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How to Write An Account Representative Job Description Sample

Edited by Indeed Employer Content Team
Last updated October 8, 2025
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Indeed’s Employer Resource Library helps businesses grow and manage their workforce. With over 15,000 articles in 6 languages, we offer tactical advice, how-tos and best practices to help businesses hire and retain great employees.

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7 min read

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.

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:

Example 1

Entry Level Account Representative - Novalink Marketing

Novalink Marketing is a leading sales and direct marketing company based in St. Johns, NL. We specialize in face-to-face customer acquisitions, leadership and coaching, with a major focus on cable and the telecom industry, representing one of Nova Scotia’s most well known telecom brands.

We are looking for driven, entrepreneurial-minded and energetic people to help us grow our sales team in Halifax.

Why work with us?

  • Career growth and advancement opportunities.
  • High compensation - uncapped commissions.
  • Advanced sales and lead data tracking systems.
  • Team oriented business culture - weekly and monthly group activities.
  • Travel opportunities around the Atlantic provinces and the rest of Canada.
  • We offer competitive salary, commission and benefits package.

Responsibilities

  • Attend daily team meetings and workshops.
  • Meet face-to-face with new & existing customers.
  • Process new orders for internet, cable, cell phone and home security plans.

Requirements

  • Pass basic background check.
  • Have a cell phone
  • Be eligible to work full-time in Canada.
  • Strong interpersonal and communication skills.
  • Open minded and eager to learn.

Our schedule is Monday through Friday from 12PM - 8PM.

Job Types: Full-time, Permanent

Salary: From $45,000.00 per year

Benefits:
  • Dental care
  • Extended health care
Flexible Language Requirement:
  • French not required
Schedule:
  • 8 hour shift
  • Day shift
Supplemental pay types:
  • Bonus pay
  • Commission pay



Ability to commute/relocate:
  • North York, ON: reliably commute or plan to relocate before starting work (preferred)

Experience:
  • Customer service: 1 year (preferred)

Shift availability:
  • Day Shift Location: In person

Example 2

Artron is a leader in the medical devices industry, specializing in rapid diagnostics products. Headquartered in British Columbia, our operations span globally to meet the various needs of partners around the world. We pride ourselves on providing the best products and customer service to our clients through our innovative technology and collaborative work culture.

Our BC head office location is seeking full-time Sales Account Managerto support out growing client base.

Responsibilities:

· Focus on nurturing prospects and close deals (B2B).

· Manage, grow, and maintain existing account.

· Negotiate and customized plans with new prospects and clients.

· Maintaining close relationships to ensure continuously returning customers and portfolio growth.

· Maintain track of Key Performance Indicators (KPI’s).

· Exceed quarterly sales targets.

· Coordinate with the marketing department to create marketing campaigns in specific territories.

· Support regulatory team to maintain up to date regulatory requirements in specific territories.

Qualifications:

· University Bachelor’s degree in Business Administration, Marketing, or a related field.

· Experience researching online for new companies, cold calling, qualifying leads, prospecting, closing deals, and nurturing accounts.

  • 1 years experience in B2B inside sales
  • Experience with Salesforce CRM

· Excellent communication skills, (spoken and written) in the English language

· Strong analytical skills with Microsoft (Excel, Word, and Power Point), Google Suite (Gmail, Sheet, Slide, and Docs).

· Strong prioritization, time management and organizational skills

· Exceptional Interpersonal Skills

· Availability to work in Vancouver and travel

Preferred:

· Second Language: French / Arabic

· Experience participating in trade shows

· Experience in medical industry

Job Type: Full-time

Salary: $38,500.00-$51,000.00 per year

Benefits:
  • Dental care
  • Extended health care
  • Vision care
Schedule:
  • 8 hour shift
  • Monday to Location: In person

