Account Manager Job Description template and pdf with duties [2024]

Job summary 1

The Account Manager has full command of an assigned book of clients. This position serves as a direct resource to Account Management Teams and specifically the Account Executive who acts as a team lead. The Account Manager will help identify appropriate carriers, manage the new business implementation process, prepare and submit reporting for key accounts, implement plan changes, perform client presentations, and review plan performance. Communicating compliance requirements and evaluating benefit plans is essential. The position is responsible for the overall client satisfaction of the account.

Duties & Responsibilities 1

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Conduct quarterly meetings to review plan performance reporting and build Allied/client relationships and ensure client satisfaction.
Prepare and host Employee Presentations, Administrative Procedures Training, Web Site Training, Benefits Management Reporting, and analysis.
Troubleshoot, identify and improve internal processes with various Allied departments.
- Produce and analyze Ad Hoc reporting when requested by the client/broker/Account Executive.
- Help facilitate the renewal of existing cases by management of claim reviews, stop loss marketing, and service level expectations.
- Cross-sell various Allied services a client may not be utilizing currently.

Requirements & Skills 1

Job summary 2

We are in search of an Account Manager with excellent communication skills that would be responsible for achieving a sales budget in an existing account assignment. Someone who can make decisions that affect company profitability and expense control. A teammate that would have excellent customer service skills when working with divisions to finalize decisions that impact division operations while maintaining a sound relationship with assigned accounts.

Duties & Responsibilities 2

Develop and achieve sales budgets and forecasts for assigned Host accounts and gain mutual agreement with Section Sales Manager.
Meet with key executives of assigned accounts noting issues and actions necessary to resolve issues to the satisfaction of the customer.
Monitor compliance with specific service agreements of assigned accounts to include rebate payments, advertising, the concentration of purchases and buying patterns, and overstocks.
Hold regular communications with division servicing assigned accounts to discuss account activity and solicit feedback on follow-up.
- Interface with corporate and division purchasing departments to protect service levels of assigned accounts and divisions on product mix, promotional items, distributions, and new category additions or deletions.
- Review account profitability to ensure company targets and individual division-targeted profitability targets are met.
- Able to understand the information and reports available to assist in managing their assigned accounts.

Requirements & Skills 2

Have a bachelor's Degree with 3 years of experience.
Possess leadership abilities to include both verbal and written communication skills, a professional attitude and appearance, organization skills, strong self-confidence, multi-task-oriented decision-making skills, and the ability to plan for success.
Be able to understand and compute the profitability of customers and product lines as well as produce accurate and informative business reviews and new customer presentations.
Be skilled in Excel, Microsoft Word, and PowerPoint PC programs.
Be willing to travel as requested.
Be able to work with and communicate with many different reporting level groups, including store managers, district managers, peers, and subordinates.
- Be experienced in managing staff with a background in hiring, training, motivating, and resolving employee relations issues.
- Be able to define problems, collect data, establish facts, and draw valid conclusions.
- Possess strong analytical and communication skills with a proven ability to work effectively in a team environment.

Job summary 3

The Account Manager supports the Team by responding to client inquiries regarding accounts, products, shipping, and services. The keys to success will be the ability to provide results and consistently fulfill our customers' needs. The right candidate is dependable, has a positive attitude, and has excellent communication skills.

Duties & Responsibilities 3

Analyze numbers, exhibit excellent multi-tasking skills, and answer customer calls according to company procedure.
Actively participate in ongoing customer service training and maintain a working knowledge of company products and services.

Requirements & Skills 3

Experience working in account management for wholesale retail, manufacturing, logistics, consumer goods, and/or an e-commerce company.
Three years of phone, email, and/or customer-facing experience with demonstrated ability to provide solutions according to professional standards.
Background in customer service account management and problem resolution preferred.
- Working knowledge of Microsoft Office programs including Word, Excel, and Outlook a plus.
- Excellent written and verbal communication skills, especially listening and problem-solving.
- Customer Service focused and an outgoing personality

Job summary 4

This role marries business development (grounded in marketing and vertical expertise) and client advocacy with client advocacy coming first.

Duties & Responsibilities 4

Calls and face-to-face meetings with customer (travel required).
Delivering and providing expert insights on weekly and monthly reports.
- Translating reports into actionable next steps for training or new services.
- Proposing new services and levels of support and following up on the orders (there will be small compensation for growing and retaining accounts).
- Working to secure longer contracts and extensions.

Requirements & Skills 4

Bachelor’s degree highly preferred.
- 3-7 years of experience.
- Self-starter, fantastic with people, experience caring for large corporate clients, problem-solver, ability to creatively solve problems with new services and ideas.
- Ability to travel to visit client sites.

Job summary 5

The Account Manager is responsible for selling company products and services by calling on prospective and established customers while developing and implementing a strategy to achieve targets within the respective territory. You will thrive in challenging environments and be able to work collaboratively with other team members, possessing a passion for sales, technology, innovation, and success.

Duties & Responsibilities 5

Requirements & Skills 5

Three years’ sales experience or related experience.
Excellent teamwork, time management, organizational, follow-up, and planning skills.
Excellent business planning skills with a high level of accuracy and attention to detail.
Excellent sales/negotiation, customer service & listening skills
Excellent oral/written communication, presentation & interpersonal skills
Must possess technical aptitude & manufacturing process knowledge
- Must possess tolerance for stress & Integrity
- Must be self-discipline
- Proficient in the knowledge and use of MS Office (Word, Excel, Outlook, PowerPoint).

