
- Build and maintain strong, long-term customer relationships through regular communication and personalized service, ensuring continued customer retention
- Plan, coordinate, and execute customer entertainment events/activities to help facilitate enhancement sales goals and meet annual company sales/profitability objectives
- Utilize all CRM tools
- Learn, understand and adhere to the existing enhancement sales process
- Learn all facets of the aggregate business to ensure an understanding of all roles and functions within the company
- Sell enhancement work that is both executable and profitable
- Ensure adherence to safety standards and environmental regulations
- Adherence to Company administrative policies, procedures and business ethic codes
- All other duties as assigned
- High school diploma or G.E.D. equivalent required. Advanced degree preferred
- Strong knowledge of landscaping services, including design, maintenance, irrigation, and horticulture
- Proven track record of managing customer accounts and successful project delivery
- Excellent communication, time management, and organizational skills
- Superior interpersonal skills with the ability to build rapport with customers and teams
- Proficient in project management and budgeting
- Ability to multi-task and work with pressures of deadlines
- Strong problem-solving skills and attention to detail
- Familiarity with landscaping software (e.g., Aspire, Salesforce, Netsuite or similar tools)
- Proficient in Microsoft Office (i.e. Word, Excel, PowerPoint, Outlook)
- Ability to work with General Manager, Operations Team, and Senior Leadership
- Goal oriented, strong collaborative mindset
- Strong value system (i.e. integrity, honesty)
- Bilingual in Spanish a plus
- Valid Driver’s License required
- Ability to perform site visits, walk on uneven terrain and inspect landscaping projects
- Ability to lift and carry up to 50 pounds
- Competitive salary based on experience
- Medical and dental insurance benefits
- Company-sponsored Group Term Life & Short-Term Disability insurance
- 401k retirement plan with company match
- Paid vacation and holidays
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