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Account Manager Job Description: Template, Responsibilities and Skills

joseph cole

Updated on May 11, 2023

Account Manager Job Description: Template, Responsibilities and Skills

joseph cole

Updated on May 11, 2023

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Quick answer: An account manager owns relationships with existing customers after the sale. The job is to keep those customers, solve their problems through internal teams, and grow revenue through renewals, upsells and cross sells. A strong account manager job description makes that retention focus clear, lists measurable targets, and explains how the role works with the sales team.

Use the template below as a starting point, then adjust the targets, tools and account size to match your business. If you are hiring for a variant of the role, see our key account manager job description, strategic account manager job description, technical account manager job description or junior account manager job description.

What does an account manager do?

An account manager is the customer’s main point of contact once a deal is signed. The sales team wins the account. The account manager keeps it healthy and makes it bigger.

In a typical week that means:

  • Running check ins and quarterly business reviews with decision makers and day to day users
  • Pulling in internal teams such as support, product, billing and delivery to fix problems before they become churn risks
  • Preparing renewal proposals and negotiating pricing
  • Spotting expansion opportunities and building the case for them
  • Updating account health, forecasts and notes in the CRM

The title shows up in software, media, logistics, financial services, manufacturing and staffing. The core of the job stays the same across industries: protect retention, grow revenue, and make the customer feel like someone inside your company is accountable for their results.

Account manager job description template

Copy this template into your applicant tracking system and edit the bracketed details.

Job brief

We are looking for an account manager to own a portfolio of [number] existing customer accounts. You will build long term relationships, work closely with our sales team and internal teams, and find ways to grow each account while keeping retention high. Success in this role is measured by renewal rate, net revenue retention and customer satisfaction.

Account manager responsibilities

  • Serve as the primary contact for an assigned book of accounts
  • Build relationships with executive sponsors, decision makers and end users
  • Create and maintain account plans with clear goals for each customer
  • Run regular check ins and quarterly business reviews
  • Identify upsell and cross sell opportunities and work with the sales team to close them
  • Coordinate with internal teams (support, product, finance, delivery) to resolve customer issues quickly
  • Own renewals, including pricing conversations and contract terms
  • Track account health, activity and pipeline in the CRM
  • Forecast renewal and expansion revenue accurately
  • Share customer feedback with product and leadership
  • Flag churn risks early and lead recovery plans

Requirements and qualifications

  • [2 to 5] years of account management, customer success or customer facing sales experience
  • A track record of hitting retention and revenue targets
  • Confidence working in a CRM such as Salesforce or HubSpot and building simple reports
  • Clear written and verbal communication, including with senior stakeholders
  • Negotiation skills for renewals and pricing discussions
  • Ability to manage many accounts at once without dropping details
  • Bachelor’s degree in business, marketing or a related field, or equivalent experience

Nice to have

  • Experience managing enterprise or multi location accounts
  • Familiarity with metrics like net revenue retention, gross retention and churn
  • Background in customer service or customer success
  • Knowledge of [your industry]

Account manager vs account executive

These two roles are often confused, and hiring the wrong profile is one of the most common mistakes in sales hiring.

Account managerAccount executive
Main focusRetain and grow existing customersWin new customers
Typical targetsRenewal rate, net revenue retention, expansion revenueNew bookings, quota attainment
Time horizonMonths to years per accountWeeks to months per deal
Core skillsRelationship building, problem solving, coordination with internal teamsProspecting, discovery, closing
Works withCustomer, support, product, sales teamMarketing, sales development, sales leadership

If your account manager will also carry a new business quota, say so in the job description. Candidates who are great at retention are not always comfortable prospecting, and the reverse is just as true.

Account manager skills to look for

The skills that matter most are the ones that show up in hard customer moments, not on a resume.

  • Relationship management. Can the candidate build trust with both a senior sponsor and a frustrated daily user?
  • Commercial judgment. Do they know when to push for an upsell and when to fix the relationship first?
  • Problem solving under pressure. Can they take an escalation, pull in the right internal teams and close the loop?
  • Communication. Are their emails, reviews and renewal proposals clear and specific?
  • Organization. Can they keep twenty or fifty accounts moving without anyone feeling ignored?

Ask for specific, measurable examples. “I improved retention” tells you little. “I took a book of 40 accounts from 85 percent to 93 percent gross retention in a year by running quarterly reviews” tells you a lot.

How to assess account manager candidates

Resumes for account managers tend to look alike. A structured process separates the people who can actually do the work from those who interview well.

  1. Screen for the basics. Confirm experience level, account size and industry fit early.
  2. Test real skills. Use a scenario based skills assessment that asks candidates to handle a renewal objection, prioritize at risk accounts or write a customer email.
  3. Run structured interviews. Ask every candidate the same questions and score them against the same rubric. AI interview software can run a consistent first round at scale.
  4. Add a role play. A simulated quarterly business review or difficult renewal call shows how a candidate thinks on their feet. Glider’s AI role play makes this repeatable.
  5. Verify identity in remote hiring. Confirm the person who passed the assessment is the same person in the interview and on day one.

This approach gives hiring managers fewer, better candidates and a clear record of why each one moved forward.

Related job descriptions and resources

FAQs

What does an account manager do?

An account manager owns the ongoing relationship with a company’s existing customers. They act as the main point of contact, resolve issues, run business reviews, manage renewals, and look for chances to grow revenue through upselling and cross selling.

What should an account manager job description include?

A job brief that explains the role and its targets, a list of account manager responsibilities, required skills and experience, education preferences, and details on the account portfolio (number of accounts, customer size, industry). Adding how you’ll evaluate candidates helps set expectations.

What qualifications does an account manager need?

Most employers ask for two or more years in account management or a customer facing sales role, CRM experience, and strong communication and negotiation skills. A bachelor’s degree in business, marketing, or communications is common, though many teams accept equivalent experience.

What is the difference between an account manager and an account executive?

Account executives focus on winning new customers and closing first deals. Account managers focus on retaining and growing existing customers over the long term. Some smaller companies combine both roles.

How does time zone difference affect identity verification?

A large time zone gap shrinks the window available for live, synchronous verification conversations, which is why many global hiring teams shift identity supported steps to asynchronous formats like a one way video interview that a candidate can complete on their own schedule.

What skills make a good account manager?

Relationship management, commercial judgment, problem solving, clear communication, organization, and strong customer service instincts. The best account managers balance the customer’s interests with the company’s revenue goals.

How do you measure account manager performance?

Common metrics include retention or renewal rate, net revenue retention, expansion revenue from existing customers, customer satisfaction scores, and account health indicators tracked in the CRM.

How do you assess account manager candidates before the interview?

Use a short, role specific skills assessment with scenario questions on renewals, objections, and escalations, then a structured interview scored against a consistent rubric. This filters out weak fits early and gives hiring managers better candidates to meet.

Hire account managers who can prove their skills. See how Glider helps teams assess, interview and verify sales candidates. Schedule a demo.

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