Account Manager

Ideal candidate is proactive and takes a diplomatic approach when handling client requests, especially during peak seasons or scheduling challenges.

Responsibilities:

• Lead efforts to develop customized solutions that address client needs, coordinating the involvement of necessary company personnel.
• Build and maintain productive relationships with key personnel within client accounts.
• Manage and meet assigned targets for account renewals and strategic goals for assigned clients.
• Support business development efforts by facilitating client communications and managing the proposal process.
• Lead the client onboarding process, including setting up clients in the CRM, introducing them to the team, and managing workflow..
• Ensure that client service agreements are met by collaborating with internal teams and continuously assessing client needs.
• Proactively assess, clarify, and address client needs both in person and remotely.
• Effectively manage client requests during peak seasons, escalating issues when necessary.
• Assist in the creation and maintenance of client-requested service lists.
• Ensure accurate and organized records within the client database and CRM software.
• Assist in managing accounts receivable for clients with balances over 60 days.
• Perform other tasks as needed to support the team.
• Proficient in Microsoft Teams, Microsoft 365, Field Central, and QuickBooks.
• Knowledge or willingness to learn about the Green Industry.
• Familiarity with Homeowners Associations, including their structure and processes, as well as the role of management companies.
• Passionate about the efficient use of natural resources.
• Strong diplomatic skills, particularly in client care and resolving internal challenges.
• Exceptional verbal and written communication skills.
• Positive, professional attitude with a focus on customer service.
• Ability to work independently while remaining highly productive.
• Advanced proficiency with workplace software, including Microsoft Office products.