Account Manager (Management)

Plan, direct, or coordinate the actual distribution or movement of a product or service to the customer. Coordinate sales distribution by establishing sales territories, quotas, and goals and establish training programs for sales representatives. Analyze sales statistics gathered by staff to determine sales potential and inventory requirements and monitor the preferences of customers.

Communicate directly with existing and potential clients to understand their needs and make product or service recommendations. May need to make cold calls, assist in setting sales goals and strategies, handle complaints, and conduct negotiations.

Examine, analyze, and interpret accounting records to prepare financial statements, give advice, or audit and evaluate statements prepared by others. Install or advise on systems of recording costs or other financial and budgetary data.

Sell services to individuals or businesses. May describe options or resolve client problems.

Interact with customers to provide basic or scripted information in response to routine inquiries about products and services. May handle and resolve general complaints. Excludes individuals whose duties are primarily installation, sales, repair, and technical support.

Maintain relationships with current target account’s leadership and decision-makers. Leverage the knowledge of the pre-sales team, marketing department, and other departments to initiate cold calls and marketing activities to engage new clients. Follow-up on leads generated by others and work to up-sell existing clients. Develop presentations to potential clients and follow-up to turn them into clients. Provide input and marketing campaigns and marketing material as well as marketing strategies. Keep an eye on the competition and develop a strong understanding of the company’s offered products and services.

Plan, direct, or coordinate one or more administrative services of an organization, such as records and information management, mail distribution, and other office support services.

Direct financial activities, such as planning, procurement, and investments for all or part of an organization.

Plan, direct, or coordinate the operations of public or private sector organizations, overseeing multiple departments or locations. Duties and responsibilities include formulating policies, managing daily operations, and planning the use of materials and human resources, but are too diverse and general in nature to be classified in any one functional area of management or administration, such as personnel, purchasing, or administrative services. Usually manage through subordinate supervisors. Excludes First-Line Supervisors.

Analyze and coordinate the schedule, timeline, procurement, staffing, and budget of a product or service on a per project basis. Lead and guide the work of technical staff. May serve as a point of contact for the client or customer.