An Account Manager is a person who manages and monitors assigned customer accounts. They are acting as the customer's main point of contact. In this blog post we describe the primary responsibilities and the most in-demand hard and soft skills for Account Managers.

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Main Responsibilities of Account Manager

The following list describes the typical responsibilities of an Account Manager:

Accelerate

• Accelerate customer adoption.

• Accelerate customer adoption by leading the implementation journey.

• Accelerate customer adoption through education and engagement.

Achieve

• Achieve / exceed budgets per brand for brands' annual budgets.

• Achieve / exceed sales quota.

• Achieve or exceed annual sales and margin targets.

• Achieve or exceed qualitative and quantitative objectives.

• Achieve or exceed the US Enterprise annual financial plans and ROI objectives.

• Achieve SI product / team targets consistency & responsible for SI business growth in market.

Address

• Address customer complaints or issues in coordination with respective required disciplines.

• Address policy change requests by processing endorsements.

Advise

• Advise account executives through deal closure & fulfillment.

• Advise on go-to-market releases for features affecting accounts you own.

Advocate

Advocate internal process improvement, oversee program strategies and analysis for tours.

Aid

Aid in creation of new business presentations, POVs, best practices and key process documentation.

Analyze

• Analyze and creates a plan for engaging the target market.

• Analyze and pursue new sales opportunities within our existing client base.

Apply

Apply sales best practices that are in keeping with Cascades' strategic orientations.

Assess

Assess and interprets client needs and requirements.

Assist

• Assist clients with service / claim / billing issues.

• Assist in developing, coordinating, and implementing strategic digital initiatives.

• Assist in development of process for communication and coordination of member touches.

• Assist in maintaining and updating catalogue / advertising materials and product samples.

• Assist in the development of best practices and help maintain clear documentation for all internal.

• Assist producers in processing new business and policy changes.

• Assist with the development of North American sales, pricing, product and distribution strategies.

Assume

Assume line management responsibility for a small group of consultants, AM level and below.

Attend

• Attend and present at client regional meetings.

• Attend applicable training, conferences, and learns new tools as needed.

• Attend local, regional and national meetings as directed.

• Attend networking events and trade shows as required.

• Attend sales meetings, vendor training, tradeshows and other PC events.

Balance

Balance all types of communication and responsibilities.

Build

• Build a deep understanding of industry trends, competitive landscape and how they impact our client.

• Build and lead full year Joint Business Plans.

• Build and maintain strong commercial relationship.

• Build and maintain strong, long-lasting client relationships.

• Build documentation, templates and standards within the team.

• Build effective relationships with key external partners to enhance collaboration and understanding.Build, lead, influence and develop team including direct and indirect reports.

• Build, manage, and support ongoing customer relationships with a base of our non-contractual clients.

• Build scalable processes for our growing Account Management team.

Calculate

Calculate financial savings potential of conversion opportunities.

Carry out

Carry out other related tasks and duties as assigned.

Collaborate

• Collaborate closely with colleagues to maximize cross functional approach.

• Collaborate with colleagues to provide clients with comprehensive research and sales support.

• Collaborate with Contract Development on contract terms & conditions creation and implementation.

• Collaborate with management team to reach prospective carriers.

• Collaborate with sales teams when required.

• Collaborate with team to achieve better results.

• Collaborate with the contract team on the RFP process, including design and editing.

Communicate

• Communicate client issues to the client lead on a regular basis.

• Communicate inventory, quality and service issues internally as needed.

• Communicate new or expanded Portland Internetworks offerings to customers.

• Communicate promptly and effectively internally and to clients.

• Communicate the customer goals and represents the customer interests to the local GGI team.

• Communicate with customers and teammates using Microsoft teams, outlook, and Activedial.

Compile

Compile and maintains timely information on activity with RIAs, TAMPs and hybrid broker-dealers.

Complete

• Complete detailed analysis and assessment of overall financial performance of all accounts.

• Complete training as required - including safety training, certification and testing.

Conduct

• Conduct application training for clients.

• Conduct business reviews of accounts and present them as appropriate to management.

• Conduct credit checks on new and existing clients.

