Manager, Account Management Job Description
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:
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:
Desired experience for manager, account management includes:
Manager, Account Management Examples
Manager, Account Management Job Description
- 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
- 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
Manager, Account Management Job Description
- 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
- 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
Manager, Account Management Job Description
- 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
- 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
Manager, Account Management Job Description
- 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
- 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
Manager, Account Management Job Description
- 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
- 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