How to Write an Account Manager Job Description Sample

An Account Manager, or Account Executive, focuses on meeting the needs of clients and customers across all departments within a company. Their duties include serving as a point of contact for clients, building customer and company relationships, and generating revenue for clients and for their organizations.

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What does an Account Manager do?

Account Managers act as the communication connection between a client and a business. They work in a variety of industries, such as marketing, finance, event planning, software, and advertising. They research and brainstorm new ways to create and manage positive relationships with clients. Account Managers may handle all aspects of a customer’s experience with the company, such as through contract negotiations with new clients, market research in different industries, and new business opportunities for existing clients.

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Account Manager Job Description Examples:


Example 1

Responsibilities The Opportunity The Industrial Services Account Manager is responsible to grow, expand and maintain a customer base within the assigned territory. They will positively impact company sales through entrepreneurial, strategic sales and marketing strategies. Why work for Clean Harbors? Health and Safety is our #1 priority and we live it 3-6-5! Competitive wages Comprehensive health benefits coverage after 30 days of full-time employment Group RRSP with company matching component Opportunities for growth and development for all the stages of your career Generous paid time off, company paid training and tuition reimbursement Key Responsibilities: Ensuring that Health and Safety is the number one priority by complying with all safe work practices, policies, and processes and acting in a safe manner at all times; Meet or exceed sales targets within assigned business accounts by developing and maintaining relationships with key stakeholders and decision-makers within the customers organization Maintain company contact information and document all sales calls, customer visits and business opportunities; coordinate and complete profile information as needed. Review, understand and use monthly revenue and receivable reports; maintain daily awareness of sales activities and results Obtain a minimum yearly goal in new business accounts. Coordinate customer visits with operational or other sales specialists as needed Sell all applicable lines of business (LOBs). Work with appropriate operational and pricing support groups to secure profitable business. Establish extensive knowledge of competitive pricing, Act as a liaison between assigned customers and servicing branches to facilitate issue resolution (accounts receivable, billing, service) Maintain current database through the use of CRM tool while providing accurate sales reporting Work with Sales Manager to formulate, develop, prioritize and implement territory strategies, penetration and business goals and objectives Demonstrate ability to negotiate pricing and contract requirements; During customer sales calls, determine adequacy of present levels of service and recommend adjustments What does it take to work for Clean Harbors? 2+ years related sales experience; Previous industrial experience considered a strong asset; Proficient in MS Word, Excel and Outlook; CRM and social media experience; Familiarity with industries and communities in territory; Willingness and ability to travel up to 25% of the time. 40-years of sustainability in action. At Clean Harbors, our mission is to create a safer, cleaner environment through the treatment, recycling, and disposal of hazardous materials. Clean Harbors is the leading provider of environmental, energy and industrial services throughout the United States, Canada, Mexico and Puerto Rico. Everywhere industry meets environment, Clean Harbors is on-site, providing premier environmental, energy and industrial services. We are solving tough problems through innovation and proven methodology – come be part of the solution with us. Join our safety focused team today! To learn more about our company, and to apply online for this exciting opportunity, visit us at [website] For additional information about driver career opportunities, please call us at 1-833-32-DRIVE Clean Harbors is an equal opportunity employer. We do not discriminate against applicants due to race, ancestry, color, sexual orientation, gender identity, national origin, religion, age, physical or mental disability, veteran status, or on the basis of any other federal, or local protected class. Clean Harbors is a Military & Veteran friendly company. *CH #LI-HP1