Example 3

Affinity Program Account Representative (Edvantage Program) (Hybrid or Onsite) OTIP (Ontario Teachers Insurance Plan) is a member-focused, service-driven organization that puts people, both our members and our employees, first. We are committed to providing a positive work environment and to developing careers. We’re looking for someone to join our team as a: Affinity Program Account Representative (Edvantage Program)
  • Are you a relationship builder extraordinaire?
  • Do you enjoy the challenge of delighting customers while growing a business?
  • Are you energized by working in a collaborative team environment? If the above sounds like you, then consider OTIP for your next career move! As a member of our Edvantage team, this Representative will drive program and revenue growth by:
  • Nurturing and developing trusted relationships with program partners,
  • Increasing revenue from existing and new partners,
  • Forecasting, tracking and reporting partner success metrics,
  • Working with the Edvantage Call Centre team regularly handling member and group inquiries or escalations to partners,
  • Collaborating with the Marketing team to increase partner engagement and help achieve partners’ goals,
  • By researching new partner opportunities and identifying program enhancements that will meet our members needs and the vision of the program. If this opportunity sounds interesting, and you meet the following requirements, you might be the person we’re looking for. We need someone who has:
  • 3-5 years’ experience acquiring and developing relationships with external business partners.
  • Solid business communication skills: phone, emails, virtual forums and in person, including presentations.
  • An understanding and a familiarity with affinity programs or a loyalty program is an asset.
  • A working knowledge of Salesforce CRM system, or similar platform (eg, creating accounts, tracking and reporting).
  • A university degree in business or a related subject. If you are interested in this opportunity, please
  • apply online. OTIP and its group of companies strive to create an accessible and inclusive work environment where everyone is treated with respect and dignity. Upon individual request, we will endeavour to remove any barrier to the recruitment and selection processes and provide accommodations for persons with disabilities. As a business, we protect what matters most to our members. As an employer, we value what matters most in our workplace. Together, this includes fostering a diverse, equitable and inclusive environment for all. We are committed to learning and evolving so we can continue to celebrate what makes us special. You are who you are, and our differences are what make us unique. We are an equal opportunity employer and encourage applications from all qualified individuals. We thank all applicants for their interest; however, only candidates selected for an interview will be Type: Full-time

Example 4

Do you possess a LLQP license (within the last 2 years) that allows you to sell life, accident and sickness insurance products? We want to talk to you.

As one of the top Desjardins Insurance agencies in Canada, we are looking for a motivated professional with demonstrated life insurance sales experience who wants an opportunity to market a full suite of insurance and financial services products instead of just a single product line.

Key Responsibilities for this position include:

- Inside Sales and Customer Service Role: Selling and servicing a full suite of insurance and financial services products ranging from auto, home, commercial, life, disability and other financial services to both existing and new clients.

- Telephone and Marketing activities: Answering inbound customer sales inquiries, following up with leads, conducting insurance and financial reviews, and creating additional opportunities by cross selling and pivoting. No cold calling but you should not be afraid of picking up the phone to build referral relationships with industry partners such as car dealers, realtors and property managers. Success is being comfortable doing the uncomfortable.

As a trusted professional providing insurance and financial services, you must have no previous criminal nor poor credit history (bankruptcies/collections/bad debts).

Your compensation will include a competitive base salary, commissions, quarterly and annual bonuses with first year target income between $55,000 - $70,000. There are no out of pocket costs to work with us. We pay you to work with us and not the other way around. This is a traditional inside sales role in an office environment focused on product sales and not recruiting nor selling to your family and friends to succeed. No travelling to see clients. No evening nor weekend work requirements so you can have work life balance.

Having both a LLQP license (to market life, accident and sickness products) and a General Level 1 Insurance license will be an employment requirement to start. Free training to pass an insurance exam is provided to committed candidates who don’t hold a General Insurance license. Advancement opportunities are available.

If you are serious about success, personal development and willing to work hard to better your career and financial future, please apply through this site with your resume and cover letter to:

Ted Yan, Desjardins Insurance Agent
203 - 8408 Elbow Dr SW
Calgary AB
T2V 1K7
“Providing Insurance and Financial Services"
[website]

No telephone calls please. Only LLQP licensed candidates that meet our criterias will be considered.

