Account Relationship Manager Job Description

Account Relationship Manager Job Description

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45 votes for Account Relationship Manager
Account relationship manager provides basic support for multiple enterprise applications including: e-mail, calendar scheduling, word processing, spreadsheets, presentations, Internet browsers.

Account Relationship Manager Duties & Responsibilities

To write an effective account relationship manager job description, begin by listing detailed duties, responsibilities and expectations. We have included account relationship manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Attend periodic meetings
Leads Business Unit & Project meetings, activities, tasks, and manages technical team members to ensure objectives are achieved within prescribed timeframe and budget
Understanding the clients’ specific claims requirements from the start
Own assigned region of dealerships by providing monthly consultative events with each account
Have a genuine business relationship with service management & key personnel within each assigned account
Direct liaison responsible for the PWM/Operations relationship providing Client Specialists and Financial Advisors a primary point of contact for all their business needs
Own client issue resolution
Utilize issue tracking system to manage, document, report and analyze incoming client requests
Assist in coordinating the development of electronic reference guides for internal clients
Assist in coordinating the development of Client Account Management training programs for Operations associates

Account Relationship Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Account Relationship Manager

List any licenses or certifications required by the position: PMI

Education for Account Relationship Manager

Typically a job would require a certain level of education.

Employers hiring for the account 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 Relationship Manager

Desired skills for account relationship manager include:

Applicable policies and procedures
Organization products and operations
E-mail
Excel
Internet and web browsers
Specific product line
Voicemail
Word
Dealership Finance and Insurance department
Microsoft Office

Desired experience for account relationship manager includes:

Drive Charge Volume and Client Retention for the respective channel in the assigned market
Works closely with the Marketing teams to build, implement and execute comprehensive, robust and customer focused campaigns to increase client profitable growth and retention
Collaborate with multiple internal stakeholders
Proactively interprets financial analysis and insights to formulate and drive profitable growth and retention strategies
Sets aggressive performance standards and using pragmatic process and an analytical mindset supports and leads their team to deliver goals and outcomes
Develops and motivates direct reports to manage accounts independently with a strategic growth mindset

Account Relationship Manager Examples

1

Account Relationship Manager Job Description

Job Description Example
Our company is growing rapidly and is looking for an account relationship manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for account relationship manager
  • Manage and make emergency deliveries according to contract terms as needed
  • Manage routing issues, holiday issues, and reroutes to optimize profitability and communication
  • Manage vendor issues at the division level
  • Identify business opportunities in new and existing customers, , Exclusive Brand changes, re-routing, on-line ordering, asking for non-food and smallware orders
  • Communication and collaboration with Procurement team, supporting on-hand inventories, slow and dead moving items
  • Communication updates to the restaurants – newsletter/email
  • Be available at the division as needed for vacation coverage
  • Manage all renewal, contract re-negotiation, and up-sell opportunities for customers, maximizing contract value while protecting and enhancing the long-term customer relationship
  • Build and maintain valued relationships with customers to ultimately drive client revenue and ensure retention
  • Manage a sales funnel of renewal opportunities and accurately forecast renewal business on a monthly and quarterly basis
Qualifications for account relationship manager
  • Strong interpersonal skills and the ability to interact with corporate clients (Decision Makers, Financial Controllers, Accountants)
  • Experienced from a lead role within sales-led environment Strong Relationship experience a must
  • Demonstrable track record of achieving business results as an individual contributor
  • Ability to develop and implement a comprehensive Relationship sales strategy
  • Business finance experience is essential
  • Highly motivated and willing to succeed
2

Account Relationship Manager Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of account relationship manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for account relationship manager
  • To take ownership of implementation process with clients/customers
  • Performing Gap analysis, SWOT analysis, Risk analysis, and Cost/Benefit analysis
  • Managing individual targets and academic excellence of own Accounts/schools
  • Publish and update project timelines, monitoring milestones and communicating to the organization and customer any variations that will impact customer satisfaction
  • Previous exposure to the banking and finance industry
  • Strong customer service and account management experience
  • Logical approach to planning process relentless attention to detail and follow through
  • Experience in working with and managing and developing relationships
  • Very strong negotiation and self-management skills
  • Lead the measurement of Customer Improvement and Advocacy with the KCT
Qualifications for account relationship manager
  • Personal attributes must include assertiveness, high energy level, and resiliency
  • Understand how to position the value of internet commerce and will demonstrate an aptitude to embrace e-business as a viable cost savings channel for customers
  • Willingness to travel at least 50% of the time, including overnight travel
  • As the dedicated interface to business account, especially management team and FI delivery unit servicing
  • 6 years of experience in In relationship management or high level customer service organization
  • Must be able to travel (25-40%) to support clients in the Northeast area
3

