Share Email Opening Apply Now Title Client Success Manager  EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.   Category Business Support   Description Client Success Manager Department: Sales & Service Reports To: Director of Sales & Client Experience FLSA Status: Full-Time, Exempt Location: Office-Based Compensation: $60k-$80k/year Benefits: Full company benefits offered-including but not limited to: Health, Dental, 401k, Paid Time Off/Vacation Job Summary The Client Success Manager (CSM) plays a pivotal role in supporting both the Sales and Service functions of the company. This dual-focused role ensures new leads are handled with urgency, current clients receive excellent support, and internal teams stay informed and aligned. The CSM is responsible for responding to new inquiries, managing scheduling workflows, handling service requests, coordinating follow-up tasks, and ensuring that sales opportunities and service issues are tracked and resolved efficiently. This person will be the first point of contact for many clients and leads, and must provide a polished, knowledgeable, and solutions-oriented experience. The ideal candidate will be highly organized, detail-oriented, proactive, and thrive in a fast-paced environment. Strong communication skills and a passion for client care are essential. The CSM will collaborate closely with the sales, operations, and support teams to ensure client success from initial inquiry through ongoing service. Key Responsibilities Sales Support & Lead Management Serve as the first point of contact for new leads from the website, phone, or email. Monitor Calendly bookings and cancellations to ensure leads move swiftly through the funnel. Proactively follow up with unbooked leads and missed consultations. Schedule consultations for sales team members and send confirmations with Teams meeting instructions and LiveSwitch video requests as needed. Assist with CRM updates, lead tracking, and maintaining the master lead spreadsheet. Support daily sales tasks including proposal follow-up, quote modifications, and basic correspondence. Client Service & Support Handle incoming service requests and triage based on urgency and scope. Respond to client emails, calls, and voicemails with professionalism and empathy. Gather photos, videos, or additional details to support remote service resolution. Communicate routine service instructions or updates clearly to clients. Escalate complex issues to the appropriate field or operations team with full context and documentation. Support client retention efforts through proactive outreach and timely follow-ups. Administrative & Operational Coordination Maintain client records, files, forms, and communications in digital systems. Draft and send client-facing materials, including welcome packets, follow-up instructions, and appointment reminders. Manage scheduling calendars for sales and support staff. Provide internal updates and coordinate across departments to ensure tasks are completed. Track and report on lead flow, service tickets, and sales performance metrics. Skills & Competencies Strong written and verbal communication skills High attention to detail and follow-through Proficiency in Microsoft 365, CRM platforms, Calendly, and basic task management tools Ability to work independently while managing multiple priorities Professional, positive demeanor with a client-first mindset Comfortable navigating conflict or client complaints with composure Commitment to continuous learning and team collaboration Work Environment & Expectations 40 hours/week, typically Monday–Friday Role is performed indoors in a professional office setting Frequent use of phone, email, Teams, and CRM Position requires sitting for extended periods and multitasking in a busy environment Regular coordination with field teams, operations, and management Role may include occasional client dissatisfaction handling; empathy and professionalism are key Why This Role Matters The Client Success Manager is the glue between sales and service, ensuring no opportunity or client concern falls through the cracks. This role supports the company's reputation, retention, and revenue by ensuring every interaction is timely, professional, and aligned with client expectations.     Position Requirements Technology Skills Access software — Microsoft, Service Autopilot Accounting software — Fund accounting software; Intuit QuickBooks Accounting Calendar and scheduling software — Appointment scheduling software; Service Autopilot; Calendly; Outlook Cloud-based data access and sharing software — Dropbox; Google Drive; Microsoft SharePoint; Microsoft Teams Customer relationship management CRM software —Service Autopilot Desktop communications software — Microsoft Teams Desktop publishing software — Adobe Systems Adobe InDesign; Microsoft Publisher Document management software — Adobe Systems Adobe Acrobat; Microsoft Excel; Microsoft Word Electronic mail software — Microsoft 365; Microsoft Outlook Graphics or photo imaging software — Adobe Systems Adobe Creative Cloud; Adobe Systems Adobe Illustrator; Adobe Systems Adobe Photoshop Human resources software — Paychex Flex, Service Autopilot Instant messaging software — Microsoft Teams Internet browser software — Mozilla Firefox; Google; Web browser software Office suite software — Microsoft Office Operating system software —Microsoft Windows Presentation software —Microsoft PowerPoint Spreadsheet software — Microsoft Excel Time accounting software — Service Autopilot; Paychex Video conferencing software — Microsoft Teams; Zoom; GoogleMeet Video creation and editing software —YouTube Web page creation and editing software — Facebook; Google Sites; LinkedIn; Social media sites Word processing software —Microsoft Word   Occupational Requirements Work Activities Working with Computers — Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information. Communicating with Supervisors, Peers, or Subordinates — Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person. Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources. Performing Administrative Activities — Performing day-to-day administrative tasks such as maintaining information files and processing data. Establishing and Maintaining Interpersonal Relationships — Developing constructive and cooperative working relationships with others, and maintaining them over time. Organizing, Planning, and Prioritizing Work — Developing specific goals and plans to prioritize, organize, and accomplish your work. Documenting/Recording Information — Entering, transcribing, recording, storing, or maintaining information in written or electronic/magnetic form. Communicating with People Outside the Organization — Communicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail. Evaluating Information to Determine Compliance with Standards — Using relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards. Identifying Objects, Actions, and Events — Identifying information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events. Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data. Making Decisions and Solving Problems — Analyzing information and evaluating results to choose the best solution and solve problems. Monitoring Processes, Materials, or Surroundings — Monitoring and reviewing information from materials, events, or the environment, to detect or assess problems. Scheduling Work and Activities — Scheduling events, programs, and activities, as well as the work of others. Updating and Using Relevant Knowledge — Keeping up-to-date technically and applying new knowledge to your job. Thinking Creatively — Developing, designing, or creating new applications, ideas, relationships, systems, or products, including artistic contributions.   Full-Time/Part-Time Full-Time   Shift Days   Position Client Success Manager   Exempt/Non-Exempt Exempt   Hiring Manager(s) Brandon Rushing, Jenny Grayson, Melissa Rushing   Location Lorton, VA   About the Organization Brandon Rushing Lawn & Garden Care is an all-inclusive yard maintenance company founded in 1995. Our Mission: To care for people and their properties. Our Vision: ...homeowners spending more time enjoying their property and less time maintaining it. ...homeowners slowing down to enjoy quality time outdoors, leaving them feeling more connected with people and nature. ...homeowners feeling proud of their property. ...more well-maintained neighborhoods. ...nature thriving.   This position is currently accepting applications. Apply Now WE ALSO RECOMMEND Other Jobs Within Same Category -- None found -- Other Jobs Within 60 Miles Landscape Foreman-Team Leader in Lorton, VA Posted on: 2/7/2025 [Apply Now] Landscape Laborer in Lorton, VA Posted on: 2/5/2025 [Apply Now] Irrigation, Lighting, Special Services Techician in Lorton, VA Posted on: 10/25/2024 [Apply Now]

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