Job Types: Full-time, Permanent

Salary: $55,000.00-$70,000.00 per year

Benefits:
  • Extended health care
Schedule:
  • 8 hour shift
  • Day shift
  • Monday to Friday
  • No weekends
Supplemental pay types:
  • Bonus pay
  • Commission pay

Licence/Certification:
  • General Level 1 license license (required)

Example 5

At ET Transport, it is our mission to provide customers with reliable transportation solutions custom-tailored to their unique needs. Our Dispatchers and Logistics Coordinators are a key component in ensuring customer satisfaction. ET Transport has two main terminals with warehousing facilities and 2 additional drop-yards.

Responsibilities:

- Working with shippers, receivers, customs brokers, customers, and potential customers over the phone and through email.

- Finding availability, covering FTL and LTL shipments for Account Managers. In Bound, Out Bound and Cross Border load booking required.

- Arrange transportation, Dispatch load confirmations to carriers and fleet dispatchers, orchestrate pick-ups and deliveries to meet customer requirements.

- Managing activities throughout the order fulfilment and transportation cycle to make sure established deadlines are met

- Tracking and tracing loads throughout the shipment process. Updating customers on shipment status in a timely manner.

- Continually reviews freight costs, transportation rates, and/or the prices of different equipment to keep costs down where possible

- Updating shipment statuses and closing orders in dispatch software, uploading PODs into orders once a shipment has delivered.

- Working with Accounting Team to ensure customer invoices are billed correctly to the Customer and any billing discrepancies are resolved in a timely manner

- Following SOP procedures when on boarding new partner carriers, the brokerage department will be working with.

Qualifications:

Must have at least 2 years of dispatching experience

-Knowledge of LTL and FTL Shipment Sizes, type of equipment needed for various types of freight and shipment sizes for over the road shipments.

-Excellent Customer Service and geographical knowledge within North America an asset.

-Knowledge of: LoadLink, Dispatch softwares, HubSpot

-Knowledge of ACE, ACI, CTPAT, PIP, FAST, CSA, Hazmat

-Outlook, Microsoft applications,

-Fluent in English

-Must be a team player with the ability to work in a fast-paced environment and must also be willing to be independent.

-Strong ability to work well under pressure, meet strict deadlines

-Strong organizational skills and attention to detail.

-Ability to communicate over the phone and using email.

-Must have good negotiation skills be persuasive and energetic

Job Types: Full-time, Permanent

Salary: $35,000.00-$40,000.00 per year

Benefits:
  • Dental care
  • Extended health care
  • Vision care
Schedule:
  • 8 hour shift
  • Monday to Friday

Ability to commute/relocate:
  • Concord, ON: reliably commute or plan to relocate before starting work (required)

Experience:
  • dispatching: 1 year (preferred)
  • Cross Boarder Trucking: 1 year (preferred)
  • LoadLink: 1 year (preferred)

Language:
  • English Location: One location

Example 6

Job Description

OUR Client, A MULTI-National Leader IN THE Millwork Industry WITH OVER 30 Locations THAT Produce & SELL Interior Finishings Across NORTH America, Featured ON HGTV, STYLE AT HOME AND HOUSE & HOME, ARE Looking FOR AN Inside Account Representative, WHOSE Ambition IS TO GROW INTO AN Outside SALES Representative. IF YOU LOVE Interacting WITH ClientS & Solving THEIR Questions, THIS IS THE ROLE FOR YOU !

Responsible for providing Inside Sales support, the successful candidate will also be responsible for developing & maintaining customer relationships, keep current on company products, sales procedures & market conditions. Reporting into the Sales Operations Manager, this individual is a key contributor to the Sales team, focused on achieving sales targets in line with the values of the company.

Key Responsibilities:

  • Develop & maintain positive customer relationships through timely & accurate customer service.
  • Work closely with the Sales team as well as liaison with the Operations team to satisfy customer inquiries & provide a top tier customer experience.

