Account manager job description template: Everything you need to include

Account managers are the bridge between your company and its clients, ensuring that communication is seamless, clients feel valued, and projects proceed smoothly.

They perform a true juggling act, and one of the biggest mistakes hiring managers make when recruiting for an account manager is not recognizing just how dynamic and versatile they need to be. 

We’re here to help with a ready-to-use account manager job description template. In this article, we also share why it works and how a skills-based hiring process can help you find your next great hire.

Account manager job description template

• Job Title: Account Manager

• Location: [Insert Location]

• Reports To: Sales or Client Services Manager

• Job Type: [Full-time/Part-time/Contract]

About Us

[Company Name] is a client-focused company specializing in [brief description of the company's focus, e.g., digital marketing, software solutions, or B2B services]. Our mission is to [state the mission, e.g., "deliver customized solutions that drive customer success"]. We value [core values such as integrity, client satisfaction, and teamwork] and pride ourselves on a collaborative and results-driven work environment. Known for our [unique qualities, e.g., exceptional customer service, data-driven strategies], we aim to create long-lasting partnerships with our clients and lead in the [industry or sector].

Job Overview

We are looking for a proactive and client-centered Account Manager to join our team. The ideal candidate will serve as the main point of contact for our clients, managing relationships, understanding client needs, and coordinating with internal teams to deliver effective solutions. This role is ideal for someone who thrives on building client relationships, has strong problem-solving abilities, and is dedicated to providing an outstanding customer experience.

Key Responsibilities

• Build and maintain long-term relationships with clients, acting as the primary point of contact for all account needs.

• Develop a deep understanding of each client’s business goals, objectives, and industry challenges.

• Coordinate with internal teams (e.g., sales, marketing, product development) to deliver projects on time and meet client expectations.

• Manage the full account lifecycle, from onboarding to contract renewal, ensuring client satisfaction at every stage.

• Identify opportunities for account growth and upsell relevant products or services to meet clients’ evolving needs.

• Monitor key performance indicators (KPIs) for each account, providing regular reports and updates to clients.

• Conduct periodic account reviews and performance meetings to gather feedback and discuss service improvements.

• Resolve client issues promptly, liaising with internal teams as needed to find effective solutions.

• Prepare and present proposals, pricing, and project plans, ensuring alignment with both client and company goals.

• Stay current with industry trends, competitor activity, and market developments to advise clients effectively.

• Maintain detailed records of account activity, communication, and relevant metrics using CRM tools (e.g., Salesforce, HubSpot).

• Assist in strategic planning and collaborate with the sales team to develop targeted client strategies.

• Provide support in contract negotiation and ensure compliance with service-level agreements (SLAs) and company policies.

Skills

• Proven ability to manage client relationships effectively, with a strong focus on client satisfaction and retention.

• Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients and team members alike.

• Strong organizational and multitasking skills to manage multiple accounts and prioritize client needs.

• Proficiency in CRM tools such as Salesforce, HubSpot, or other relevant platforms.

• Analytical mindset, with the ability to interpret account data and KPIs to drive client success.

• Problem-solving abilities to resolve client issues efficiently and proactively.

• Solid understanding of the industry or services offered, with the ability to discuss and advise on relevant solutions.

• Negotiation skills to manage contract renewals, upsell opportunities, and client expectations.

• Adaptability and resilience to work in a fast-paced, client-driven environment.

• Attention to detail for managing account activity, project timelines, and client requirements.

Preferred Experience and Education

• Previous experience in account management, sales, client services, or a related role.

• Bachelor’s degree in Business, Marketing, Communications, or a related discipline.

• Proven track record of managing client relationships and meeting revenue or satisfaction targets.

• Industry-specific experience (e.g., digital marketing, B2B solutions) is a plus.

• Knowledge of contract management and negotiation.

• Familiarity with project management tools (e.g., Trello, Asana) is a plus.

Benefits

[List the benefits of joining your company, such as health coverage, paid time off, professional development opportunities, a collaborative work environment, flexible working hours, etc.]

Application Instructions

If you are a relationship-focused professional eager to help clients achieve their goals, we encourage you to apply. Please send your application materials [including a cover letter, resume, and any relevant references] to [email address] by [application deadline].

Why this account manager job description template works 

This account manager job description template is structured to attract top talent and help potential candidates immediately understand if they're the right fit.

It starts with all the basic information. The Reports To, Location, and Job Title section gives candidates a clear snapshot of the role up front. This makes it easy for people to quickly assess if the job aligns with their skills, experience, and personal situation.

We then move to the About Us section, designed to help candidates further understand whether your business is the right fit. It shares your company’s mission, values, and unique attributes.

Account manager roles differ widely from business to business, so the Job Overview section is critical for setting the stage. It gives candidates a solid understanding of your version of the role and exactly what will be asked of them in your business. This includes the kind of clients they'll work with, how they’ll work with other teams, and how they’ll contribute to the bigger picture.

Next, the Skills section emphasizes the specific skills a candidate needs as opposed to general qualifications. This makes it clear that your business prioritizes skills-based hiring, which is a relief for candidates who might not tick the traditional boxes but have the drive and ability to excel.

The Benefits section is your opportunity to sell the role and your business. Details like flexible working, discounted gym memberships, cycle-to-work schemes, and remote working opportunities all highlight how much your company values its people and their well-being. 

Finally, the Application instructions let candidates know how to apply. Offering clear instructions makes the process more accessible to those who are neurodiverse or who experience anxiety.  

Next steps: Attracting and assessing account manager candidates 

A robust job description is the first step in attracting top-tier account managers. But it takes a combination of smart recruiting strategies and a thoughtful assessment process to find that perfect fit.

That’s where TestGorilla comes in. TestGorilla is an all-in-one talent discovery platform, designed to help you find candidates who don’t just look good on paper but are genuinely ready to shine in the role. 

Our library of “400+” science backed-tests will help you measure everything from typing speed to advanced accounting skills and everything in between. 

For an account manager, you may find the following tests useful:

Role-specific 

• Account manager test

• Critical thinking test

• B2B Sales

Soft skills 

• Customer service

• Communication

• Time management

Personality and culture

• Culture add

• Motivation

• Big 5 (OCEAN) personality test

Sign up for your free TestGorilla account today and see what difference it makes to your hiring process. Alternatively, check out our live product demos for a hands-on look at how we work. 

FAQs

What does an account manager do all day?

Account managers are the go-to communicators between the client and the company. They ensure projects are ticking along, that everyone is clear on progress, and that work behind the scenes is completed to prevent roadblocks. 

What skills do you need to be an account manager?

Account managers need great time management, communication, and customer service skills. Being adept multitaskers, they juggle client needs, manage project timelines, solve complex problems, and handle team coordination without missing a beat.

Are account managers well paid?

Account managers earn between $65,000 and $75,000 per year on average. With the average U.S. salary coming in at $59,384 according to the US Bureau of Labor, it’s fair to say Account Managers are fairly well paid for their profession.