CLient Relations Associate - Level 1

Job Description

Job Description

Join Crestview Landscape as an Client Relations Associate - Level 1 and grow your career with a company that values stability, development, and team culture. You’ll benefit from steady income, a clear advancement path with annual salary increases, and performance-based bonuses. We invest in your future through tuition reimbursement (with a commitment period), while fostering a positive workplace with snacks, beverages, and engaging monthly team activities. Work alongside a supportive team serving high-end residential clients, where your contributions are recognized and your professional growth is encouraged every step of the way.

Application Requirement: Video Introduction
Candidates are required to submit a 30–60 second video introducing themselves and expressing their interest in the position. Please include a brief example of how you have used technology to solve a problem or how you prioritize and manage high-priority tasks. Upload your video to a cloud platform (e.g., Google Drive, Dropbox, or OneDrive) and provide a live, shareable link in your application submission. You may include the link within your application or email it to careers

SUMMARY OF POSITION:

The Client Relations Associate is responsible for assisting with the customer service, efficiency, and productivity of the Maintenance team to which they are assigned. This includes supporting Account Managers, Superintendent, and Field staff with daily operations, scheduling, proposal generation, and coordinating specialty contractor work. The goal is to handle all office and administrative operations to allow field leadership to focus 90% of their time with clients and field team members.

RESPONSIBILITES:

· Serve as the main point of contact for the team’s clients to drive faster response times.

· Provide support with client proposals and quotes for up-sells and base accounts.

· Execute monthly property tracking for Tiered maintenance clients to identify irrigation and lighting up-sell opportunities.

· Ensure 100% data accuracy for client and property updates via Sage 100 contractor 2025, Salesforce, Procore, and QuickBooks Online.

· Coordinate with accounting and procurement to process payment requests for vendors and sub-contractors.

· Track all pending up-sells, enhancements, and proposals for collection purposes.

· Run weekly job costing and labor hour reports to ensure projects remain on budget.

· Verify and confirm daily paperwork, including Quality Control checklists and Work Orders.

· Perform monthly ride-alongs and frequent local property visits to build strong relationships with clients and property owners.

· Work with HR and Safety teams on employee paperwork, tools, and uniforms.

· Create monthly or quarterly newsletters to help promote upsells/ enhancements throughout the year.

· Send monthly base billings and weekly enhancement billings to clients. This is currently handled by the associates.

· Manage job start up processes for new long-term maintenance accounts.

TECHNICAL SKILLS & PC LITERACY

· Software Proficiency : Ability to comfortably work with software and apps on desktop, iPhone, and iPad.

• Advanced Office Suite: Highly proficient with Microsoft Office, specifically Excel for Job costing and Work for proposals.

· System Familiarity: Proficiency in Sage 100 Contractor 2025, Salesforce, Procore and QuickBooks is highly preferred.

· Cloud Literacy: Must be able to manage digital files, create organized job folders, and navigate cloud-based sharing environments.

· Digital Communication: Ability to troubleshoot basis software issues and manage virtual “Touch Point” meetings.

QUALIFICATIONS AND EXPERIENCE:

· Two (2) to three (3) years of professional work history.

· One (1) or more years in client relations or the landscape industry.

· Proactive self-starter with strong attention to detail and ability to work under tight deadlines.

· Strong verbal and written English communication skills; bilingual in Spanish is a plus.

· Must possess a valid California Driver's License and be willing to travel locally up to 75%.

COMPETENCIES:

· Professionalism : In how you carry yourself among fellow co-workers and customers.

· Communication : Strong listening, verbal, and written skills to interact with clients and vendors.

· Collaboration : Incorporate teamwork, mutual respect, and client focus.

· Accountability : Initiative to take ownership of responsibilities and prioritize action.

· Problem Solving : Blends judgement and decision-making with creativity and resourcefulness.

· Ethical standards : Perform work based on what is best for the customer and the company.

· Customer service and satisfaction : Adhere to the philosophy that customers are the livelihood of Crestview Landscape, Inc.

APPLICATION REQUIREMENT: VIDEO INTRODUCTION

Candidates must submit a 30-second to one-minute video expressing their interest. In the video, please highlight a specific instance where you used technology to solve a problem or how you manage high-priority tasks. Upload your video to a cloud service (Google Drive, Dropbox, or OneDrive) and provide a live, shared link within your application.

LANGUAGE SKILLS:

· Ability to communicate effectively in English (verbal and written)

· Ability to read and comprehend instructions and information to effectively execute and achieve results.

· Bilingual in Spanish is a plus.

EDUCATION:

· High school diploma or the equivalent (GED) required.

· An equivalent combination of skills, education, and experience may be considered.

COMPLIANCE ITEMS:

· Weekly follow-up of all pending enhancements and proposals.

· Weekly productivity reporting on labor hours.

· Monthly client touch points and ride-alongs.

PHYSICAL DEMANDS:

· Ability to stand, walk, and sit for extended periods in an office environment.

· Ability to lift up to 20 lbs.; unaided

Crestview Landscape is committed to delivering exceptional service, quality craftsmanship, and professionalism while creating outdoor spaces that enhance and respect the natural environment. We approach every project with a solutions-driven mindset, combining innovation, sustainability, and years of expertise in both construction and landscaping.
Our strength lies in our team. We believe that collaboration fuels excellence, empowering us to overcome complex challenges and deliver results our clients can truly trust. At Crestview, growth is part of our culture we learn from every project, support one another, and continuously improve together. By investing in our people and embracing environmentally responsible practices, we strive to build not only beautiful landscapes, but a stronger, more sustainable future for our community.

Company Description

Crestview Landscape is committed to delivering exceptional service, quality craftsmanship, and professionalism while creating outdoor spaces that enhance and respect the natural environment. We approach every project with a solutions-driven mindset, combining innovation, sustainability, and years of expertise in both construction and landscaping.\r\nOur strength lies in our team. We believe that collaboration fuels excellence, empowering us to overcome complex challenges and deliver results our clients can truly trust. At Crestview, growth is part of our culture we learn from every project, support one another, and continuously improve together. By investing in our people and embracing environmentally responsible practices, we strive to build not only beautiful landscapes, but a stronger, more sustainable future for our community.