Account Manager Job Description Template
Use this Account Manager job description template to advertise the open roles for free using Longlist.io. You can use this template as a starting point, modify the requirements according the needs of your organization or the client you are hiring for.
Job Brief
We are looking for an Account Manager to create long-term, trusting relationships with our customers. The Account Manager’s role is to oversee a portfolio of assigned customers, develop new business from existing clients and actively seek new sales opportunities.
Responsibilities
- Serve as the lead point of contact for all customer account management matters
- Build and maintain strong, long-lasting client relationships
- Negotiate contracts and close agreements to maximize profits
- Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors
- Ensure the timely and successful delivery of our solutions according to customer needs and objectives
- Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders
- Develop new business with existing clients and/or identify areas of improvement to meet sales quotas
- Forecast and track key account metrics (e.g. quarterly sales results and annual forecasts)
- Prepare reports on account status
- Collaborate with sales team to identify and grow opportunities within territory
- Assist with challenging client requests or issue escalations as needed
Requirements
- Proven work experience as an Account Manager, Key Account Manager, Sales Account Manager, Junior Account Manager or relevant role
- Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level
- Solid experience with CRM software (e.g. Salesforce, Zoho CRM or HubSpot) and MS Office (particularly MS Excel)
- Experience delivering client-focused solutions to customer needs
- Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail
- Excellent listening, negotiation and presentation abilities
- Strong verbal and written communication skills
- BA/BS degree in Business Administration, Sales or relevant field
What does Account Manager do?
On a day-to-day basis, an Account Manager typically engages in several tasks and responsibilities. These may include:
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Client Communication: Account Managers maintain regular communication with clients, being the main point of contact for any queries, concerns, or updates. They respond to client inquiries promptly and update them on the progress of projects or campaigns.
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Relationship Building: Account Managers focus on building and nurturing relationships with clients to ensure long-term satisfaction and loyalty. They work closely with clients to understand their needs, goals, and objectives, and make sure those are aligned with the services or products being provided.
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Account Planning: Account Managers develop strategic account plans to maximize client retention and growth. They identify new opportunities within existing accounts and develop sales strategies to upsell or cross-sell products or services.
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Project Management: Account Managers oversee the implementation and delivery of projects or campaigns, coordinating with various internal teams such as sales, marketing, and operations. They ensure that projects are completed within the defined timelines, budgets, and quality standards.
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Performance Tracking: Account Managers monitor and track the performance of accounts against agreed-upon key performance indicators (KPIs) or objectives. They analyze data and metrics to identify trends, make recommendations for improvement, and provide regular performance reports to clients.
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Troubleshooting: When issues or challenges arise, Account Managers act as problem-solvers, working with internal teams and clients to find effective solutions. They address any client concerns or complaints and take necessary steps to resolve them.
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Upselling and Renewals: Account Managers explore opportunities to upsell additional products or services to existing clients. They also play a key role in contract renewals, working with clients to negotiate terms and ensuring the renewal process is smooth.
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Market Research and Competitor Analysis: Account Managers stay up to date with industry trends, market conditions, and competitor activities. They conduct market research to gain insights and identify opportunities that can benefit the client's business.
Overall, the role of an Account Manager involves managing client relationships, maximizing client satisfaction, and driving business growth through effective account management strategies.