Customer Account Manager Job Description

Customer Account Manager Job Description

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Customer account manager provides inputs to develop innovative commercial deals including leverage of the complete portfolio of products, introduction of value-added services and specific pricing conditions.

Customer Account Manager Duties & Responsibilities

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

Sample responsibilities for this position include:

Prepares sales benchmarks/proposals by working directly with potential USC customers to provide product information, pricing, and product samples, and prototype customization garments
Confirm that the estimate and/or pricing meets the specifications of the actual production order
Managing all pricing changes for assigned customers
Serves as the lead point of contact for customer programs
Applies functional knowledge in formulating product and service contracts including solution description
Writes and updates program documentation including system procedures
Monitors and reports performance against project plans to ensure contractual
Translates benchmarks/proposals into actual accounts from the point of product comparison through first customer order
Provides initial annual sales forecasts for new accounts to the Supply Chain
Advocate client needs with GHI Sales Team, Operations, and Product teams

Customer Account Manager Qualifications

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

Licensing or Certifications for Customer Account Manager

List any licenses or certifications required by the position: ASE, ITIL, PMP, CAFM, CAFS, CTP, TMI, FAA, ACP, PMI

Education for Customer Account Manager

Typically a job would require a certain level of education.

Employers hiring for the customer account manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Education, Business, Management, Marketing, Engineering, Technical, MBA, General Education, Accounting, Business/Administration

Skills for Customer Account Manager

Desired skills for customer account manager include:

APAL system
Advance products and services and the ability to market those products and services to meet customer need
Automotive systems and traditional automotive aftermarket
Commercial principles
Cost
Engineering principals
Payment
Pricing
Volume discounts
Portfolio of customers

Desired experience for customer account manager includes:

A high comfort level with the technical elements of the role
Seeks feedback from others to identify development needs
Ability to track and monitor processes/data to ensure a successful outcome
Must be able to initiate action when confronted with issues in order to achieve objectives
Greater than 2 years experience in customer service, sales, or retail environment preferred
Familiar with production and processing

Customer Account Manager Examples

1

Customer Account Manager Job Description

Job Description Example
Our innovative and growing company is looking for a customer account 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 customer account manager
  • Demonstrate excellent presentation, communication and organizational skills, the ability to follow up with clients and keep them informed
  • Providing a rapid, efficient, and friendly response to Client inquiries via phone and email
  • Quickly and efficiently managing the client on-boarding process (fulfillment)
  • Initiate and host education based webinar courses via GoToMeeting
  • Interfacing as necessary with software development engineers and operations staff to independently and proactively resolve any issues which delay client fulfillment or client support
  • Effectively communicating with software developers, sales staff, healthcare clients, and vendors if issues arise and drive resolution of issues
  • Maintaining a Client satisfaction rating of at least 95% consistently
  • Maintaining a Client retention rate of at least 90% consistently
  • Participating in product development planning, and serves as the voice of the Client to client's management and development
  • Document and track all in progress and outstanding action items
Qualifications for customer account manager
  • Deliver clear execution plans on Visibility, Perfect Store, and New Customer attainment
  • Manage annual & long term contacts with Local & International customers
  • Manage BBT% , A&P, & Capex Budgets within framework
  • 1-3 years in a Manufacturing, Marketing, Sales, Customer Service, or a Customer Support environment
  • Proven Customer Account Management and Sales ability - minimum 3 years sales experience
  • Support customer site visits, trade shows and hosting of customer visits
2

Customer Account Manager Job Description

Job Description Example
Our growing company is hiring for a customer account 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 customer account manager
  • Prepare cost calculations, risk calculations, and other Service quotation economic analyses for new unit Service sales and Service contract renewals
  • Developing and maintaining relationships with all vendor partners
  • Proactively identifying and solving issues with concerned clients, fostering a positive outcome
  • Developing and monitoring compliance with systems, processes
  • Strictly adhering to HIPAA guidelines
  • Contributing to a positive, energetic, and culture-perpetuating team
  • Fulfilling Client Support duties from 7am-4pm
  • Assisting with client software installation and setup
  • Working with Clients to quickly resolve issues with enthusiasm
  • Completing special projects and other duties as assigned
Qualifications for customer account manager
  • Delivery in different market conditions & customers
  • Knowledge of export logistics terminology (INCO terms, metric system)
  • 5+ years relevant Precision Sheet Metal industry experience required, ERP experience a plus
  • Self-starter, competitive and able to work independently
  • Detail oriented, organized, ability to multi-task and dependable
  • Ability to make decisions quickly on available information and take action
3

