About the Account Manager role
An Account Manager owns the relationship between your company and a portfolio of clients. They act as the main point of contact after the sale closes, making sure clients get value, stay happy, and renew or expand their contracts. Great account managers combine commercial instinct with genuine care for the customer's success.
The role varies by business model. In agencies, account managers coordinate deliverables between clients and internal teams. In SaaS and B2B services, they focus on renewals, upsells, and adoption. In enterprise sales organizations, they may manage a handful of strategic accounts worth most of the revenue. Your posting should make clear which flavor of account management you are hiring for.
Clarify the portfolio size, revenue responsibility, and whether the role carries a quota. Candidates read these signals to judge seniority and fit, so being upfront saves both sides time.
Account Manager job description template
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Job brief
Our client base has outgrown what the sales team can nurture on the side, so we are adding an Account Manager to give those relationships a dedicated owner. Your week will revolve around a portfolio of existing customers: regular check-ins, renewal conversations, expansion pitches, and the occasional fire that needs putting out before it spreads. Inside the company, you will be the client's voice, pulling in product, support, and delivery colleagues whenever an account needs them.
The right person reads commercial situations quickly, writes and presents with polish, and genuinely enjoys the long game of building trust. A book of happy, growing accounts should be the thing you brag about.
Responsibilities
- Own a portfolio of client accounts end to end, acting as their single go-to person inside the company
- Invest in each relationship deliberately, from regular business reviews to knowing the client's roadmap and politics
- Build enough trust with senior client contacts that they involve you early in important decisions
- Spot expansion openings inside existing accounts and convert them into upsell and cross-sell revenue against target
- Lead renewal and contract negotiations to outcomes that work for both sides
- Keep delivery on track by aligning internal teams with what each client was actually promised
- Give clients and internal leadership a clear, honest picture of where initiatives stand each month and quarter
- Maintain rolling revenue forecasts for your book and flag risks to the pipeline early
- Document account health in the CRM and share growth insights with the wider sales team
- De-escalate difficult client situations yourself and pull in leadership when the stakes justify it
- Feed recurring client pain points back to product and operations so the whole customer base benefits
Requirements and skills
- Several years managing client accounts or key accounts with revenue responsibility
- Persuades comfortably in rooms that range from daily users to C-level buyers
- Fluent in CRM platforms and everyday productivity tools, with clean pipeline hygiene
- Has shaped solutions around what a client actually needs rather than what was easiest to sell
- Runs many accounts and workstreams in parallel without letting details slip
- Listens more than talks in client meetings, then negotiates and presents with confidence
- Writes crisp emails and proposals, and holds a room on a call
- University education in business, sales, or a comparable discipline, or equivalent commercial experience
Nice to have
- Experience in our industry and familiarity with its buying cycles
- A track record of growing account revenue through upsells and renewals
- Experience managing enterprise or strategic accounts
- Familiarity with customer success metrics such as NPS, churn, and net revenue retention
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