• Conduct effective discovery calls with customers.

• Conduct product demonstrations for clients.

• Conduct regular pricing and interest rate reviews Request for Proposal (RFP) Processes.

Connect

Connect with clients on a frequent basis and understand their staffing needs.

Contact

• Contact are within the organization and with external customers.

• Contact new and existing customers, schedule sales calls and follow up on leads.

Continue to

Continue to increase revenues from existing customers.

Contribute to

• Contribute to a positive & energetic environment.

• Contribute to team effort by accomplishing related results as needed.

• Contribute to the development and improvement of department processes and workflows.

Convey

Convey passion and master storytelling to our clients.

Coordinate

• Coordinate aged units first.

• Coordinate ordering and shipping with Sales Support and Operations teams.

• Coordinate partner training.

• Coordinate the handling and servicing of assigned accounts with the Account Manager / Producers.

Craft

Craft innovative business plans and efficient implementation of said plans.

Create

• Create and grows reference customers.

• Create and manage budgets and budget forecasting reports.

• Create and manage professional relationships with Key Account partners.

• Create a sustainable infrastructure and environment that enables growth.

• Create basic PCAs including campaign specific reports.

• Create & manage deliverable timelines for projects.

• Create new revenue pipeline opportunities.

Define

• Define and execute sales plans for assigned accounts.

• Define, oversee, monitor and analyze all budget & cost strategies and executions.

Deliver

• Deliver internal auction success reviews to provide valuable insights back to the business.

• Deliver the Monthly and Quantity.

Design

• Design a balanced cocktail list for tastings, member events and private events.

• Design and execute on highly leveraged co-sell, awareness, and sales enablement programs.

Develop

• Develop a book of business from an assigned territory.

• Develop a customer portfolio by conducting prospect & client calls / visits in Montreal.

• Develop and analyze reports showing sales rates and metrics in SalesForce.com.

• Develop and cultivate relationships with existing clients, as Cority trusted advisor.

• Develop and execute annual strategic plans and initiatives to achieve the commercial.

• Develop and implement annual territory business plan based on market data and marketing plans.

• Develop and implement short and long-term strategic and tactical business plans.

• Develop and implement the annual account plan in line with the national sales strategy.

• Develop and leads an integrated company oncology approach for product launch within each account.

• Develop and maintain technical understanding of all site capabilities and service lines.

• Develop and manage project scope, budget and schedules.

• Develop and nurture relationships and trusted partnerships with client contacts.

• Develop and optimise sales through CCEP and SCS client base, where applicable.

• Develop and / or maintains and improves business relations with all of the customers in the region.

• Develop and strengthen working relationships with new and existing referral partners.

• Develop annual promotion schedule in accordance with national goals.

• Develop a schedule for proactive engagement with customers on their list of clients.

• Develop a strong bond with new and existing accounts within your assigned territory.

• Develop a thorough knowledge of our company and all the products and services that we offer.

• Develop a trusted advisor relationship with key customers.

• Develop growth strategies that will ensure the achievement of sales objectives.

• Develop innovative solutions to help clients drive results and exceed campaign goals.

• Develop JLL Marketplace champions and generate customer references.

• Develop Kite's relationship with the account.

• Develop long term sales pipeline to increase the company's market share in specialized area.

• Develop new accounts and expand existing ones.

• Develop new business with existing customers and identify opportunities for future upselling.

• Develop partnership outside of Altitude Sports vendors.

• Develop programs to achieve maximum sales volume consistent with sales projections.

• Develop short & long term business plans to support organizational objectives.

• Develop solutions that are focused on core service lines of process, technology and outsourcing.

Direct

Direct account management of assigned distributors and retailers.

Document

Document process changes and message updates for the Revenue Services team as needed.

Drive

• Drive and develop your existing clients' portfolio.

• Drive compliance, contract and risk management.

• Drive distribution, onsite availability and promotional plan for Abbott products at Amazon.

• Drive documented saving initiative with Dodge Field Sales engineers team.

• Drive ISVs to create complementary solutions to Acumatica's core product offerings.

Engage

Engage with key stakeholders and build long-term partnerships.

