Client Relationship Specialist Careers
At Eric Putnam BCMA Inc., the Client Relationship Specialist reconnects with people who have already trusted us with their trees. This office operations role is for an experienced appointment setter who can build rapport, ask thoughtful questions, recognize legitimate new needs, and schedule qualified estimate appointments with our Sales Arborists.
Role Snapshot
- Reconnect with previous Plant Health Care and general tree care customers by phone.
- Schedule qualified estimate appointments for our Sales Arborists.
- Record conversations, outcomes, and next steps accurately in the CRM.
- Ask questions about their trees and property, listen carefully, and identify genuine service needs.
- Follow up approximately 30 days after an estimate is issued if the work has not been scheduled.
- Learn enough about arboriculture to discuss our services comfortably without diagnosing tree problems over the phone.
What You Will Do
Reconnect With Existing Customers
You will call customers who previously hired us for Plant Health Care or general tree care. You will ask how their trees are doing, listen to what has changed, and continue the relationship with professionalism and care.
Identify Qualified Opportunities
You will ask thoughtful questions to understand a customer's concerns. When there is a legitimate need for an evaluation or estimate, you will schedule the right next conversation with a Sales Arborist. You will not be expected to diagnose a tree problem over the phone.
Follow Up on Open Estimates
You will reconnect with customers approximately 30 days after an estimate is issued if the work has not been scheduled. Your job is to answer questions you can address, understand any hesitation, and help the customer take the next appropriate step without pressure.
Keep Accurate CRM Records
You will document calls, customer concerns, appointment details, follow-up dates, and outcomes in the CRM. Clear records help the Sales Arborists and office team provide a consistent customer experience.
Learn the Business
You will learn our services and enough arboriculture to recognize when a customer may benefit from speaking with an arborist. We can teach the tree care knowledge; you should bring a strong foundation in appointment setting and customer conversations.
What Success Looks Like
Success means reconnecting with customers in a way that earns trust, finding real opportunities, setting qualified appointments, and keeping dependable records of what happens next.
We track the process from calls to live conversations, qualified appointments, completed estimates, and sold work. We measure customer reactivation and approximately 30-day estimate follow-up separately so we can understand where the role creates value.
A strong Client Relationship Specialist:
- Builds rapport quickly and listens before recommending a next step.
- Follows up consistently without being pushy.
- Schedules appointments when there is a genuine customer need.
- Keeps CRM information and next steps accurate.
- Learns the services and knows when to involve a Sales Arborist.
- Accepts coaching and improves through measurable results.
What We Are Looking For
We are looking for someone with substantial experience setting appointments, developing customer relationships, or making outbound calls. Strong appointment-setting experience will be seriously considered even if you are new to arboriculture.
The right person knows how to build rapport by phone, ask useful questions, respond to hesitation, and earn the next conversation. You should be persistent, disciplined with follow-up, comfortable with measurable activity and results, and respectful of the customer's needs.
Qualifications
- Substantial experience in appointment setting, inside sales, or outbound customer development.
- Strong telephone presence and clear verbal communication.
- Ability to ask good questions, listen closely, and handle hesitation professionally.
- Consistent follow-up and accurate CRM documentation.
- Comfort working toward measurable activity and outcome goals.
- Ability to learn tree care services and recognize when to involve an arborist without diagnosing by phone.
Who Thrives Here
This role is a strong fit for someone who enjoys turning an existing customer relationship into a helpful next conversation. You will likely thrive here if you:
- Enjoy talking with people and take time to understand their concerns.
- Can make outbound calls confidently and consistently.
- Take pride in setting appointments that make sense for the customer and the arborist.
- Stay organized when several conversations and follow-ups are in progress.
- Welcome coaching and use results to improve your approach.
- Learn enough about tree care to have informed customer conversations.
Ready to Join Our Team?
If you are an experienced appointment setter who wants to build on relationships we have already earned, we would like to hear from you. Bring your customer conversation and follow-up skills; we will help you learn the tree care side of the business.
