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:

 

Example 1

*Why F12?* Look no further if you seek the fast lane into an IT career or wish to supercharge your professional development. You will work hard with a diverse team and gain exposure to technology services in scores of businesses; your resume will become rich with experience and accomplishments. F12 is on a mission in [phone number]to elevate our employees to a minimum $70K salary – with career tracks beyond. We aim to do this by building and retaining an elite team of IT professionals equipped to deliver unmatched service to Canadian business leaders and their teams. We value humble service, and hard work, and we are looking for like-minded individuals to join us on our journey. As an Account Representative, you provide day to day operational & strategic support to maintain relationships with your assigned accounts. The successful candidate will work closely with clients and internal teams to best meet client’s needs. This role provides complete and dedicated client support and looks for opportunities to improve the client experience to ensure that F12 retains existing client business and volumes. *What You Will Be Doing* * Act as the primary contact, and fully own the relationship with your account base * Triage requests from your clients & ensure that urgent requests are prioritized and resolved quickly * Work to achieve deliverables and outcomes as determined by your Leader to maintain client satisfaction * Serve as a communication link between the client and internal teams * Complete all operational and transactional requests (ex: PC deployment) for your client. * Assist in creating project plans and communicating deadlines to clients and internal teams * Ensure client information is up to date in our CRM (ConnectWise) and maintain accurate account statistics * Educate Client on F12 processes that enhance service delivery such as understanding escalation paths *Who You Are* * 3-5 years in an Account Representative role * Experience within a similar industry is an asset * Effective at building relationships with internal stakeholders and clients * Business acumen and ability to discuss challenges with confidence and tact * Effective at building deep and lasting business relationships with account base *What You Can Expect from Us* We take pride in our dynamic culture that champions diversity and inclusivity and fosters a respectful working environment. We also want to make sure that however you get IT done in all parts of your life, we’ve got your back. Here are some of the components of our total rewards plan: ✓ Health Spending or RRSP Matching ✓ Three weeks vacation plus extra Flex Days ✓ Flexible Work Arrangements ✓ Reimbursements for educational advancement and certifications ✓ Leadership development opportunities and growth coaching Job Type: Full-time Benefits: * Dental care * Extended health care * RRSP match * Vision care Schedule: * Monday to Friday Experience: * Account Representative: 3 years (preferred)

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. 

What is the difference between an Account Representative and an Account Coordinator?

While the roles and responsibilities of an Account Representative and an Account Coordinator can sometimes overlap, an Account Representative is considered a more senior role. Account Representatives are generally the point of contact for clients whereas an Account Coordinator may offer support for clients in the background or on the behalf of an Account Representative. Account Coordinators perform more administrative tasks than Account Representatives.

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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