Example 2

*Company Introduction* Genesis Mortgage Investment Corporation (GMIC) is one of Canada’s fastest-growing investment funds, with an 8-year track record of earning investors a stable return (8.24%). In addition, we have established ourselves as a strong and conservative alternative investment firm. Our growth can be attributed to a mindful approach and a remarkable team. Having reached $160 million in assets, we are well-positioned to grow into new markets and expand our offer of great alternative investments. We work in a fluid and fast-paced environment that is in complete growth mode – we are looking for motivated, self-starters who want to contribute to a great mission! This is an amazing opportunity to join a company with rapid growth and plenty of opportunities to show-off your skills! *Gentai Asset Management Corp.* is an exempt market dealer (“*EMD*”) registered with the Alberta Securities Commission, the British Columbia Securities Commission and the Ontario Securities Commission, providing investment opportunities in private and public issuers to qualified investors. This position is for hire under *Gentai Asset Management Corp.* *The Role * Gentai is seeking a detail-oriented, dynamic, and creative Account Management Associate to join our team! You will help us ensure that our clients receive exceptional customer service and support, while carefully maintaining a high level of accuracy and confidentiality. You will be responsible for managing various aspects of a client’s experience and assisting them throughout the investment process. Your role is to prepare client account documentation and process transactional activities. You employ processes and workflows that deliver consistent and accurate results. You will play an integral role in providing exceptional client service through effective communication, accountability, and teamwork. The Account Management Associate will play a critical role in the overall client experience. The role will report into the Managing Director of *Gentai Asset Management Corp.* *Responsibilities* * Prepare and process client documentation including account applications and transfer forms * Provide services and prepare paperwork for the Dealing Representatives * Record purchases and sales, clerical duties, correspondence * Ensure all trades and documents are met to compliance standards * Handle all types of client accounts including Registered & Non-Registered accounts * Prepare Private Placements for all subscribers and meeting the deadline on a timely manner * Customer service duties for multiple relationship managers and their clients * Process administrative requests including asset transfers, registered plan transactions, banking, and client reporting * Client Systems update and maintenance * Assist other team members other assigned duties as required *Qualifications* * At least two years of experience in the financial, accounting or similar industry * Fluent in both English and Mandarin is a must * Post-secondary education, related field – finance or accounting background is preferred * You are ambitious, your career is your priority * High degree of integrity, accountability, and professionalism * Completion of CSC or will be after joining Gentai * Excellent interpersonal and communication skills including verbal and written * Demonstrate a meticulous attention to detail and a high degree of accuracy * Results driven approach to all with a strong follow through * Proficiency with Microsoft Office Gentai provides a career progression path. The firm will offer training to successful and willing candidates who want to become a Dealing Representative. *Compensation Details* * Full-Time, Permanent Position * Competitive Annual Salary and annual bonus program * Office-based position out of our Richmond location * Hours are Monday to Friday, 9:00am to 6:00pm * Extended Health Benefits paid for 100% by the company * RRSP matching * Paid Vacation and Sick Leave Job Types: Full-time, Permanent Schedule: * Monday to Friday Education: * Bachelor's Degree (preferred) Language: * English (required) * Mandarin (required) * CSC Certification (preferred) Work remotely: * No

Example 3

Summary IT Glue, a Kaseya company, is a successful, award-winning local Software-as-a-Service (SaaS) company founded in [phone number]We make organizations more efficient by making mission-critical processes and business documentation readily available. According to LEAN, a typical business is made up of 60% waste. Imagine if there were a software solution that could help cut that in half… Kaseya has achieved sustained, strong double-digit growth over the past several years and is backed by Insight Venture Partners [website] and TPG [website] two of the leading global private equity firms investing in high-growth technology and software companies that drive transformative change in the industries they serve. To learn more about our company and our award-winning solutions, go to [website] Job Description Currently in hyper-growth, we are looking for an Account Manager to help take our sales to the next level. You'll be instrumental in growing IT Glue’s business and developing strategies to maximize revenue. You bring a proven track record of delivering high-quality products and are a pro at creating experiences that delight our partners. Responsibilities Engage and strategize with partners to determine their needs and true requirements; Be the external voice of IT Glue and educate partners on all sales resources available to them; Work with our partners all over the world to manage the growth and expansion of their IT Glue accounts to achieve monthly targets; Accurately forecast all activity details in our CRM in alignment with monthly metrics and KPIs; Accurately build out timelines with our partners to grow and expand their accounts; Maintain a knowledge base of market behaviour and trends to better respond to partner needs; Listen and respond to inquiries with empathy and sound knowledge; Contribute operationally to the growth of the Company. Required Skills 1-2+ years experience in customer service or customer facing sales; Experience working in a fast-paced, dynamic and entrepreneurial environment; Self-starter persona, dependable and the ability to respond quickly and accurately on multiple priorities; Proven track record of execution in strategic campaigns, driving lead generation, and sales pipeline activity; A fun, creative approach and you’re not afraid to get weird; Experience in SaaS preferred; Awesome communication skills with a positive and upbeat personality; Experience presenting to prospective MSPs as well as end user partners an asset About IT Glue IT Glue is a proven, best practices-driven IT documentation platform packed with features designed to help you maximize the efficiency, transparency and consistency of your team. Documentation is your most precious [website] nurture it and gain instant results. We are changing the one MSP at a time. We invite all qualified candidates to apply. Please note, you must be eligible to work in Canada to be considered for this role and priority will be given to local applicants. We thank everyone for their interest, however only successful applicants will be contacted. All interviews will be conducted via Zoom and the position will be 100% remote until work from home restrictions are lifted. No Recruiters and no phone calls, please! We are proud to be an equal opportunity workplace committed to building a team culture that celebrates diversity and inclusion. Kaseya provides equal employment opportunity to all employees and applicants without regard to race, religion, age, ancestry, gender, sex, sexual orientation, national origin, citizenship status, physical or mental disability, veteran status, marital status, or any other characteristic protected by applicable law

