Account Manager / Relationship Manager Job Description
Account Manager / Relationship Manager Duties & Responsibilities
To write an effective account manager / relationship manager job description, begin by listing detailed duties, responsibilities and expectations. We have included account manager / relationship manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Account Manager / Relationship Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Account Manager / Relationship Manager
List any licenses or certifications required by the position: PMI
Education for Account Manager / Relationship Manager
Typically a job would require a certain level of education.
Employers hiring for the account manager / relationship manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Marketing, Education, Sciences, Technology, Business/Administration, Finance, Economics, Management, Financial Services
Skills for Account Manager / Relationship Manager
Desired skills for account manager / relationship manager include:
Desired experience for account manager / relationship manager includes:
Account Manager / Relationship Manager Examples
Account Manager / Relationship Manager Job Description
- Provide strategic project guidance and technical subject matter expertise driving the execution of key Operations initiatives and activities
- Partner and actively interact with Client Account Support leadership team members and Operations leadership as a productive and collaborative member of the Operations team
- Drive efforts to effectively source and gain feedback on our service levels
- Support, mentor, and educate team with knowledge required to orchestrate successful handoffs throughout and upon the completion of account opening and relationship managing
- Determine the service plan which will drive the greatest value and greatest likelihood of renewal for each member organization
- Leads the development, implementation and execution of multiple project plans
- This positon sits in the Pleasanton, CA location
- Overall account setup for new customers
- Run and maintain all requested reporting requirements for the customer and National Account Manager
- Collections, resolving discrepancies, and monitor credit terms
- Demonstrated ability to effectively deal with Senior officers of Companies in a manner that is professional and with a high degree of customer service
- Current Account Documentation
- Previous experience in a customer servicing role dealing with Business clients would be an asset
- Builds diverse talent
- Handle a diverse high performing team and the relevant challenges
- Coaches on how to effectively manage a pipeline, plan and manage time, build relationships and influence client decisions to deliver results
Account Manager / Relationship Manager Job Description
- Proactively engage with customers to identify risks and growth opportunities
- Continuously deliver feedback to leadership teams and participate in process improvements and optimization of existing procedures
- Overseeing the everyday operations and functions of MyPedia Implementation, Customer Support, Test Execution
- Ensure quality processes are in place for all divisions specific to their project requirements
- Understanding the training requirements of customers to finalize the design of the program, schedule, billing milestones and managing the programs end to end
- Enabling the sales team with proposals and presenting the solutions at school with demos and sample deliverables to finalize the deals
- Meeting the monthly, quarterly and annual revenue targets
- Collaborate with Product, Sales, Finance, Efficacy functions to be able to create superior learner outcomes
- Develop change management strategies, conduct stakeholder analysis, impact assessments and devise appropriate plans
- Prepare and Conduct wide variety of workshop on Pedagogy
- Ensures premium value is delivered that aligns with clients goals and delivers a positive customer experience and achieves customer advocacy
- Fully engaging in the Performance Management and Development Planning Process with a clear focus on employee engagement
- Demonstrates ability to operate in a fast-paced evolving, environment to influence, collaborate and coordinate with multiple stakeholders globally, regionally and/or locally
- Fosters relationships with global, regional and /or local counterparts and collaborates with support to drive profitable growth, overcome obstacles and support business objectives
- Is effective and persuasive, has a high level of executive presence and builds a strong followership
- Depth and breadth of understanding of IT systems and IT industry players
Account Manager / Relationship Manager Job Description
- Significantly expand current relationships across all levels
- Providing high levels of consistent support to both Key Account Clients and Key Account Managers
- Support across all team functions including production of legal Corporate Agreements, Risk Underwriting, Membership, Claims and Bill Payment
- Attending and prepping for benefit fairs
- Attending and prepping for client meetings
- Completion of all customer queries with speed and efficiency
- Development and maintenance of excellent relationships with Account Managers, Intermediaries, Clients and End Customers
- Production of Management Information for client visits
- Support with query resolution and investigation where required
- Track the on – boarding process, proactively identify any issues and work with key stakeholders in the various teams to meet/exceed the customer’s expectations
- In-depth understanding of large scale relationship management with multinational businesses
- Exposure to self-management, team working and time management in a complex matrix environment
- Be Innovative with the ability to spot, develop and implement business opportunities
- Be professional in attitude, conduct and appearance
- Undergraduate degree or equivalent preferred, but not required, with sales/business acumen generally attained through 3+ years similar work experience
- Understand buying decisions, buying processes and cash flow dynamics of small to medium accounts
Account Manager / Relationship Manager Job Description
- Drive revenue by prospecting and building pipeline while building strong personal relationships with potential and existing Public Sector clients
- Close business consistently at or above quota level
- Work to develop and circulate the set of best practices that will be the foundation of this pivotal, growing team
- Listen to the needs of the market and share with our product and marketing teams
- Develops, directs, implements & maintains a business plan to achieve sales & growth goals for targeted firms including having a multifaceted understanding of key contacts, how they market themselves, market segments they target, how they operate to establish relationships &/or value proposition
- Assist Business Development Manager and Project Manager in driving overall business and product deal support
- Participating in the business development of the territory
- Partner with Service and other functional in the resolving customer issues
- Prospecting, sales calls, and sales visits
- Entering and maintaining all relevant data in the CRM
- Analyze complex situations, anticipate potential problems and future trends
- Clearly define problems
- Understanding of the IT industry, particularly in the Relationship/Commercial environment
- Computer literacy in MS Office suite, with SAP being an added advantage
- Work with client directors on new and cross sell opportunities to designated clients and development clients and coordinate the claims process
- Communicate both internally and externally significant claim trends, initiatives, organisation and structural changes and industry, regulatory and legal developments
Account Manager / Relationship Manager Job Description
- Constant coordination with Product Development, Assessment Delivery and Technology teams for updating the program material and share customer feedback on content for continuous improvement
- Pre-sales academic support to Sales team members as and when required
- Ensure compliance with systems/practices in place
- Ensure proper documentation and periodic reporting – School Visit Report, Observation Checklist, SFDC update and Dashboards for review
- Responsible for delivering the Revenue targets for MyPedia through Renewal & Upsale
- To meet collection targets for all previous renewals
- Core travelling profile(travelling to the assigned schools and corporate office)
- Management of Key Accounts
- The SRM is the single-most important touchpoint between GED Testing Service® and each of the states in their portfolio
- Develop, execute and evaluate annual state plan with defined goals and target stakeholders with strategies and tactics
- Assist in the development and execution of claims education and information events tailored to brokers and customers and internal business partners
- Maintain Salesforce for accounts within designated portfolio
- Manage designated projects
- Knowledge of Private Banking processes complex account openings
- Western U.S. A
- Acquire new accounts through business development activities