Position Summary

The Client Service Specialist is responsible for supporting client relationships and facilitating internal team collaboration efforts.

Structure

Full-time, non-exempt position

Reporting Location : 240 San Jose Avenue, San Jose, CA 95125

Reporting Schedule : 6 : 30am 3 : 00pm

Salary Range : $33.65 / hr to $43.50 / hr

Functional Roles and Responsibilities

End-to-End Client Meeting Management

• Meeting scheduling and confirmation, calendar coordination with internal and external entities
• Meeting agenda & packet preparation agenda, supporting documents
• Take comprehensive notes and photos during meeting
• Post-meeting follow-up packet update and distribution
• Delegate and communicate follow-up action items internally and with external vendors
• Close the loop on all pending items

Client Deliverable Development

• Landscape maintenance proposals
• Presentation decks
• Simple QuickBooks proposals
• Property service / operations maps
• Newsletters

Work Order & Job Management

• Manage work order email address, tracking sheet and all work order communication with clients and internal team
• Ensure all work orders are complete, communicate with customer
• Plant and material ordering for small enhancements and installations
• Accounts receivable management

Marketing & Client Relations

• Industry membership management
• Coordination and registration of industry events
• Development and execution of client relations events
• Social media support
• Giveaway inventory management in San Jose office

Office Administration

• Ordering, management and organization of supplies for San Jose office
• Lead facilities management for San Jose office vendor management, etc.

Success Behaviors

• Has a positive attitude
• Takes initiative to improve performance
• Provides creative solutions
• Has proactive approach to their job, stays organized
• Team player

Physical Requirements

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. While performing the duties of the job, the employee is required to :

• Regularly sit, type, and use the computer and mouse for prolonged periods
• Occasionally lift and / or move up to fifty (50) pounds
• Regularly operate a vehicle to travel to and from work locations
• Maintain a valid driver’s license

Metrics for Success

• Proper scheduling and completion of the scope of work while satisfying the customer expectations
• Client Retention
• Enhancement sales generation
• Provides exemplary customer service through superior communication
• Fosters teamwork with all operations and administrative staff members

Last updated : 2024-04-23