Ensure

• Ensure accuracy of account planning and forecasting across partners, customers and prospects.

• Ensure accuracy of contract preparation.

• Ensure accurate billing to clients.

• Ensure campaigns run on budget.

• Ensure close coordination with Thales ATM Centres of Competence.

• Ensure interviews are scheduled and solicits offers and extensions on behalf of candidates.

• Ensure PM schedules are maintained in Work Order Management Tool (IDS).

• Ensure revenue goals for key accounts are exceeded.

• Ensure seamless integration between digital activities and other program elements.

• Ensure smooth coordination of campaign deliverables.

• Ensure territory coverage to touch all opportunities on a scheduled basis.

• Ensure that you maintain client records in Salesforce with accurate, high quality information.

• Ensure the client's strategy is executed and all services are performed correctly.

• Ensure the effective completion of all incidental report.

Escalate

Escalate any issues to Team Leader / Senior Account Manager as and when they arise.

Establish

• Establish additional business opportunities through solution-based recommendations.

• Establish adequate procedures to ensure accurate set up and maintenance.

• Establish and retain clientele in order to grow your sales territory.

• Establish strong relationships with each of the clients of the projects assigned to you.

• Establish Value Proposition that aligns with customer needs.

Exceed

Exceed annual sales targets.

Execute

Execute planned PPC Strategies for clients.

Exhibit

Exhibit sales discipline in the timely completion and quality of administrative sales work.

Expand

Expand menu utilization in existing accounts.

Facilitate

• Facilitate Customer Care process.

• Facilitate growth opportunities.

• Facilitate resolution of art file or printing issues with supplier / printer.

Find

Find and enhance new and existing client relationships for future business opportunities.

Focus on

• Focus on Customers & Patients.

• Focus on getting things done without needing to rely on established processes.

Follow up

• Follow our Account Management processes and tools to ensure efficiency and performance.

• Follow up and gather submissions from prospects.

• Follow up leads, develop the leads to MQL to win.

• Follow up on any issues requiring research or information from clients.

• Follow up on inbound sales leads.

• Follow-up on qualified leads provided by our marketing team and our Inside Sales Representatives.

Formalize

Formalize the briefs through the agency system.

Foster

Foster relationships and manage customer expectations to mutually aligned business goals with AMD.

Fulfill

Fulfill pDVM marketing needs to streamline referrals.

Generate

Generate sufficient lead flow.

Get

Get results with integrity in line with client requirements.

Give

Give partners advice on marketing solutions to promote and increase group insurance sales.

Grow

• Grow and strengthen relationships with customers, suppliers and partners.

• Grow volume, NSV, market share and deliver the annual operating plan.

Help

• Help client to navigate the bank within GTS and other areas of the bank.

• Help grow our managed accounts program in Toronto as a foundational member of this team.

• Help identify and prioritize customer issues / concerns with appropriate resources.

• Help improve our current onboarding strategy.

• Help to build, implement and drive strategic Joint Business Plan with key customers.

• Help us craft our voice around important social & cultural matters.

Hire

Hire, attract and retain a team of top talented employees.

Host

Host a monthly training Webinar available to all customers.

Identify

• Identify and action different channels for lead generation & sales opportunities.

• Identify and pursue target account.

• Identify and support needs of regional specific goals and direction.

• Identify & create opportunities for growth at our schools.

• Identify & develop Annapurna's Key Customer Accounts (KCA).

• Identify key opportunities for business development within partner accounts.

• Identify new business opportunities and always strive to grow revenues.

• Identify opportunities at existing and potential customers and determine penetration strategy.

• Identify, plan and develop new customers in line with business development plans / targets.

• Identify potential risks and engage with key resources to resolve issues.

• Identify product issues / enhancements.

Implement

• Implement a strategic business plan to support existing customers and drive new sales.

• Implement short term tactical plan in alignment with long term distribution strategy.

• Implement the overall vision, strategy and measurement metrics to the applicable service lines.

Improve

• Improve customer experience and provide consultancy with sales accent.

• Improve overall customer satisfaction in assigned customer accounts.

Increase

• Increase lifetime value by upselling annual and higher tier plans.