Major Responsibilities: #1). Customer FOCUS -

  • Timely & accurate execution of sales orders & customer inquiries (ETA/Quotes/Stock Checks, etc.)
  • Fielding customer calls & emails, ensuring follow up to close the loop, where answers are not readily available.
  • Liaise between Operations & customers to manage delivery expectations and support in customer order issue resolution (missing or damaged product/returns/credits, etc.

#2). Teamwork -

  • Collaborate within cross-functional teams & management to keep customers up to date on all matters of the business including but not limited to: minimum shipping quantities, pricing updates, order cut offs, shipping timelines, product availability, etc.

Leadership Competencies involved in this role -

  • Strategic Thinking - Assists the team in the development of mid-to-long term strategies Business Understanding
  • Business Understanding - Bring a 'business-first' mentality
  • Project Management - Confidence in project delivery, committed to increasing satisfaction by clarifying expectations, assuming responsibility for solving problems, providing timely updates & ensuring commitments are met.
  • Collaboration - Demonstrates the ability of working together with others/groups to achieve the desired solution is delivered.

Salary is $50,000.00 - $60,000.00 + Full Benefits and all tools required to perform position.

*Hybrid work schedule, 2 days remote, 3 in office once training is achieved.

Company Description

We are a retained firm representing our client.

Platinum Edge

Job Type: Full-time

Salary: $32,105.09-$89,427.06 per year

Schedule:
  • 10 hour shift
  • 8 hour shift

Experience:
  • sales: 1 year Location: On the road

Example 7

Position Overview:

As a Business Account Representative, you will be responsible for identifying, targeting, and acquiring new business opportunities in the sheet metal fabrication industry. We are looking for a proactive, self-motivated individual with a strong track record in B2B sales, ideally within the manufacturing and metalworking sectors. However, a strong technical acumen may be considered.

Key Responsibilities:

Actively seeking out and developing new business opportunities to expand the client base.

Develop and maintain a robust sales pipeline through market research, cold calls, networking, and other lead-generation activities.

Conduct in-depth needs analysis to understand clients' requirements and provide tailored solutions, working closely with the sales and marketing teams to identify potential leads and develop strategies for approaching them.

Prepare and deliver compelling sales presentations to key decision-makers.

Collaborate with the engineering and production teams to ensure seamless project execution.

Build and nurture long-lasting client relationships to foster repeat business and referrals.

Stay up-to-date with industry trends and competitors to maintain a competitive edge.

Meet and exceed sales targets and revenue goals.

Manage relationships with current clients to ensure their needs are met and to identify opportunities for upselling or cross-selling.

Report on sales activities, pipeline development, and progress towards targets.

Qualifications:

Bachelor's degree in Business, Sales, or a related field (preferred).

Proven track record of at least 3 years in B2B sales, preferably in sheet metal fabrication or a related industry.

Strong understanding of sheet metal fabrication processes and materials is desired, but not critical.

Exceptional communication, negotiation, and presentation skills.

Self-motivated, goal-oriented, and able to work independently.

Proficiency in CRM software and Microsoft Office Suite.

What We Offer:

Competitive base salary and attractive commission structure.

Opportunities for career growth and advancement.

A collaborative and supportive team environment.

Cutting-edge technology and resources to support your sales efforts.

Ongoing training and professional development.

Private office.

What We Offer:
  • Competitive base salary and attractive commission structure.
  • Opportunities for career growth and advancement.
  • A collaborative and supportive team environment.
  • Cutting-edge technology and resources to support your sales efforts.
  • Ongoing training and professional development.