Account Relationship Manager Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of account relationship manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for account relationship manager
  • To monitor and keep relevant system (CSP’s) updated to ensure that client protocols are clear and accurate to facilitate an excellent claims experience for the Customer
  • Own and manage the teams mailboxes
  • Working with Talent Acquisition, document client meetings, including job requirements and candidate/contractor feedback
  • Provide sales and marketing support to the VP, International Life Distribution and Account VP
  • Be proactive with key Distributor personnel to build, enhance, and maintain strong relationships
  • Work with Distributors to identify market and sales opportunities/business potential the ability to address and resolve issues raised by Distributors that may cover a wide array of topics
  • Assist in the creation and development of key marketing pieces and persuasive sales presentations
  • Develop contracts and Statement of Works (SOWs) finalizing their details, costs with vendors
  • Monitor queue managed by Operation if applicable
  • Collaborate with the Business Manager in creating necessary reports on events including performance feedback on Team
Qualifications for account relationship manager
  • Maintain a close relationship with Claims Department, representing claims in all external client / broker meetings and feeding back client and broker needs, changes and requirements
  • Collaborate closely with all other key internal functions, including underwriting, overseas territories, RISO Bermuda(captive loss billings), marketing, communications and profit centres to align claims relationships with broader business objectives and to integrate claims within company strategies
  • Build and maintain relationships with key brokers
  • Manage expectations and monitor customer’s satisfaction identifying trends and providing feedback to the Claims Management team and Client Engagement team
  • Facilitate resolution of claims issues across all lines of business in a timely manner
  • Creating and distributing claims bulletins/protocols across relevant countries and claims teams for designated clients
4

Account Relationship Manager Job Description

Job Description Example
Our growing company is looking to fill the role of account relationship manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for account relationship manager
  • Driving visibility by understanding business opportunities in the region
  • Creating customer quote based on the specific customer needs and requirements
  • Providing content and marshal internal resources to ensure RFP’s are completed
  • Performing against established performance goals and metrics
  • Taking responsibility for your own personal and professional development, including all required training
  • Using and complying with standard processes and guidelines
  • Be face of MyPedia and own academic excellence and business relationship with the customer schools
  • Efficiently handle customer/school support, queries and escalations
  • Train teachers/parents through workshops and training sessions for the effective implementation of MyPedia Program
  • Providing ongoing academic support to user teachers, parents and school
Qualifications for account relationship manager
  • Manage and deepen assigned portfolio of corporate relationships (SME segment)
  • Prepare credit proposals for approval and to follow through with facilities disbursement/loading
  • Generate and grow revenue from existing and new relationships
  • Actively cross-sell a basket of facilities (trade, treasury, cash management, secured and unsecured loan, insurance and wealth management products)
  • Ability to analyze, interpret and draw conclusions based upon data, decisions, business and technical procedures, government regulations
  • Working knowledge of or ability to pick up process mapping , ideation, journey mapping requirements elicitation/ documentation techniques
5

Account Relationship Manager Job Description

Job Description Example
Our growing company is hiring for an account relationship manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for account relationship manager
  • Build and strengthen relationships with key GED® prep program directors/staff/teachers
  • Understand and be able to clearly articulate the GED® program story and direction, and be able to effectively communicate these to a variety of stakeholders and community leaders
  • Meet with and educate local and state elected officials and policymakers, and understand their motivations and the programs/initiatives they are championing
  • Understand the economic development situation and goals of states and key metro markets, and position yourself/GED Testing Service® as a contributor, partner and problem solver
  • Help develop and distribute content (news stories, student success stories, ,) in each state/key metro market, in partnership with the Communications Manager
  • Keep the pulse of GED® program visibility and sentiment regularly and provide information and feedback to GEDTS leaders on the state of the brand, sentiment and any suggestions for program refinement
  • Assist in promoting professional development resources to educators, and in time (with training) help deliver high-level professional development around teaching and content strategies related to preparing students for the GED® test at meetings and conferences
  • Help distribute information and educate key stakeholders of GED Testing Service® about messages, promotions, and initiatives
  • Represent GED Testing Service® at national/regional and state conferences and events
  • Responsible for the operational vision and execution of all key client relationship requirements
Qualifications for account relationship manager
  • He/she will be an experienced investment professional
  • Bachelor degree or 2 years of current Business to Business sales experience
  • Valid driver’s license and satisfactory driving record, with dependable means of transportation
  • Masterclass
  • Maintaining the lower levels of brokers' tiering + implementation on the closing procedures of brokers / annual review on profitability & premium development
  • Webinars / efficient way of education to rest brokers

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