• Increase profitability in relation to your portfolio versus agreed sales targets.

Influence

Influence, mentor, and create an environment of partnership with key FTZ operators.

Inform

Inform finance of any under-delivery for billing revision or credits.

Input

Input a high volume of data into CRM on a daily basis.

Investigate

• Investigate and resolve customer issues such as pricing deductions and product returns.

• Investigate solutions and respond to customer inquiries in a timely and professional.

Keep

• Keep customers informed as to the status of their accreditation.

• Keep planograms up-to-date to optimize.

• Keep track of your communication efforts.

• Keep up to date on new technologies, products, services relevant to our offerings.

• Keep your ambitions in sight and imagine where JLL can take you.

Kick-off

Kick-off campaign with clients and manage all timelines, assets and opportunities for optimization.

Know

Know how to capture verbal queues.

Lead

• Lead and execute strict adherence to Abbott Code of Business conduct.

• Lead organizational resources to addressing specific concerns.

• Lead periodic business reviews.

• Lead qualification and closing.

• Lead regular Quality Assurance efforts on email, push notifications, and in-app / on-site messages.

• Lead the growth of the company's revenue and new business interests.

Learn

Learn the preparation of financials and provide a superior level of client service.

Leverage

• Leverage customer insights across field force team.

• Leverage existing business by maintaining regular touch points with decision-makers.

• Leverage existing installation records to reconnect with customers as well as prospect new customers.

• Leverage marketing events in order further develop relationships.

• Leverage shopper, category, customer, brand, channel insights in the development of plans.

Liaise with

• Liaise between the customer and internal JLL teams.

• Liaise with cross-functional teams throughout engagements.

• Liaise with internal colleagues and required.

• Liaise with our National Team to support local initiatives and contracts.

• Liaise with retailers and publishers to achieve the best working partnerships.

Locate

Locate and contact potential clients to offer their firm's advertising services.

Maintain

• Maintain accountability for agreed upon growth targets for client account.

• Maintain accurate and up-to-date information in our CRM.

• Maintain and manage specific client pricing.

• Maintain and retain a keen understanding of the industry trends, and changes to inform strategies.

• Maintain and update a list of prospects within a centralized CRM system.

• Maintain an ongoing relationship with customers to encourage networking and repeat business.

• Maintain a schedule of 3-5 appointments per week.

• Maintain customer accounts and contact accuracy.

• Maintain documentation supporting customer relationship development and management.

• Maintain good record keeping including construction project awards, CRM or account management.

• Maintain good working relationships with the Sales Team Members, the Division Staff and Customers.

• Maintain high customer satisfaction ratings that meet company expectations.

• Maintain positive client relationships, expectations and communications.

• Maintain professional and technical knowledge.

• Maintain project plans and tracking logs as appropriate or as requested by the client.

• Maintain records on multiple projects while continuously identifying new pipeline.

• Maintain reports related to volume trends.

• Maintain status and track progress of customer items in the production and repair processes.

• Maintain strong working relationships and communication with customer and key suppliers.

Make

• Make difficult decisions and provide good information to Management in escalated situations.

• Make proactive outbound calls.

• Make tough decisions with confidence.

Manage

• Manage account attrition to meet business goals.

• Manage accounts' financial aspects (budgets, contracts, fees etc.).

• Manage accruals and pricing accurately and efficiently.

• Manage all incoming calls from clients, suppliers, leasing companies, respond to contracts etc.

• Manage and develop your team to create an effective and energised high performing agency unit.

• Manage and utilize customer service software.

• Manage assigned leads from digital and in-market acquisition through the customer journey.

• Manage a supporting account team on your accounts and regularly report into your Account Director.

• Manage a team of marketing professionals and oversee each individual's growth and development.

• Manage budgets and resourcing across multiple programs.

• Manage client accounts per their expectations and goals.

• Manage client relationships - including onsite review meetings with client stakeholders.

• Manage customer escalations & support issues to resolution.

• Manage customer projects and relationships to ensure alignment with company goals and other.

• Manage day-to-day operations of your customers and partners with the implementation team.

