Client Service Specialist-Commercial Landscape

Summary: BellaVista Landscape Services Inc. is a company focused on client relationships within the landscape services sector. The Client Service Specialist is responsible for managing client meetings, developing client deliverables, and ensuring effective communication between clients and the internal team. 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 - Support of development and execution of educational programming - 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 Required Qualifications: - Full-time, non-exempt position - 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 - Has a positive attitude - Takes initiative to improve performance - Provides creative solutions - Has proactive approach to their job, stays organized - Team player Required Skills: Meeting scheduling, Calendar coordination, Meeting agenda preparation, Note taking, Client deliverable development, QuickBooks, Work order management, Accounts receivable management, Marketing event coordination, Social media support, Vendor management, Proactiveness