The duties of the Account Rep. are many, as the position is that of the communication channel between the owner of the property and the crews performing the landscaping service on site, and between all parties involved in production, logistics, and customer service.

This position is integral to every function of our business.

What Heritage needs from our Account Service Representatives:

Follow daily, weekly, monthly client visit schedule that ensures regular face to face contact with all clients

Support branch leaders (Senior/Branch Manager, Irrigation Managers, Business Development Manager, etc.) in meeting departmental and company wide goals

Oversee and direct the completion of client contract obligations performed by the maintenance crews assigned to each property

Create and assemble compelling enhancement sales proposals

Pursue individual sales goals as created by/with supervisor(s)

Follow estimating/sales processes to ensure proposal information is 100% accurate and relevant to client requests and property needs

Anticipate landscaping needs of properties within their portfolio to communicate knowledgeable information to the client regarding potential issues, seasonal changes, and other relevant information that could impact the landscaping of their properties

Review estimates/proposals with Senior Branch and/or Branch Manager prior to presentation/submission

Work in conjunction with relevant departments to discuss all areas serviced on each property (i.e. irrigation system, enhancement projects, herbicide needs, billing and administrative issues, etc.)

Keep accurate and consistent log of customer interactions to ensure communication is consistent, accurate, and meets the needs of the client

Perform regular site visits in conjunction with customer visits to check in periodically on the state of the property

Convey needs and requests of clients to crews working on site, staff in the office, and management

Convey specific areas that need improvement to crews before client has to request that we do so

Identify enhancement opportunities proactively and create compelling arguments as to why proposed projects would enhance the clients asset

Take responsibility for the actions of c