Manager, Account Management Job Description

Manager, Account Management Job Description

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Manager, account management provides strategic guidance and support to implement best practices to enable the Talent COE leverage the full capabilities of the systems to support the organization's initiatives.

Manager, Account Management Duties & Responsibilities

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

Sample responsibilities for this position include:

Build relationships with internal clients in all functions at all levels, and assure effective delivery of services
Actively monitors local customer service personnel performance and makes recommendations to management on supplemental training required to properly support currently installed EMC products new products that will be introduced to the environment, in conjunction with Professional Services and Sales, develop a joint business plan on SAM Offering
Coordinate all aspects of project workflow throughout the Agency under the guidance of the Account Manager or Director
Route and secure appropriate approvals/sign-off of all projects
Manages Account Managers
Interview Account manager candidates, maintain candidate tracking spreadsheet, and make candidate recommendations to Director
Coordinates with Servicing Account Manager on execution of client activity and communication with client and third-parties
Develops clear understanding of servicing requirements and obtains appropriate information from partners to facilitate service changes or transactions
Researches client records, contracts, agreements and transactions partnering with Servicing Account Manager
Ensures accurate set up of fees

Manager, Account Management Qualifications

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

Licensing or Certifications for Manager, Account Management

List any licenses or certifications required by the position: QIB, PMP, ITIL, SSL, PRINCE2, CAM, RHCE, PTCB, PMI

Education for Manager, Account Management

Typically a job would require a certain level of education.

Employers hiring for the manager, account management job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, Marketing, Business/Administration, Finance, Management, MBA, Health, Education, Advertising, Economics

Skills for Manager, Account Management

Desired skills for manager, account management include:

Rules
MS Office applications
Services
MasterCard's core products
Word
COGNOS capabilities
PowerPoint
Excel
COE capabilities
Manages the timeliness and quality of all COE deliverables

Desired experience for manager, account management includes:

Organized multi-tasker who thrives in a fast-paced environment
Flexible with tight turnaround projects and last minute revisions
Works well with both business and creative people
Client oriented – strong client relationships, diplomatic and able to deftly navigate client issues
Calm, thoughtful approach to issues, challenges and problems
Flexible with tight deadlines and last minute revisions

Manager, Account Management Examples

1

Manager, Account Management Job Description

Job Description Example
Our company is looking for a manager, account management. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for manager, account management
  • Manager will be responsible for performing a variety of analytical tasks and provides key leadership collaboration with the account team that is responsible for the retention and expansion of client account(s) that are of strategic importance to the Firm
  • Manages the planning of client events and meetings, and ensures the implementation of same
  • Measures, tracks, and performs analyses regarding total value delivered to the client, as defined by client leadership team
  • Understands and provides input regarding account administration activities, and ensures adherence to compliance and risk management standards
  • Lead the creation, development and production of account sites to house relevant account information and materials for the team, such as previous work examples, deliverables, and external reference information
  • Shares leading practices and activities from other account teams with account leadership and brainstorms go-to-market strategies
  • Project Manage and Guide account management teams in developing and refining a strategy for the account planning and management process
  • Assign resources to projects based on skill sets and availability
  • Serve as a point of contact for clients regarding process, work requests, scheduling, and issue resolution
  • Collaborate with Country management, Channel, Marketing, Business Development, Solution Architects functions on key initiatives
Qualifications for manager, account management
  • Knowledge of trust operations and accounting systems usually acquired through related experience is desired
  • General business knowledge, particularly in the investment management industry, including knowledge of accounting and finance principals
  • Analytical, problem solving and strong organizational skills required to identify and resolve account issues
  • Ability to prepare recommendations and presentations for Sr
  • Demonstrate specialized communications skills such as external communications to clients and prospects, internal communications, and public relations / analyst relations is a plus
  • Ability to quickly analyze information, spot exceptions or trends, and conduct required follow-up
2

