ScaleSource

Sales Development Rep

• Build and manage the EOS sales pipeline from prospect identification through qualified conversation, follow-up, and booked session.
• Actively pursue prospects in priority markets, including investment firms, portfolio company CEOs, accelerator leaders, incubator leaders, franchise brand executives, franchise operators, SMB owners, and referral partners.
• Create and run outbound campaigns using email, LinkedIn, phone, referrals, and smart follow-up.
• Turn relationships into revenue by ensuring opportunities move forward, managing next steps, follow-up, and proposal processes.
• Help Calvin stay focused on closing and delivery by keeping the pipeline moving and reporting on progress.

Sales Development Lead – B2B Coaching, Consulting

Business Development Rep

• Prospecting and Lead Generation: Responsible for finding and organizing new commercial landscaping opportunities.
• Decision Maker Research: Find actual humans who can make or influence decisions.
• Outreach and Follow-Up: Drive outbound outreach and follow-up through email, phone, LinkedIn, CRM tasks, and coordination with our onsite team.
• Quote Coordination and 72-Hour Proposal Standard: Coordinate proposals quickly when quote requests come in.
• Cold Quote System: Build a system to proactively quote strong-fit commercial properties before they ask.
• Coordination With Onsite Team: Work closely with onsite team.
• CRM, Pipeline, and Reporting: Keep sales activity clean, visible, and accountable.

Commercial Landscaping Sales – Business Development Lead

Customer Support

• Communicate with commercial clients through email, phone, text, client portals, CRM systems, video updates, and virtual meetings.
• Respond to client messages quickly and professionally
• Send clear updates before clients have to chase us
• Explain what happened, what we are doing, who is responsible, and when the next update will happen
• Communicate delays, weather issues, scheduling changes, property concerns, and service updates
• Make clients feel heard without overpromising nonsense we cannot deliver
• Keep communication honest, calm, warm, and professional
• Make us feel like the most organized landscaping company they have ever worked with
• Own the communication loop until the item is completed.
• Capture the issue clearly.
• Ask good questions when the request is vague.
• Confirm property, location, priority, photos, timing, and client expectation.
• Assign or escalate the issue to the correct internal person.
• Track the status until completion.
• Update the client proactively.
• Confirm completion with notes, photos, or internal confirmation when possible.
• Help make sure the company has a clean system for tracking client requests, property issues, service updates, and internal follow-up.
• Create and update tasks.
• Keep CRM/client records clean.
• Track open issues by client/property.
• Prepare simple weekly reports on client issues, aging items, completed items, and recurring concerns.
• Record short Loom-style client updates.
• Show your face on camera while explaining an update.
• Sharing your screen to walk through photos, notes, schedules, open items, or reports.
• Join virtual meetings with clients and internal team meetings.
• Help create a more human, clear, and professional client experience.
• Write excellent English emails and updates.
• Speak clearly and professionally in English.
• Communicate effectively in Spanish.

Client Success Lead

• Transaction coding, reconciliations, AP/AR support, invoicing, and collections follow-up.
• Month-end prep and close checklists shipped on a tight, consistent cadence
• Clean books and timely documentation kept ready for the owner, CPA, or finance lead
• Recurring finance reports, cash updates, and close summaries delivered on schedule
• Expense review, vendor follow-up, invoice workflows, and recordkeeping owned end to end

Bookkeeper, Accounting Support Specialist – Multi-Client

Administrative Assistant

• Own All Customer Communication Channels
• Appointment Management End-to-End
• CRM / Help Desk Ownership
• Franchise Admin Support
• Escalation Management

Sales Development Lead – B2B Coaching, Consulting

Commercial Landscaping Sales – Business Development Lead

Client Success Lead

Bookkeeper, Accounting Support Specialist – Multi-Client

Customer Service, Administrative Assistant – Fluent in Armenian