Your Guide to Writing an Account Manager Job Description (+ Free Templates!)

What’s the trick to making sure your growing list of client accounts gets personalized service?

Three words: an account manager.

Account managers are the liaisons between your company and your clients, determining client needs and keeping their relationship with your organization squeaky clean.

Part sales, part customer service — and entirely crucial to your customer’s experience.

This role is as challenging as it is in-demand, making it one of those hot jobs you’re always searching for. That’s why I’m breaking down everything you’ll need to include in an account manager job description, plus giving you some free templates to get started.

Why do job descriptions matter?

If you think a job title alone will draw in top talent, you might want to think again.

To really make a good first impression? You’ll want to make sure both the role and your company stand out.

On the company front, take this opportunity to share what’s so great about your organization! Why should the top account manager at your rival company want to abandon ship and come work for you?

Go ahead, brag a little.

Regarding the role itself, this is your opportunity to clarify exactly what you’re looking for in a candidate. (Trust me, this will save both you and unqualified applicants lots of time in the long run.)

What should an account manager job description include?

Before getting into the specifics of an account manager job description, make sure the standard information is mentioned. That includes:

  • Basic information about the role

That includes essential information like job title, salary or pay range, who this individual would report to, hours or shifts, and any overtime or weekend work.

  • Responsibilities of the job

Give the key objective of the role. Then list the general responsibilities and descriptions of key tasks.

(Try not to list every little thing they’ll be doing in the role. Stick to the tasks that will comprise 95 percent of their day-to-day.)

  • Qualifications

That means the education, experience, training, and technical skills necessary for entry into this job.

  • Special demands

List any extraordinary conditions applicable to the job (for example, heavy lifting, exposure to temperature extremes, prolonged standing, or travel).

Now, onto the role-specific details. In the case of an account manager that might include:

  • Any industry-specific experience that would make their transition into the role smoother
  • General traits that would benefit an account manager, like:
    • Strong communication and presentation skills
    • An energetic and flexible personality that can handle unexpected situations
    • Passion for working with people

Now that you have an idea of what should go into an account manager job description, here are two free templates to get you started!

I’ve included a formal and an informal option — make sure you customize it depending on your company culture!

ACCOUNTANT MANAGER JOB DESCRIPTION (FORMAL)

[Brief description about what the company does — consider this your elevator pitch to a potential candidate.]

[Company Name] is seeking an Account Manager to join our team in [Office Location.] In this role, you will be responsible for maintaining a positive relationship with your assigned accounts, fostering long-lasting relationships with new customers, generating revenue from your current clients, and actively seeking new sale opportunities. As the point person on your accounts, you will oversee all aspects of account management, including negotiating contracts and agreements to maximize profit.

QUALIFICATIONS

  • Bachelor’s degree preferred
  • [Number of Years] of experience in as an Account Manager, Key Account Manager, Sales Account Manager, Junior Account Manager or relevant role
  • Comfortable presenting to key stakeholders at all levels of an organization, including executive and C-level
  • Experience with [Your Company’s Preferred CRM Software]
  • Ability to deliver client-focused solutions to customer needs
  • Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail
  • Excellent listening and negotiation capabilities
  • Strong verbal and written communication skills

DUTIES

  • Serve as the lead point of contact for assigned customer accounts
  • Build and maintain strong, long-lasting client relationships
  • Negotiate contracts and close agreements to maximize profits
  • Deliver timely solutions according to customer needs and objectives
  • Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders
  • Develop trusting relationships with key accounts/stakeholders
  • Generate new business with existing clients and/or identify areas of improvement to meet sales quotas
  • Forecast and track key account metrics (e.g. quarterly sales results and annual forecasts)
  • Prepare reports on account status
  • Collaborate with sales team to identify growth opportunities within territory
  • Assist with challenging client requests or issue escalations as needed

BENEFITS

  • Competitive base [Include Salary or Range, if Known] and bonus packages
  • Performance-based rewards and recognition
  • Benefits package including medical, dental, and vision
  • [Number of Days] PTO
  • [Any Other Company-Specific Benefits]

HOW TO APPLY

To apply for the role, please send a resume, cover letter, and list of references to [Email Address/Other Method of Application.]

U.S. EQUAL EMPLOYMENT OPPORTUNITY/AFFIRMATIVE ACTION INFORMATION

Individuals seeking employment at [Company Name] are considered without regards to race, color, creed, religion, gender, gender identity, national origin, citizenship, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other protected classification. You are being given the opportunity to provide the following information in order to help us align with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

ACCOUNT MANAGER JOB DESCRIPTION (INFORMAL)

[Brief description about what the company does — consider this your elevator pitch to a potential candidate.]

[Company Name] is seeking an Account Manager to join our growing team in [Office Location.] Are you a relationship builder? (Let’s call you a connector.) Do you live and breathe client success? Does your drive in the workplace know no bounds? Then read on!

QUALIFICATIONS

  • Bachelor’s degree preferred
  • [Number of Years] of experience as an Account Manager or in a relevant role
  • Comfortable presenting to executives
  • Experience with [Your Company’s Preferred CRM Software]
  • Ability to deliver client-focused solutions to customer needs
  • Multitasking skills and sharp attention to detail
  • Excellent listening and negotiation capabilities
  • Strong verbal and written communication skills

DUTIES

  • Act as the lead point of contact for assigned customer accounts
  • Build and maintain trusting client relationships
  • Negotiate contracts and close agreements
  • Deliver solutions according to customer needs or goals
  • Communicate initiatives to internal and external stakeholders
  • Generate new business with existing client accounts
  • Track key account metrics (e.g. quarterly sales results and annual forecasts)
  • Prepare reports on account metrics
  • Collaborate with sales team to identify growth opportunities within territory
  • Assist with challenging client requests, if needed

BENEFITS

  • Competitive base [Include Salary if Known] and bonus packages
  • Performance-based rewards and recognition
  • Benefits package including medical, dental, and vision
  • [Number of Days] PTO
  • [Any Other Company-Specific Benefits]

HOW TO APPLY

To apply for the role, please send a resume, cover letter, and list of references to [Email Address/Other Method of Application.]

U.S. EQUAL EMPLOYMENT OPPORTUNITY/AFFIRMATIVE ACTION INFORMATION

Individuals seeking employment at [Company Name] are considered without regards to race, color, creed, religion, gender, gender identity, national origin, citizenship, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other protected classification. You are being given the opportunity to provide the following information in order to help us align with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.