Job summary 6

We are looking for an Account Manager who will work very closely with our key clients, as well as internal stakeholders. The Account Manager will be our clients’ champion, ensuring that their projects are completed and that there is no gap in communication. You will also monitor activity levels and troubleshoot problems to proactively address concerns.

Duties & Responsibilities 6

Establish and meet goals per client
Communicate frequently with clients and internal support team
Understand the technical and business aspects of each client
- Maintain and improve the relationship with clients
- Be a self-starter and tackle client challenges head on
- Relay client requirements to the rest of the team, organizing resources as needed

Requirements & Skills 6

B.A. or B.S.
MBA preferred
3-5 years of experience in a client-facing role
Understanding of the software development cycle (preferred)
Strong computer proficiency
Strong problem-solving/trouble-shooting and negotiation skills
- Excellent oral and written communication skills with a focus on simmering big ideas down into concrete, actionable steps
- Organizational excellence; ability to manage your time effectively
- Must be able to work in a fast-paced environment and demonstrate the ability to effectively manage multiple tasks and priorities simultaneously

Job summary 7

The Account Manager's core responsibility is to take a customer from "sold" to "we love you." Oftentimes, you are helping our customers implement their most exciting initiatives to date, so we want someone who is also excited about our technology and the work you'll be doing.

Duties & Responsibilities 7

Develop and manage the relationships within your named accounts
Earns and maintains position as a trusted advisor to the client base through the development of exceptional relationships with key decision makers and internal stakeholders within the assigned segments.
Conducting quarterly client business reviews (including preparation and follow-up)
Meet and strive to exceed individual monthly, quarterly, and annual sales quotas.
Build a plan to maximize revenue and customer satisfaction within your named accounts
- Seek out and identify opportunities for expanded use and adoption of the platform for existing customers
- Closely manage and nurture accounts to identify and eliminate the risk of churn
- Collaborate and communicate effectively with cross-functional teams in Customer Success, Product, Sales, and Marketing

Requirements & Skills 7

2-5 years experience in account management, consulting, sales, or other client-relations role
Team-player mentality and goal-oriented
Creative eye and interest in sales
- Ability to manage both short-term and long-term priorities simultaneously
- Strong communication and interpersonal skills along with an ability to work with a broad range of clients
- Personality that thrives in a fast-paced, startup environment and culture

Job summary 8

The Account Manager position is the first fundamental role within our structured sales path, where our employees start to mold the foundation for their careers. The Account Manager will work within the Direct to Consumer sales department to help generate new business with our innovative use of technology.

Duties & Responsibilities 8

Establish initial communication with potential clients from new business leads.
Develop rapport and maintain strong working relationships with internal and external clients.
- Collaborate with Loan Advisors and all management teams to deliver a financial product that best suits the client's financial profile.
- Acquire and maintain mortgage industry knowledge with support from our in-house training team.
- Other duties or special projects as assigned.

Requirements & Skills 8

Superior customer service.
Ability to effectively communicate over the phone or in an email.
- Negotiation skills.
- Energetic and forward thinker.
- Strong work ethic with attention to detail.

Job summary 9

The Account Manager’s role is to serve as the liaison between the agency and the client. They represent the agency’s point of view in making recommendations to the client and represent the client’s point of view within the agency to facilitate the creation of effective work. The Account Manager must become familiar with the client’s products, culture, markets, and brand. The Account Manager is responsible for the day-to-day execution of their client's campaigns. They liaise between the client and a range of agency staff to coordinate the details of advertising campaigns.

Duties & Responsibilities 9

Requirements & Skills 9

Solid understanding of marketing, advertising, business, and communications
Must have a solid understanding of, and proficiency in, marketing and advertising across both online (digital, social, email, etc.) and offline tactics
Proven leadership experience and abilities
Must be extremely organized, detail-oriented, and administratively excellent in handling projects and communication
Project management skills
Computer proficiency in Word, Excel, and PowerPoint as a minimum
- Must be a strong writer with excellent grammar and spelling skills
- Strong ability to organize, follow through and handle diverse, multiple projects at one time
- Excellent communication skills and demonstrated professionalism

Job summary 10

As Account Manager you are responsible for developing and maintaining long-term relationships with clients. You will also act as the liaison between your clients and cross-functional internal teams to ensure the timely and successful delivery of products and services.

Duties & Responsibilities 10

Manage the full lifecycle of the Quote and Sales Order process
- Answer customer inquiries received via phone and email and pro-actively handle outbound communications and follow-ups
- Responsible for working with the Sales team to develop existing client relationships
- Explore opportunities to add value in cross-selling and upselling to clients

Requirements & Skills 10

Minimum 1 year of experience in a similar job function
Advanced listening skills, problem resolution, and negotiation skills
Strong verbal and written communication skills
Collaborative mindset and ability to work cross-functionally with other departments to find solutions for the clients
Ability to juggle multiple projects and Sales Reps in assigned territories, while maintaining sharp attention to detail
- Previous experience with CRM software is a plus (e.g. Salesforce, HubSpot, etc.)
- Previous sales experiences is a plus
- Bachelor’s degree preferred, but not required

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