Account Manager Job Description

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Account managers serve as the liaison between companies and their customers. It is an account manager’s responsibility to address customers’ needs and concerns as quickly and effectively as possible to develop and maintain strong relationships. They typically work with multiple small accounts or a few larger ones. As the main point of contact for many clients, they are in the business of customer service and may be involved in upselling and cross-selling products and services.

To write an effective account manager’s job description, use the template below and tailor it to your needs.

Sample account manager job description

At [Company X], client relationships are our top priority. We’re looking for a dedicated and personable account manager to maintain client accounts and serve as our main point of contact. The ideal candidate will have a passion for helping others and a drive for providing exceptional customer service. Applicants should also be proficient with audits, spreadsheets, and other productivity software. Apply today and help us build meaningful, long-lasting relationships that move our business forward.

Objectives of this role

Serve as the main point of contact in all matters related to client concerns and needs
Build and strengthen client relationships to achieve long-term partnerships
Maintain accurate client records, keeping track of any contract updates and renewals
Work with sales and other internal teams to develop strategic marketing plans and ensure KPIs are being met
Develop a thorough understanding of our products and service offerings to better upsell and cross-sell to clients

Responsibilities

Handle inquiries and requests from customers and address their needs
Stay on top of accounts, making sure they receive services that are within their budget and meet their needs
Meet regularly with other team members to discuss progress and find new ways to improve business
Generate progress reports for clients and senior leaders within the organization
Identify upsell, cross-sell, and renewal opportunities and communicate with the sales team regularly

Required skills and qualifications

Internship or professional experience in a sales or customer service role
Ability to multitask and juggle several responsibilities simultaneously
Strong written and verbal communication skills
Excellent organizational skills and attention to detail

Preferred skills and qualifications

Proven track record of meeting or exceeding quotas and receiving positive customer feedback
Proficiency with common customer success and customer relationship management software, such as Gainsight and Salesforce
Professional certification (ex: from Strategic Account Management Association)

What does an account manager do?

How to write an account manager job description