Customer Account Manager Job Description

Job Description Example
Our growing company is hiring for a customer account 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 customer account manager
  • Consistent, complete and accurate communication of account information and delivery commitments to customers and supporting organizations
  • Track and measure the performance results
  • Coordinate between Supplier Team and Fleet Management to enable successful delivery performance and ensure “one voice” to the customer
  • Work with Fleet Management to prioritize critical customer needs and identify issues that will impact them
  • Continually develop process improvement initiatives based upon review of on-going operations
  • Generate and manage sales orders in SAP including account financials in accordance with contractual obligations
  • AOG support and availability during off business hours as required
  • Principal point of contact for all customer related inquires and support for assigned accounts including investigation and resolution to any and all customer concerns
  • Facilitate all customer Contracts to ensure compliance with terms and conditions
  • Act as a liaison between Customers and other internal Depts
Qualifications for customer account manager
  • Salesforce experience preferred (e.g., logging activities, scheduling follow up tasks)
  • Multi-language capabilities desired
  • Head Office experience in a multiple account - Essential
  • Aligning across internal functions
  • Entrepreneurial spirit – an ambitious go getter!
  • Minimum of two years of customer service experience preferred
4

Customer Account Manager Job Description

Job Description Example
Our growing company is looking for a customer account manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for customer account manager
  • Schedule and facilitate onboarding calls with all newly assigned customers to gather all needed customer information and special requirements
  • Monitor customer’s accounts on an ongoing basis to identify operational constraints that are preventing us from meeting the customer’s expectation
  • Conduct independent analysis of internal performance against customer expectations through business reviews to identify achievement of metrics
  • Monitor accuracy of customer billing to ensure compliance with internal billing requirements and communicate as needed with customer and other depts
  • Analyze current customer account to identify opportunities for expanded relationships and revenue growth
  • Evaluate and determine appropriate delivery method (rail, truck or air) to meet customer’s expectation
  • Collaborate and support the Sales Team on developing and implementing a sales strategy to improve and enhance the services provided the customer and their overall revenue
  • As the single point of contact, responsibility, and accountability for assigned accounts within the business unit provide day-to-day support by handling customer inquiries and issues, coordinating order entry and fulfillment process, and proactively communicating with customers to ensure satisfaction
  • Identify and transition opportunities for new or expanded business based on explicit needs in assigned accounts to sales team, and partner with sales team to engage, pursue, and win new business with existing customers
  • Establish and manage day-to-day relationships with applicable levels of assigned accounts when possible, including the focus of receptivity, dissatisfaction, and power when applicable
Qualifications for customer account manager
  • Interpersonal, teaming, and adaptability
  • Customer focus and influence ability, contract management and execution including financial compliance
  • Act as Primary Contact between the Customer and the Engine Center
  • Plan and Manage Customer On-Site Visits to Meet Company Guidelines and Regulations
  • B.S or B.A College, university, or equivalent degree in Account Management
  • BA Logistics or related field preffered
5

Customer Account Manager Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of customer account manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for customer account manager
  • Develop and execute tactical plans to assure protection and growth of assigned accounts
  • Document all relevant customer information, voice of customer, and tactical plans in CRM software, present customer, voice and plan reviews as required to leadership and other internal stakeholders, and track and communicate progress of customer requests and concerns
  • Identify problems/implications in assigned/relevant areas of assigned accounts and develop the resulting implied needs into explicit needs
  • Assure protection of existing revenue by planning and closing the renewal of expiring, out-dated, or under-priced contracts
  • Serve assigned accounts as the initial point of contact and reference for the entire portfolio, providing general consultation, information, presentations, and conducting meetings as required, identifying requirements to bring in other SMEs, and ensuring customer receives appropriate communications on new, enhanced, or sun setting services
  • May include travel and knowledge of foreign languages
  • Compliance with established Crane Co
  • Forecast sales rates and determines anticipated demand
  • Maintains responsibility for tracking and recovering all customer claims
  • Contributes positively as a cross functional team member across all Crane businesses (“Solutions”), Business Development, Engineering, Program Management, and Finance to develop and execute acceptable business cases and winning strategies for new business
Qualifications for customer account manager
  • Introduce available tools and services to mission partners and their stakeholders
  • Document mission partners’ needs
  • Coordinate work of technical support teams to provide mission partners with appropriate and timely services
  • Identify and reach out to potential data owners and data stewards
  • Must have experience working in a team of system and software engineers
  • Ability to brief at all management levels

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