Job Description
Job DescriptionBenefits:
- 401(k)
- 401(k) matching
- Bonus based on performance
- Employee discounts
Overview: Manage the back-office administrative work for Abundant Lawn, including handling phone calls,
maintaining files, route scheduling, printing job-related documents, record and deposit payments, light bookkeeping,
maintaining CRM data, miscellaneous ordering.
Key Accountabilities:
-Effectively Manage phone and email communications with customers
-Manage and Update Maintenance Scheduling
-Coordinate with Sales Team to Schedule Estimates
-Maintain accurate digital and paper records (ie receipts for ordering supplies, etc.)
Regular Execution:
What must be done every day/week to achieve the Key Accountabilities?
-Process Payroll - Weekly
-Log customer payments in Jobber (landscaping CRM) - Daily
-Setup and Print Lawncare Routes for following day - Daily
-Review / Respond to email and text communications - Daily
-Schedule Service Calls - Daily
-Answer Calls and Schedule Estimates - Daily
-Log Photos in Key Client System - Weekly
-Inventory Order Marketing and Office Supplies Monthly
-Customer Follow Up Calls 2-3 Times Per Week
-Create and Maintain Employee Files As Needed
-Assist in Onboarding Employees As Needed
-Review Previous Day Activities As Needed
-Call and Maintain Delinquent Customer Accounts Weekly
-Maintain Data on Office Board - Weekly
Required Outputs:
What will this role produce and at what frequency?
-Create and Send PDF Invoices to Key Clients - Monthly
-Payroll Report - Weekly
-Customer Follow Up Report - Weekly
-Inventory and Order Report - Monthly
-New Account Report - Weekly
Technical Knowledge, Experience, Skills:
What Technical Knowledge, Experience, and Skills are required to effectively fill this role?
-Basic iMac / Windows Computer Skills
-Basic Professional Writing Skills (ie customer emails)
-Basic Google Sheets knowledge
-Intermediate Jobber (CRM / Field Service Management) Knowledge (Training Supplied)
-Ability to use an iPhone
-Ability to manage shared calendars
-Intermediate Customer Service Skills
-Basic QuickBooks knowledge
-Ability to use a variety of office equipment
-1-2 years of office experience
-Basic ADP Payroll Entry knowledge
Effective and Ongoing Stakeholder Communication:
Key parties this role must communicate with to achieve the key accountabilities?
-President
-Marketing Director
-Operations Manager
-3 rd Party Accountant
-Customers / Property Managers
-Sales Team
-Crew Members
Hidden Maintenance:
What must this role continually maintain that is critical to the key accountabilities?
Certifications, knowledge, customer data, etc.?
-Maintain CRM data
-Maintain paper files