Example 4

*_Responsibilities_* Responsible for ongoing service to customers to support business plans * Respond to inbound calls * Initiate and review orders with purchasing. * Forecast and set goals to meet customer requirements. * Plan and process customer releases. * Review and analyse inventory levels. * Provide continuous improvement plans for customer concerns, supply issues, and inventory management. * Customer relations, process management. * Communication, organization. * * Computer skills. * Analytical skills, ability to work with forecasts, history, patterns. * Professional and courteous attitude in all working relationships *_Benefits_* * Maksteel is one of the leading steel service centres in Canada, with recent expansion into the USA. * Employees have access to an excellent group benefit plan with medical, dental, disability, life insurance, and pension benefits, in addition to competitive salaries and profit sharing. * Successful candidates will thrive in an environment where co-workers are encouraged to build relationships with other departments to meet customer needs. * Training takes place throughout an employee's career, and internal promotion is encouraged. * Company events bring co-workers together with barbecues, sporting events, ice cream truck service, patio area, company apparel (T-shirts, jackets, water bottles, etc.) * Maksteel's executive management committee is dedicated to the company's success and has a commitment to meet the needs of the customers and employees alike! Reference ID: Account Manager Job Types: Full-time, Permanent Additional pay: * Bonus pay Benefits: * Company events * Company pension * Dental care * Disability insurance * Employee assistance program * Extended health care * Life insurance * On-site parking * Paid time off * Profit sharing * Tuition reimbursement * Vision care * Wellness program Schedule: * Day shift * Monday to Friday COVID-19 considerations: Safety of employees and visitors is the company’s primary concern. Daily screening, masking, increased sanitization, and implementing new protocols as the pandemic evolves are all practiced at Maksteel. Work remotely: * Temporarily due to COVID-19

Example 5

Leading integrator and global distributor of “C Class” components with a core competency of specialty fasteners and engineered machined components in Markham, Ontario is looking for a full-time Account Manager. *Position Responsibility* Customer Management/Account Management * Act as single point of contact (SPOC) for assigned customers. * Provide program order management to increase customer sales through, but not limited to, phone calls, email, mailing and fax to communicate opportunities to extend initiatives with the company. * To manage the risk & opportunities around demand / supply planning, supply and logistics for the Company and its customers and to determine risks to Company revenue and report and/or take action accordingly. * Cooperating with Sales Representatives to determine essential strategic approaches for sales. * Outbound and inbound account management. Order Fulfilment Process * To create and ensure a solid understanding of the deliverables of major accounts. * To ensure that all customer requirements are understood and customer’s documents have been received. * To solicit es from vendors with guidance from Strategic Sourcing or published source list. * To ensure es obtained from Company’s suppliers meet all requirements. * Mitigate Liability with new vendors by executing a Non-Disclosure Agreement. * Coordinate special sourcing, production and/or drawings as necessary. * Participate in customer interactions from obtaining Purchase Orders to part identification for proper ing sales, including spec/sample, supply/demand analysis and forecasting. * Identify and follow up on BOM requirements, including possible discrepancies to customer. * Handling cancellations or changes in sales order and communicating the changes with the related departments. * Coordinating with purchasing for status on orders from related customer’s program ensuring the delivery commitment to clients is met. System’s Processes * Enable continuous Company reporting and communications that is frequent and bi-directional. * Maintain systems and procedures to ensure accuracy and consistency, including order/line points. * Maintain/Update complete knowledge of all inside sales tasks and programs. * Emphasizing service or product features and benefits, ing prices, and preparing sales order reports or forms. * Capturing of accurate and complete information in Pipe Drive software and P21 systems. Customer Satisfaction · Deadline oriented targeting 100% on time response deliverables. * Proactively attain customer feedback while achieving targets/goals to ensure positive customer satisfaction. · Assist with customer mailings including Customer Surveys, catalogues and general mailing where required. *Experience Requirements* * Demonstrated people-oriented management experience, including 5+ years overall business experience in a sales capacity * Exceptional verbal and written communication skills. * Proven ability to manage detail on multiple projects simultaneously, including the prioritization of assignments for full follow–up to ensure task completion. * Highly proficient level computer skills including MS Word, PowerPoint, Excel and Outlook. * Excellent telephone sales personality skills. * Should be proficient in Pipe Drive Software and P21 Systems. * problem resolution and creative thinking skills. * Able to multi-task activities with shifting prior * Preference will be given to individual with industry experience *Educational Requirements* · College degree in a business or technical discipline or equivalent work experience in related filed. · Computer literacy, including effective working skills of MS Word, Excel, PowerPoint, Adobe products and e-mail required Reference ID: Account Manager Application deadline: [phone number]12-03 Job Types: Full-time, Permanent Salary: per year Additional pay: * Commission pay Benefits: * Extended health care * On-site parking Schedule: * 8 hour shift * Monday to Friday Work remotely: * Temporarily due to COVID-19

