Account Representative Job Description Template

What is a Account Representative?

Account representatives are responsible for managing client accounts, maintaining customer relationships, resolving client issues, and ensuring customer satisfaction. They act as the primary point of contact for clients and work to meet their needs and expectations.

An account representative's key education requirement is typically a bachelor's degree in business, marketing, or a related field. Strong communication and interpersonal skills are also essential for this role.

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