Account Representative Job Description
Account Representative Duties & Responsibilities
To write an effective account representative job description, begin by listing detailed duties, responsibilities and expectations. We have included account representative job description templates that you can modify and use.
Sample responsibilities for this position include:
Account Representative Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Account Representative
List any licenses or certifications required by the position: BLS, GOLD, CPR
Education for Account Representative
Typically a job would require a certain level of education.
Employers hiring for the account representative 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, Engineering, Business/Management, Entrepreneurship, Business/Administration, Technology, Technical, Management
Skills for Account Representative
Desired skills for account representative include:
Desired experience for account representative includes:
Account Representative Examples
Account Representative Job Description
- Learn, Understand and become proficient in Quote Process and Commercial Negotiation Process
- Learn, Understand and become proficient in avoiding and resolving Open Commercial Issues
- Learn, Understand and become proficient in Account Management
- Efficiently enters, revises and releases orders for processing
- Proactively assists customers, sales reps, members of the management team, or coworkers with inquiries, requests for information or resolution of complex issues
- Demonstrates clear, effective, and thorough email communication with internal and external customers
- Operating as a liaison between our corporate clients and a select market
- Meeting with new and existing customers about service promotions
- Meeting all sales objectives
- Handling the administrative aspects of all sales
- Bachelor’s or advanced degree in Accounting or Finance strongly preferred
- Accounts receivable, commercial finance, reporting and planning experience preferred
- Entertainment industry experience highly preferred
- Must have experience with ERP systems such as SAP, MACCS, GATOR and/or Great Plains
- Previous options/financial industry background required
- Bachelor of Science, preferably in biology or chemistry
Account Representative Job Description
- Establish payment schedule and grant extensions of payment deadline
- Assist and navigate maintenance of business issues (competitive intelligence, complaint handling, product information, customer service issues)
- Manage daily reports and update customers accordingly
- Maintain a monthly backlog completion rate of 80-85%
- Thoroughly update all- reports scheduled for revision
- Maintain knowledge of corporate products, services, policies and mission to assist with effective handling of inquiries from both listed accounts and our customers (members)
- Prospect industry suppliers for membership and contact existing members annually within respective territory to educate on services and cross-sell new services
- Document member calls in call report
- Requesting and assembling information provided by various departments to support RFQ’s, RFP’s and entry of POs received from customers
- Coordinating lead-time / availability with production planning, verify product specification and approval for manufacture and sale of material(s), adhere to contractual agreements, and ensure appropriate price is utilized via review of contract, historical, or confirmation with Product Manager
- Bachelor’s degree in business administration, communications, supply chain management, or a closely-related field OR an equivalent combination of education and experience
- At least two years of related experience in customer service or closely-related function
- Related experience in the steel, metals or closely-related industry preferred
- Identify and enhance customer value drivers
- Champions the Carnegie Way Method
- Identifies and develops project opportunities across multiple supply chain disciplines
Account Representative Job Description
- Identify and post cash to correct patient accounts
- Refrain from disclosing or revealing confidential information to any person, except as specifically necessary for the staff member to perform his or her job duties
- Review unpaid accounts by examining remittance advice and aging reports
- Submit claims to appropriate insurance carriers or organizations to obtain payment for equipment and/or service provided
- You will bring partner teams in line with your business goals, from commercial, technical to operations, helping to prioritize EAN efforts over other suppliers
- Building strong internal relationships with technology, customer operations, finance, sales support, analytics, and legal teams as necessary
- Leading the launch and on-going day-to-day performance of the EAN Partnerships and work across other functions, Marketing, Operations, Technology, Site Optimization and User Experience
- Developing a deep understanding of the API to promote integration and partner opportunities for marketing and promotional activities
- Ability to identify gaps in product or tools, specific to mid-long tail portfolio and surface gaps internally with supporting teams, to ensure we are equipped to drive long-term growth
- Learns full line of GRC services including features, benefits, pricing, intended use, value proposition and competitive position in order to effectively serve clients by attending and engaging fully in training program for new hires
- One-year financial analysis for credit purposes preferred
- Telephone experience and etiquette
- Provide a high quality level of customer service to all account representatives
- Input data in a timely manner to start the order management process
- Work with other departments to ensure coordination of shipments
- Excel efficiency with v look ups preferred
Account Representative Job Description
- Performs functions that are critical to the accuracy of billing for the group program for all assigned accounts
- Detects and assists with troubleshooting problems with the electronic interface established for the customer and mobilizes the resources of other departments when necessary
- Accurately applies premium from Institutional customers to the policies/accounts/records of individual policyholders
- Participates on the team assigned to implement new small to mid-sized accounts for voluntary benefit sales
- Assists in initiating internal resources needed to implement product additions to existing customers
- Supports the quality management system processes
- Develop and implement business and sales strategies for achieving long-term sustainable and profitable growth in Japan through the Architectural Glass channel
- Manage and drive short-term profit and loss performance within Japan
- Develop the Territory Management resources plan to achieve the business results in the Japan Architectural market
- Establish relationships with strategic accounts across the channels in Japan
- 2-3 years sales/service experience
- Requires a Valid Driver’s License along with a clean driving record
- At least 2 years in a customer service setting
- Take calls from existing customers placing orders
- Enter order requests into the system
- Make outbound calls in order to sell and secure orders from existing and prospective customers
Account Representative Job Description
- Help with other tasks as needed to maintain RCM department's work and office flow
- Pre-delivery management for PO#, request delivery date, shipping mode, special requirement
- Credit management include pro forma issue and order release, timely notice to sales or customers if any payment delay
- Credit note / debit note management for shipment shortage / return or overage
- Customer focus sense and team work spirit
- Detail oriented, able to drive results and highly committed to work
- Business analysis skill
- Strong office software skill, especially excel
- Familiar with SAP functions, 2-3 years’ experience in customer service area will be plus
- Fully understands the sales plan for their market areas
- Bachelor’s degree in Chemical Engineering or Engineering in general, Business Administration
- Full usage of oral and written English
- Proven record in accelerating growth in challenging market conditions
- Related jobs to commercial area from specialty business nature – at least 2 years of experience in sales is desired but not a must
- Consistent record of successful sales/account management in a B2B environment, marketing agency, airline, technology or travel background
- Minimum of three (3) years related experience including products, services, operations, customer service, marketing and sales techniques