Manager, Account Management Job Description

Job Description Example
Our innovative and growing company is hiring for a manager, account management. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for manager, account management
  • Work closely with Client Services, Business Operations and relevant areas within FundsNetwork to help identify and implement enhancements with regards to improving the customer experience and driving forward operational efficiency
  • Conduct periodic reviews of business including call activity, lead follow up, pipeline reviews, prospecting and performance for each individual
  • Manage expectations by communicating project status and issues
  • Assessment of Key Future Indicators
  • Creation and management of project plans
  • Conduct territory reviews to assess areas of opportunity within accounts strategies and action plans to achieve targets
  • Oversee the coordination of all aspects of daily operations within the customer’s MPS environment
  • Lead a team that maintains and grows our MPS revenues at existing customers
  • Hire, coach, develop and mentor the Field and Inside Account Managers
  • Develop and execute the business strategy and assist in identifying solutions that will improve and enhance the organization's business goals
Qualifications for manager, account management
  • Market data industry experience highly desired
  • Internal information dissemination
  • Ability to communicate issues to all stakeholders in a consistent and frequent manner
  • Team-oriented with a proven ability to manage multiple activities simultaneously
  • Must have the necessary experience required to anticipate and address potential problems or questions regarding projects
  • Must be able to communicate professionally during stressful situations, maintaining composure and resolving problems effectively and positively
3

Manager, Account Management Job Description

Job Description Example
Our growing company is looking for a manager, account management. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for manager, account management
  • Assist in negotiations of contract renewals and optimized MPS opportunities
  • Serve as point of escalation for customer inquiries
  • Identifies solutions, aligns, and builds win/win recommendations
  • Ensures creative execution of plan in delivered
  • Checks all calculations for quarterly bonuses for sales goal attainment, profitability, persistency, execution and VNB
  • Calculates quarterly bonuses for RVPs
  • Administers compensation plan for Voluntary Benefits AEs
  • Provides quarterly earnings projections for AEs/BDDs for compensation committee
  • Checks guarantee reconciliations for new AEs and BDDs
  • Reviews all guarantee offers for new AE hires
Qualifications for manager, account management
  • Should have managed a team in the past of at least 5-10 resources
  • Demonstrated understanding of health care industry and local markets for managed health care products
  • Bachelor of Science or equivalent and/or M.B.A with a background in Business, Finance or Commerce preferred
  • Good working knowledge of legal documentation, financial modeling & analysis, accounting and risk management
  • Ability to establish and maintain customer relations and relationships with legal and insolvency community and other advisory individuals/groups appraisers, engineers
  • Ability to identify and resolve concerns within MyBell and MyBell Mobile
4

Manager, Account Management Job Description

Job Description Example
Our company is searching for experienced candidates for the position of manager, account management. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for manager, account management
  • Provide direct client support services
  • Support Canadian business development outreach, including attendance at meetings with issuers
  • Prepare strategic pricing analysis in support of pricing recommendations
  • Administer various ongoing and ad hoc projects in Canadian market
  • Oversee the management of offsite storage repositories
  • Understanding the customers’ business and implementation of individual solutions for energy procurement and portfolio management to meet the customers’ total need
  • Customer Support, including tendering and negotiations of complex energy supply contracts, creation of analyses and reports both for the commodity and the non-commodity part of the customer’s exposure
  • Resale and cross selling to existing customers
  • Supporting Key Account Managers with overall CRM strategy management
  • Securing the startup phase for new customer business
Qualifications for manager, account management
  • Exceptional written and spoken English and (local language)
  • Candidates for this position should have a broad understanding of financial markets
  • 5+ years experience in loyalty marketing, promotional planning, sales or a related field
  • Relationship and/or key account management experience
  • Must have strong understanding of digital marketplace and of the competitive landscape in which we operate
  • 2-3 years of client servicing experience with a minimum of 2 years investments experience is desired
5

Manager, Account Management Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of manager, account management. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for manager, account management
  • Building stronger relationships with customers and forming customer relationships at key stakeholder level where possible
  • Project work on a Pan-European / global level across the wider business
  • Ad hoc support to Key Account Managers regarding large scale domestic and international projects
  • Provide materials and/or assistance with preparing presentations, reports, data, case studies, needed for pursuit of new business development
  • Ensure department operations policy is followed
  • Ensure the implementation of routine and specific human resource policies as they relate to subordinates including hiring new employees, performance management, and salary adjustments
  • Participating in the hiring/staffing process for designated account(s)
  • Ensure the consistent delivery of key performance indicators and objectives across Customer Account Management processes
  • Sponsor the I Close Customer Journey
  • Lead and deliver initiatives to improve efficiency and reduce hand-offs to ensure business plans and targets are met
Qualifications for manager, account management
  • Business, investment and accounting knowledge usually acquired through coursework are required to oversee client and fund’s daily transactions
  • Strong leadership skills emphasizing hands-on coaching and mentoring techniques
  • Excellent understanding of business accounting practices related to sales and use tax a plus
  • 3 years experience in employee benefits with relevant background in client management, sales, corporate benefit administration or insurance brokerage
  • Sales and Customer Service leadership
  • Self-sufficient senior sales person

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