Job Types: Full-time, Permanent

Pay: $62,000.00-$70,000.00 per year

Benefits:
  • Casual dress
  • Company events
  • Dental care
  • Employee assistance program
  • Extended health care
  • Life insurance
  • On-site parking
  • Paid time off
  • Work from home
Schedule:
  • Monday to Friday
Supplemental pay types:
  • Commission pay



Ability to commute/relocate:
  • Port Coquitlam, BC V3C 5W9: reliably commute or plan to relocate before starting work (required)

Experience:
  • B2B sales: 3 years (required)

Licence/Certification:
  • Driving Licence Location: In person

Example 8

Our Company

Founded in 1977, CARMA is 100% Canadian owned and operated, with its head office and manufacturing facility located in Lindsay, Ontario. We were the first Measurement Canada approved supplier of electronic submetering systems and continue to be the market leader, with over 250,000 meters installed. Operating across Canada with offices in Toronto, Ottawa, Edmonton, Calgary and Vancouver. CARMA ensures first-rate customer care, regulatory compliance, quality control, financial tracking and accountability.

We are looking to add a full time Customer Care /Account Representativeto our Lindsay team.



Customer Care Responsibilities

  • Answer incoming phone calls and emails from occupants/property managers of multi-residential/commercial buildings, nationwide;
  • Provide customers with product and service information; address customer inquires and respond to account and billing inquiries and adjustments, requests for service and other issues related to utility billing;
  • Resolve billing or service complaints and refers grievances to designated departments for investigation;
  • Respond promptly to customer inquiries and maintain a positive, empathetic and professional attitude toward customers at all times;
  • Keep records of all conversations database in a comprehensible way;
  • Recognize, document and alert the supervisor of trends in customer calls;
  • Route calls to appropriate resources.




Account Representative

  • Build sustainable relationships and engage occupants by taking the extra mile;
  • Deliver a personalized 1:1 customer experience with property managers;
  • Manage filing, mailing, correspondence and other administrative tasks;
  • Communicate and coordinate with colleagues as necessary;
  • Actively pursue overdue accounts and collection activity;
  • Routine accounting work processing payments utilizing utility software, invoicing and accounts receivable documentation, maintenance and reconciliation;
  • Complete contract forms, prepare change of address records, and issue discontinuance orders;





Knowledge/Skills/Abilities

  • Strong phone and verbal communication skills along with active listening;
  • Familiarity with CRM systems and practices;
  • Knowledge of customer service practices and principles;
  • Ability to handle stressful situation appropriately;
  • Excellent data entry and administrative skills; accuracy and attention to detail;
  • Previous experience or knowledge of utility billing is an asset;
  • Understanding of Ontario Energy Board Regulations (OEB);
  • Self-motivated and will take the initiative to work with limited supervision;
  • Ability to calculate figures and amounts such as discounts, interest, proportions, and percentages;
  • Numerical Competence; ability to solve complex problems, manage and analyze data;
  • Exceptional organization and time management skills; ability to multitask and manage time effectively.





Qualifications

  • High School graduate with 1-3 years customer support experience;
  • Proven track record of over-achieving a and goals;
  • Knowledge of Microsoft Office applications, particularly Excel, Word, and Outlook;
  • Bilingualism (French/English) and/or proficiency in a second language is considered an asset;
  • Experience with Harris NorthStar or other utility grade Software is preferred.




Working Conditions

  • Incoming calls, providing customer support nationwide;
  • Office environment using computer, phone, software & other office equipment;
  • Will sit for long periods of time;
  • On occasion, may be required to work evenings or weekends to meet department deadlines.




We thank you for your interest; however, only successful applicants will be contacted.

CARMA group of Companies is committed to meeting the accessibility needs of persons with disabilities in an effective and timely manner in accordance with the applicable standards set out in the Accessibility for Ontarians with Disabilities Act, 2005 (AODA), the provisions of the Ontario Human Rights Code, and any other applicable legislation. We foster an inclusive organizational culture as an Equal Opportunity Employer.

Job Types: Full-time, Permanent

Benefits:
  • Disability insurance
  • Extended health care
  • Life insurance
Schedule:
  • Monday to Location: In person
Our mission

Indeed’s Employer Resource Library helps businesses grow and manage their workforce. With over 15,000 articles in 6 languages, we offer tactical advice, how-tos and best practices to help businesses hire and retain great employees.

Read our editorial guidelines
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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

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