Account Manager duties and responsibilities

Account Managers may handle accounts for multiple clients at the same time. One of their primary duties is to ensure that the work produced satisfies customers. Some common duties and responsibilities of an Account Manager include:

  • Forecasting and monitoring account metrics for each client
  • Communicating progress of quarterly, monthly, and yearly initiatives to stakeholders
  • Preparing account reports as requested by clients or supervisors
  • Collaborating with other teams and departments to meet client needs and create new opportunities
  • Ensuring timely and accurate delivery to meet customer needs and aims
  • Providing customer service to clients on all accounts
  • Negotiating contracts in the best interests of clients and organizations
  • Developing beneficial working relationships with all relevant stakeholders

Account Manager skills and qualifications

A successful Account Manager candidate has various prerequisite skills and qualifications to complete their expected duties. Some of these expectations include:

  • Analytical skills to review client data
  • Customer service experience to handle clients and customers from different industries and backgrounds
  • Problem-solving abilities to help meet customer challenges
  • Organizational ability and attention to detail to manage multiple accounts at one time
  • Time management and multitasking skills to transition among client accounts easily
  • Negotiation skills for creating and settling contracts
  • Knowledge of the most common and most recent industry best practices
  • Exceptional verbal and written communication skills to converse with clients

Account Manager experience requirements

When reviewing resumes of Account Manager candidates, look for those who have previous experience in related industries. You may prefer candidates with a history of customer service experience or proficiency in leadership roles. Candidates with internships or entry-level positions in sales and marketing or who have experience as Assistant or Junior Account Executives may also be qualified for the role.

Account Manager education and training requirements

Education and training requirements for an Account Manager may vary by industry. Candidates should have basic knowledge of the markets, products, services, or client types in their field. You may prefer candidates with a bachelor’s degree in areas such as sales, marketing, or business administration. You may also look for candidates with Key Account Manager Training courses on their resumes.

Account Manager salary expectations

According to Indeed Salaries, the average Account Manager salary in Canada is $51,212 per year. Salaries vary based on geographical location, type of institution, and level of experience.

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Account Manager job description FAQs

Does an Account Manager have different responsibilities in different industries?

Account Managers typically perform similar duties no matter what company they work for, ensuring the timely delivery of products, and handling all aspects of an individual client account. However, because Account Managers work in a variety of different industries, the content of the accounts, the clients themselves, and the expectations of customer satisfaction may differ in each industry.

What is the difference between an Account Manager and an Account Executive?

An Account Executive primarily focuses on finding and recruiting clients to work or sign with a specific company. In contrast, Account Managers spend more time handling a client’s needs after they’ve already signed a contract and partnered with the organization. Depending on the company, a candidate may perform the tasks of both roles.

To whom does an Account Manager report?

Account Managers may report to Account Directors or Agency Directors. These roles oversee multiple Account Managers and client groups in different sectors of a company. They may help Account Managers decide how to deliver the best possible quality to clients. They can also work through issues with Account Managers to meet client needs. 

What makes an Account Manager job description stand out?

Adding a summary of the Account Manager’s tasks, the size of the team, and the number of client accounts they’ll manage can also be important. A mention of a competitive salary and key employee benefits, such as PTO and health insurance, is also helpful.

Job Description Examples

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