• Manage enrollment projects for clients as needed.

• Manage Marketing NPD's launches and re-launches and adapt customers core assortments.

• Manage multiple project team members.

• Manage P& Ls for key customers, within profitability parameters agreed with HQ.

• Manage program budget, operational cost management and reconciliation.

• Manage the 3rd party relationship for THG brands, ensure margin contribution is maximized.

• Manage the execution and delivery of Digital Advertising Campaigns.

• Manage the renewal process and handles cancellation requests.

• Manage workload items in a timely manner.

Match

Match VMware solutions to the customer's business needs, challenges, and technical requirements.

Meet

• Meet and exceed network market share growth objectives.

• Meet key partners in Sales, Marketing, Support, Product and Engineering.

• Meet or exceed the Profit Centre's gross profit and sales targets.

• Meet with utility clients to summarize weekly activities.

Mentor

Mentor and coach junior team members for success.

Monitor

• Monitor account health / risk indicators.

• Monitor accounts to ensure optimal transaction performance.

• Monitor and analyze customer's usage of JLL product.

• Monitor merchant processing activity to ensure optimal performance.

• Monitor project schedule and update senior team members on progress.

• Monitor sales metrics (e.g. quarterly sales results and annual forecasts).

• Monitor, track, evaluate and optimize campaign performance to maximize client investment.

Navigate

Navigate the hospital environment, influence buying decisions and negotiate contracts.

Negotiate

• Negotiate and drive contractual closure.

• Negotiate and overview the commercial strategies with all WalMart trade segments.

Network

Network within existing accounts to find new opportunities.

Notify

Notify laboratory team members of high-priority tasks from clients.

Obtain

Obtain and document insight.

Onboard

Onboard new clients assigned to you.

Operate

Operate as the main point of contact for any, and all matters specific to your accounts.

Optimize

Optimize client's investment and accelerated task, issue execution and resolution.

Oversee

• Oversee accounting functions.

• Oversee all customer projects and work orders.

• Oversee all the activities for a given account to ensure client expectations are met.

• Oversee Staff Daily Operations.

• Oversee Invoicing to make sure all renewals and premium endorsements are processed.

Own

• Own definition and execution of MSP strategic plan.

• Own the client financials including but not limited to.

• Own the entire sales process from prospecting to completion of the sale.

• Own the short-term volume and spend forecast aligned to S&OP process for their Customers.

Participate in

• Participate in continuous improvement of Account Management Team.

• Participate in special projects or other duties as assigned by Director.

• Participate in the use of established test processes and methodologies.

• Participate in tradeshows and other promotional events.

Perform

• Perform outreach to clients showing warning signs.

• Perform risk management for contracts and agreements, and prepare control strategies.

Prepare

• Prepare activity and weekly forecast, monthly review report.

• Prepare and delivers effective presentations providing solutions to potential customers.

• Prepare and market new and renewal business for clients.

• Prepare and owns timelines, budgets and project scopes across multiple work streams.

• Prepare and provide sales & marketing material, based on practice specialty type.

• Prepare applications for marketing.

• Prepare for, attend, and follow-up on prospect meetings with excellence.

• Prepare of all required forecasting and other administrative assignments.

• Prepare & present reports on account retainer status.

• Prepare proposals and / or quotations for channel.

• Prepare proposals and quotes.

• Prepare reports on account status.

• Prepare sell-in decks for new products and new trade programs.

Present

• Present operations reports and analysis to company leadership and Government representatives.

• Present products and application engineering training to OEMs and end-users.

Process

• Process and enter customer changes into the system.

• Process endorsements and renewals through communication / interfacing with clients and companies.

• Process of endorsements and follow-up on payments.

• Process orders, quotes, job packages and any other sales functions required.

• Process quote approvals, status updates.

Produce

Produce invoices and collect payments.

Promote

• Promote and enforce Seasonal Impact safety requirements.

• Promote customer loyalty through different activities.

Proof

Proof media presentations and documents for content, calculation accuracy and spelling.

Propose

Propose new ideas to client, involved in sale of additional services, change orders and amendments.

Prospect

• Prospect and qualify new opportunities.

