Account Representative Job Description Template

Job Brief

We are looking for an Account Representative to manage assigned client accounts. You will address customer concerns and contact prospects to expand your account portfolio.

We expect you to be an energetic, goal-driven person with excellent communication skills. This role may often be challenging so you should be able to remain calm and polite in tough situations. If you also have some experience in sales or customer service, we’d like to meet you.

Your goal will be to foster long-term relationships with clients and help grow our business.

Responsibilities

Be the main point of contact of assigned customers
Negotiate contracts and handle paperwork (e.g. invoices, orders)
Follow up regularly after closing a sale to ensure client satisfaction
Respond promptly to customer queries and complaints to find solutions and defuse tension
Pass on issues to account managers when needed
Present new or additional products and services to existing customers
Approach prospective clients through cold-calling, email etc. to meet sales targets
Send reports on sales activity, accounts status and possible issues

Requirements

Proven experience as an Account Representative or other sales role
Experience in customer service is a plus
Proficient in MS Office; familiarity with Salesforce
Strong communication and negotiation skills
Excellent organizational and multitasking ability
Assertiveness and confidence
Goal-driven with ability to work under pressure
Good problem-solving skills
High school diploma; BSc/BA in business is a plus

What does Account Representative do?

An Account Representative is responsible for managing and building relationships with clients. On a day-to-day basis, their tasks may include:

Interacting with clients: They communicate with clients via phone, email, or in-person meetings to understand their needs, address concerns, and provide solutions.
Generating leads: They prospect for new clients by researching potential leads and reaching out to them to introduce the company's products or services.
Managing client accounts: They handle the day-to-day management of existing client accounts, including order processing, invoicing, and ensuring timely delivery of products or services.
Providing product knowledge: They are knowledgeable about the company's products or services and provide information to clients to assist them in making informed decisions.
Conducting presentations: They may prepare and deliver product or service presentations to clients, explaining the features, benefits, and value proposition.
Negotiating contracts or deals: They negotiate pricing, terms, and conditions of contracts with clients to secure business agreements.
Resolving issues: They address any customer complaints or issues, troubleshoot problems, and coordinate with internal teams to provide satisfactory resolutions.
Monitoring market trends: They stay updated on industry trends, market conditions, and competitor activities to identify new business opportunities or challenges.
Reporting and documentation: They maintain accurate records of client interactions, sales activities, and maintain regular reporting to track sales performance and identify areas for improvement.
Collaborating with internal teams: They work closely with other departments such as marketing, customer service, and operations to ensure effective communication, coordination, and smooth execution of client requests or projects.

These tasks may vary depending on the industry, company, and specific responsibilities assigned to the Account Representative.

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