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How to Write An Account Representative Job Description Sample

An Account Representative, or Client Account Coordinator, is someone who acts as the point of contact between their company and their clients. The main responsibilities of an Account Representative are often answering any questions a client has, helping to renew contracts, and updating clients on any new products or company programs.

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What does an Account Representative do?

An Account Representative generally works on the sales or customer service team and helps to ensure a company’s clients are satisfied with the products and services they’ve received. An Account Representative is responsible for inputting any data into a CRM system that pertains to communications with the clients. Account Representatives can either visit clients in-person or manage an account remotely. Ultimately the role of an Account Representative is to build long-lasting relationships with clients.

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Account Representative Job Description Examples:

Account Representative duties and responsibilities

When writing a job description for an Account Representative, it is important to specify the main functions of the role. Some of these important duties and responsibilities may include: 

  • Clearly communicating company values and updating clients on any new products, programs, or marketing initiatives
  • Consistently achieving monthly or quarterly targets
  • Proactively maintaining communication channels with clients via phone, email, or face-to-face meetings
  • Accessing company CRM systems to access analytics about customers and contracts to create reports for senior leadership
  • Onboarding new clients to help them understand the full suite of company products, programs, and services
  • Acting as the point of contact if clients have any issues and helping them work through problems

Account Representative skills and qualifications

A successful Account Representative candidate possesses various prerequisite skills and qualifications for the duties of this job. Some of these may include: 

  • Ability to work independently and as part of a team
  • Excellent organizational and time management skills
  • Excellent interpersonal, oral, and written communication skills
  • Experience writing and delivering communications to other departments
  • Ability to work with little supervision and the ability to take initiative
  • Strong attention to detail
  • Ability to build long-lasting and meaningful relationships with clients
  • Analytical skills and ability to work with large data sets

Account Representative experience requirements

When reviewing resumes for an Account Representative, it is best to look for someone who has at least three to five years experience. A good Account Representative candidate should have prior experience working in sales or accounts. Prior experience in any form of administration or customer service could also be considered.

Account Representative education and training requirements

When reviewing resumes for an Account Representative, look for a candidate who has obtained at least a bachelor’s degree or four-year college diploma in business administration or a related field. If the role is to take place in a specific industry such as finance or healthcare, it is best to look for a candidate who has an education in that particular field or additional training certification. Account Representatives working in the financial industry may be required to have certification from the Canadian Securities Course (CSC).

Account Representative salary expectations

According to Indeed Salaries, the average salary for an Account Representative is $52,383 per year. The salary can vary depending on many factors including experience, location, or the company that is hiring.

Job description samples for similar positions

If an Account Representative role is not quite what you are looking for, other related job descriptions include: 

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Account Representative job description FAQs

What qualities make a good Account Representative?

When looking for an Account Representative, look for someone who has excellent interpersonal skills and a pleasant demeanor. A good Account Representative candidate should be able to hold a conversation very well and be an engaging person. Account Representatives should also have excellent negotiation skills and the ability to provide high-quality customer service.

What makes a good Account Representative job description?

Because the role of an Account Representative can cover many different duties and responsibilities, it is important to be as specific as possible about the day-to-day duties that will be performed by a successful candidate. If the role is expected to hit a certain monthly or quarterly target, be sure to mention that as well. Some Account Representative roles require candidates to work with clients on weekends and weeknights so, if this is the case for your role, be sure to mention that as well.

Job Description Examples

Need help writing a job description for a specific role? Use these job description examples to create your next great job posting. Or if you’re ready to hire, post your job on Indeed.

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