• Prospect for new sales opportunities within assigned territory.

Protect

Protect existing revenue streams, identify and neutralize a competitive threat.

Provide

• Provide accurate, frequent, and constructive feedback to subordinates, peers, and leaders.

• Provide actionable recommendations and insights.

• Provide advice and support with a focus on unique and complex credit transactions.

• Provide assistance to support company marketing efforts.

• Provide basic technical support on products.

• Provide excellent service and individual attention to customers.

• Provide expertise, leadership and experience to the internal team.

• Provide feedback to Sales Managers on needs of customers to grow the business.

• Provide forecasts for newness as required.

• Provide guidance and training to TM operations and customer on program systems and processes.

• Provide input to performance assessment and provides ongoing career development support.

• Provide insight to Senior Management related to emerging business opportunities.

• Provide leadership to others through example and sharing of knowledge and skills.

• Provide monthly updates on achievements versus goals.

• Provide ongoing operational support.

• Provide on-going servicing as required, negotiating mid-term changes with Insurers.

• Provide post sale communication to customers to increase retention levels.

• Provide recommendations on assigned client projects and business.

• Provide regular updates to clients regarding Aspirion's contribution to their revenue.

• Provide reporting to customers and internal departments.

• Provide status information to your Manager including forecast / pipeline information.

• Provide strategic advice and recommendations to improve and grow the business.

• Provide technical guidance to staff assisting with client needs or procedural issues.

• Provide technical support and perform QAQC services as required by program metrics.

• Provide technical support or leadership in the development and continual improvement of service.

• Provide total account business activity reports and annual forecasts.

• Provide Training / mentoring sessions.

Pull

Pull reporting as needed for clients.

Put

Put the client at the heart of the sale.

Ready

Ready to have an immediate impact on multiple client relationships.

Recognize

• Recognize new trends and introduce new media opportunities within your planning.

• Recognize and represent client needs and asks to cross-functional stakeholders.

Recruit

Recruit HVAC contractors to perform Quality Installs on new construction homes.

Refer

Refer to Producer / Account manager if approval is not received in timely fashion.

Report

Report and share performance insights to the client via email & phone.

Represent

Represent CSA Group at assigned trade shows, exhibits, conferences and client.

Research

Research requests for information from underwriters.

Respond to

• Respond promptly to all customer inquiries and needs.

• Respond to all customer inquiries and requests in a timely and professional manner.

• Respond to any client questions regarding invoices.

• Respond to client's needs with a sense of urgency.

• Respond to internal questions / inquiries in a timely manner.

Review

• Review all new policies for accuracy.

• Review and understand the Partner strategy and existing MuleSoft relationship.

• Review competitive landscape to keep content copy relevant to latest trends / updates.

• Review PA's as necessary (staff on PTO / increase PA load).

• Review project drawing / blueprints and generate quotes based on the requirements of each job.

Schedule

• Schedule and perform field QA with HERS Raters and home builders.

• Schedule and perform field quality assurance with raters and builders.

• Schedule and perform web demonstrations.

Secure

Secure meetings / opportunities with decision makers.

Seek

• Seek opportunities to advance client relationships while building organic business.

• Seek opportunities to establish potential affiliate programs.

• Seek opportunities to strategically upsell and grow accounts.

Sell

• Sell products to customers in assigned accounts.

• Sell print, digital, creative solutions and relevant events and awards sponsorship.

Set

• Set and negotiate all pricing for the designated account.

• Set goals and objectives.

• Set up at least two (2) regional vendor demonstrations per year.

Setup

• Setup custom quote SKUS at Lenovo as needed.

• Setup our advertising format on publishers' sites.

Skip

Skip those awful "performance reviews.

Speak

Speak to large groups and create presentations to promote our products and services.

Standardize

Standardize and streamlines data infrastructure with a single platform.

Suggest

• Suggest, design and implement projects to increase customers ROI.

• Suggest solutions and innovative ideas to meet client needs.

Support

• Support and conduct high level sales presentations for clients and internal stakeholders.

• Support holistic customer servicing strategy including complaints monitoring and reporting.

• Support market experts in driving additional revenue.

