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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong administrative support and account management capabilities, with proficiency in billing processes, compliance documentation, and customer service within a commercial or B2B context. Familiarity with Prodeo and Microsoft Dynamics 365 enhances efficiency in managing client records and communications.
Highest-signal resume keywords
Administrative SupportAccount ManagementBilling ProcessesProdeo ExperienceMicrosoft Dynamics 365
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
BillingCompliance DocumentationCustomer PaymentsProposal DraftingData Accuracy Management
Soft Skills
Attention to DetailProfessional CommunicationReliabilityIndependence
Tools & Technologies
Microsoft 365ProdeoDynamics 365Smartsheets
Industry Keywords
Commercial ArboristsB2BGreen IndustryField ServicesRoute-Based Business
About the role
Key responsibilities & impact- Support Commercial Arborists and National Account Managers day to day
- Monitor shared commercial inboxes and maintain 24–48 hour response times
- Draft and format proposals and formal client documentation
- Generate and process incoming leads
- Answer inbound calls, schedule appointments, maintain Arborist calendars, and confirm dates with routing and branches
- Process daily invoices, customer payments, cancellations, authorizations, and off-stop reports
- Maintain Prodeo data accuracy, including client records, labor hours for multi-day GTC jobs, and account integrity
- Request certificates of insurance, manage lien waivers, and review contracts, bid details, and jurisdictional requirements
- Process weekly, bi-weekly, and monthly billing, including manual and special invoicing
- Prepare AR compliance updates, 50-day follow-ups, and commercial AR reporting
- Print GTC “Printed Not Done” reports, audit non-finalized estimates, and process Arborist comments and Stop-by Reports
- Maintain Commercial Prospect Reports and subcontractor records; support weekly debriefs and dashboard reviews
- Manage vendor portals, subcontractor/DOT compliance, permits, prevailing wage, and pre-bid documentation
- Conduct annual renewal processing for PHC/Lawn/GTC and Décor accounts
- Maintain commercial master lists, Smartsheets, and mapping tools; manage quarterly temporary holds
- Partner with Commercial Arborists, National Account Managers, Commercial Administration, and branch teams
- Report to the National Commercial Account Manager
Requirements
What you’ll need- Prior experience in administrative support, account management, or customer service — commercial or B2B preferred
- Strong attention to detail and comfort with high-volume work across multiple accounts, calendars, and deadlines
- Clear, professional communication over phone and email
- Working knowledge of Microsoft 365 (Outlook, Excel, Teams)
- Ability to learn Prodeo and Dynamics 365 quickly
- Reliable and independent once up to speed
- Dependable internet connection and a quiet space to take calls
- Direct experience with Prodeo, Microsoft Dynamics 365, or a comparable CRM or work-order system is nice to have
- Exposure to billing, AR, or compliance documentation (COIs, lien waivers, prevailing wage) is nice to have
- Background in the green industry, field services, or another route-based or branch business is nice to have
- Must reside in Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nebraska, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, or Wisconsin
Benefits
Comp & perks- Full-time, stable role on a growing national commercial team
- Direct mentorship from the National Commercial Account Manager and Commercial Administration team
- Hands-on ownership of accounts, systems, and client relationships
- Fully remote, home-office role
- In-office work optional near a SavATree branch
