Customer Account Manager Job Description
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:
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:
Desired experience for customer account manager includes:
Customer Account Manager Examples
Customer Account Manager Job Description
- 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
- 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
Customer Account Manager Job Description
- 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
- 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
Customer Account Manager Job Description
- 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
- 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
Customer Account Manager Job Description
- 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
- 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
Customer Account Manager Job Description
- 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
- 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