• Support the sales force based on growth and retention targets and strategic direction.

• Support the sales force by joining regional and national internal and client's meetings.

Take

• Take full control of all respective client projects.

• Take initiative on business development for an account.

• Take ownership and is accountable to targets.

• Take the RFP response leadership role for IS deals.

Track

Track unbilled Accessorizes.

Travel

• Travel by car and plane required.

• Travel onsite to customers ~5-10% (when safe to do so again).

Troubleshoot

Troubleshoot deficiencies in funding or other aspects that arise in the sale / transaction process.

Understand

• Understand and advises on practice processes, buying cycles and decision drivers as well as.

• Understand and analyze insurance coverages, forms, and policies.

• Understand and complies with all applicable EHS policies, procedures and guidelines.

• Understand and deliver on customer needs.

• Understand and demonstrate a robust understanding of BPS products 5%.

• Understand and promote value-based company programs and up-sell opportunities.

• Understand detailed marketplace pricing, products, and competitive threats.

• Understand testing and performance data.

• Understand the client's key business drivers.

• Understand the fundamentals of campaign set up, AdOps and data visualisation dashboards.

• Understand the importance of client budgets and know how to keep within them.

• Understand the project planning, personnel, and technology required to accomplish these goals.

• Understand the purchasing process and identify key decision makers to unlock growth.

• Understand the situation or audience and adjusts approach to achieve desired outcomes.

Upsell

• Upsell products to existing clients (including new opportunities within an organisation).

• Upsell upgrades to existing customer accounts.

Use

Use multi-line phone systems.

Utilize

Utilize data sources to analyze and capitalize on sales opportunities.

Work with

• Work closely with Customer Success to identify at-risk accounts and develop save plans accordingly.

• Work closely with internal teams and various partners.

• Work closely with the entire Advances team, from Credit through to Product and Growth.

• Work collaboratively across the agency including with the SEO, Data, Growth team.

• Work collaboratively with other teams and agency partners in coordinating and delivering work.

• Work cross-functionally with internal teams at Fellow to go the extra mile for your customers.

• Work effectively with other team members that support your clients.

• Work planning - with given tools (eg. Google Calendar).

• Work with and build a long-lasting relationship with a team of brilliant people.

• Work with EHR partners to achieve NOA and revenue growth goals.

• Work with key partners to drive associated product revenue.

• Work with marketing to develop on premise programming.

• Work with Salesforce to record interactions.

• Work with the delivery team to collate the client info needed to complete a project.

• Work with various BU s within Adobe to drive revenue opportunities with the client.

Most In-demand Hard Skills

The following list describes the most required technical skills of an Account Manager:

1. Sales

2. Account Management

3. MS Excel

4. Marketing

5. Customer Service

6. MS Word

7. MS Powerpoint

8. Business

9. Project Management

10. Business Development

11. Valid Driver'S License

12. Outlook

13. Salesforce

14. Microsoft Office

15. Business Administration

16. CRM

17. Business Acumen

18. Security

19. Selling

20. SAAS

21. Social Media

22. Commerce

23. Management

24. Finance

25. Advertising

26. Cloud

27. Credit

28. Agency

29. Networking

30. Design

31. Prospecting

32. Relationship Management

33. SQL

34. Operations

35. Retail

36. Google Analytics

37. Calendaring

38. Digital Marketing

39. IT

40. Google Mail

41. HTML

42. Shared Drives

Most In-demand Soft Skills

The following list describes the most required soft skills of an Account Manager:

1. Written and oral communication skills

2. Interpersonal skills

3. Organizational capacity

4. Problem-solving attitude

5. Presentation

6. Analytical ability

7. Attention to detail

8. Time-management

9. Negotiation

10. Self-motivated

11. Team player

12. Leadership

13. Self-starter

14. Multi-task

15. Work independently with little direction

16. Creative

17. Listening

18. Confident

19. Organized

20. Detail-oriented

21. Collaborative

22. Work ethic

23. Results-oriented

24. Bilingualism

25. Priority management

26. Teamwork

27. Adaptable to changes

28. Integrity

29. Proactive

30. Flexible