Account Manager Trainee-Landscape Estimator and Designer Pacific Landscape

Hiring Organization: Pacific Landscape Management
Employment type: Full-Time
Job Location: Hillsboro, OR
Application Due Date: April 30, 2024

POSITION DESCRIPTION

 

Position Title:              Account Manager Trainee / Landscape Estimator and Designer Reportsto:            Chief Designer

Date Prepared:            August 2020 Exemption Status:        Exempt

 

POSITION OUTLINE

Purpose of the Account Manager Trainee Program is to prepare the selected candidate to be considered to become an Account Manager for Pacific Landscape Management. The Candidate will assist the landscape design and estimating team to become acclimated into our design, bidding and estimating processes. Understanding these processes are key skills in the Account Manager position. The position requires the candidate to design small landscape renovations

and  assist Branch Managers by measuring commercial and HOA properties and creating maintenance proposals.

 

Once the Account Manager Trainee (AMT) is acclimated to PLM and proficient with their designer/estimator, role, usually requiring one year in the position, the candidate will begin the more formal the Account Manager Trainee program that will help them learn all the important tasks, habits, relationships, and expectations of an Account Manager (AM) via observation and active participation. Additionally, the AMT will learn what it means to be part of Team Orange, and what it takes to thrive in the PLM culture. The end goal is that the AMT is ready to become an independent Account Manager by the end of the program. The success of the individual will be determined primarily by their ability to take initiative and be self-driven. The timeline in which the AMT will transition into an AM role will be determined by; when an opportunity becomes available, and when the company feels that the AMT is adequately prepared. The following is an outline of learning and experience objectives.

 

ACCOUNT MANAGER POSITION EXPECTATIONS:

  1. Skills
    1. Knowledgeable in horticultural subjects to be able to provide answers and solutions to landscape issues
    2. Ability to communicate (read, write, and converse) to customers in English at a business professional communication standard.
    3. Ability stay organized to be efficient and keep track of all communications and project details
    4. Understanding of Aspire modules: Properties, Opportunities, and Tickets
    5. Create, interpret, edit, and print information using Office Suite software applications (Word, Outlook, Excel, &Publisher)
    6. Ability to calculate the following: percentages, area, circumference, volume, diameter by use of basic geometric and other job specific mathematical calculations
    7. Ability to listen to angry or unreasonable customers or public individuals, and stay calm and professional
    8. Work with disappointed or angry customers to turn a negative situation into a positive outcome and preserve a healthy relationship
  2. Behaviors
    1. Respond to customers within 24 hours of receiving communication
    2. Provide the customer with regular feedback so they are never surprised, and they understand how our smart and proactive company worked hard to deliver on our promises to them
    3. React in a timely manner to site issues and customer requests with proposals for customer approval
    4. Take notes and provide customers with communication of plans and proposals so the customer expectations are met, and clarity exists between us and our customer
    5. Provide information to the field to guide their activities based on communication with customers, contractual obligations, and observed needs expressed on behalf of the customer
    6. Create and get approved the annual budget proposal for each property based on customer’s desired projects and our value-based recommendations
    7. Manage and secure the annual price increases necessary for all customer relationships

 

  1. Each week work closely with the field manager to ensure we are on the same page to share and prioritize site related issues and conduct the monthly property drives together
  2. Monitor and process tickets on a timely basis to ensure all jobs are completed and invoiced
  3. Use of personal organizational system to manage work and calendar
  4. Keep in touch with all customers and ensure that each customer receives at minimum some type of communication from us

 

  1. Account Manager Key Results
    1. Customer satisfaction
    2. Customer retention
    3. Enhancement sales – Achieve targeted upsell percentage
    4. Contract and enhancement gross margin - At or exceeding budget
    5. Managing and resolving issues
    6. Proposals submitted
    7. Invoicing timeliness
    8. Maintain positive relationship with Field Manager

 

DESIGNER ESTIMATOR POSITION EXPECTATIONS:

  1. Perform Take-offs: Material Quantities and Square Footages for maintenance and construction
  2. Measurement properties with Goilawn Software
  3. Enter and evaluate bid information into Aspire Enterprise software
  4. Develop Designs with: Dynascape, ProLandscape, Sketch Up, and Auto Cad
  5. Work closely with Salesperson, Account Managers for accurate and timely bids
  6. Create proposals that will ensure quality, safety, customer satisfaction and
  7. Maintain positive working relationship with Branch/Area Managers and peers
  8. Assist in the development and update marketing material
  9. Assist in Management of website updates and social media campaigns
  10. Coordinate and assist marketing activity
  11. Coordinate weekly with Branch Managers and sale Reps to review schedule, timeframes, & deadlines,
  12. Hand Drafting in pencil and ink/Color rendering

 

QUALIFICATIONS:

Experience and Education

  • Bachelor or Associate degree in Horticulture or related field or equivalent work
  • Minimum of 3 years related

Language Skills

  • Must be able to read, write and converse in fluent English
  • Desired to possess basic Spanish conversational

Computer Skills

  • Create, Interpret, edit and print information using Office Suite software applications
  • Open, create, send and receive inter and intra-company e-mails
  • Manage contracts and enhancement sales in Aspire Enterprise software as well as GoiLawn and ProLandscape

Special Skills and Licensure

  • Employee must pass criminal background and drug screening testing at
  • Valid Oregon Driver License with approved driving
  • Certified Landscape Technician (CLT) or successful completion of CLT exam within 3 years of employment
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