Account Officer Job Description Template

What is a Account Officer?

Account officers are responsible for managing financial accounts, preparing financial statements, ensuring compliance with financial regulations, and conducting financial audits. They must have strong analytical skills and attention to detail.

A bachelor's degree in finance, accounting, or a related field is typically required. Additional certifications such as CPA or CMA may be preferred.

Account Officer Job Description Template

Job Brief

We are looking for an Account Officer to support our Sales team and provide quality customer service.

Account Officer responsibilities include preparing sales proposals, updating internal databases with client and contract details and conducting market research. If you have good communication skills and would like to gain sales and marketing experience, we’d like to meet you. Previous experience in customer service positions is a plus.

Ultimately, you’ll help run successful sales campaigns to increase customer engagement.

Responsibilities

Craft new sales proposals and contract renewals
Schedule product demos
Contact customers via email or phone to answer queries or retrieve information about their account
Update internal databases (CRM) with account details
Perform back-office sales tasks to support Account Executives as needed
Research market trends and competition
Create reports on sales and marketing campaigns
Maintain digital and physical records of invoices and contracts
Address payment issues
Identify new revenue prospects