Client Service Specialist

4 days ago

Sacramento, California, United States BellaVista Landscape Services Inc. Full time

Job Summary

BellaVista Landscape Services Inc. is seeking a highly skilled Client Service Specialist to join our team. As a key member of our operations team, you will be responsible for supporting client relationships and facilitating internal team collaboration efforts.

Key Responsibilities

  • Work Order Management: Respond to all work orders for all Sacramento accounts within 24 hours, input work orders into proper management channel first thing in the morning, and create comprehensive proposals for work orders with location, photos, and necessary details.
  • Proposal Writing: Write proposals for all simple irrigation, planting, and general enhancement requests from both clients and internal teams, using proper proposal writing protocols and exhibiting a thorough understanding of the request.
  • Communication: Use professional language and proper grammar, spelling, and sentence structure in all emails to the internal team and external clients, and include a cc to manager [Anna Muriello] in all client emails.
  • End-to-End Client Meeting Management: Meeting scheduling and confirmation, calendar coordination with internal and external entities, meeting agenda and packet preparation, and post-meeting follow-up.
  • Client Deliverable Development: Landscape management proposals, presentation decks, simple QuickBooks proposals, property service/operations maps, digitizing irrigation maps, newsletters, maintenance and irrigation schedules, construction project request packages, and plant palettes.
  • Marketing & Client Relations: Industry membership management, coordination and registration of industry events, support of development and execution of educational programming, development and execution of client relations events, social media contribution, and giveaway inventory management in Sacramento office.
  • Punch List Development: Complete a physical walking inspection of each property serviced at least two times per month, email clients indicating walk date and general time frame, complete punch list in app for each property walked, and save punch list in Shared Client Folder.
  • Office Administration: Ordering, management, and organization of supplies for Sacramento office, assist in facilities management for Sacramento office, plant/material ordering, procurement, and organization.

Requirements

  • Takes initiative to improve performance, takes accountability for every level of their role, practices resourcefulness daily, offers creative solutions, proactive time management, developed personal organization practices, has a positive attitude, and is a collaborative team player.
  • The physical demands described here must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Metrics for Success

  • Attendance of weekly preparation meeting, take thorough notes that illustrate expectations and priorities for the week, send email summary of discussed action items.
  • Timely and accurate completion of assigned tasks free of errors and omissions.
  • Complete, thorough, and clear communication with internal team members and external parties, always include manager [Anna Muriello].
  • Completion of weekly update summary sent to manager [Anna Muriello] by Friday at 3:00 pm.
  • Attendance of all required team and client meetings, diligent note-taking and information gathering during meetings, development of summary of discussed follow-up and action items to be sent to all attendees.
  • Consistent learning of industry practices exhibited through identifying plants, irrigation issues, and need-to-have enhancements onsite.

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