Career Section Entry Level Jobs

Account Manager | Job Description

Account Manager

Similar roles:

client account manager, client manager, customer advocate

Job level:


Average annual salary:


Role in Customer Success Team:


Reports to:

CSM, Head of CS, or CCO

Summary points:

Key Responsibilities: What Does an Account Manager Do?

Account managers are the main point of contact between a company and its clients. Their role is to strengthen customer relationships and build them into long-term partnerships that drive business goals for both parties.

Within a customer success context, the scope of an account manager is slightly more limited than it used to be prior to the appearance of CS. With the goal of simply helping customers always in mind, account managers handle everything involving direct communication with the client, making sure all interactions go smoothly from a customer experience point of view.

Key Responsibilities:

  • Being customers’ liaison for all official business interactions, helping push client concerns, issues, and needs toward resolution by facilitating efficient communication and aiding the resolution process as much as possible.
  • Collaborating with customer success to create long-lasting business connections, strengthening all customer relationships and building them into true business partnerships.
  • Maintaining client records, keeping and sending periodic updates, and having an overview of account contract information, including the best times to reach out for renewals and account updates.
  • Understanding the products and services the business offers to better ensure their adequate delivery to customers.
  • Assisting sales and marketing with strategic plans and any requests and materials from the customers’ side.
  • Monitoring customer activity, creating and contributing to reports, and meeting with stakeholders on a recurring basis to improve customer understanding, drive business, and discuss areas of improvement.
  • Assisting customer success in monitoring for upsell and cross-sell opportunities and discussing any findings with the CSM or Head of Sales.

Skills and Competencies

Here are the necessary skills to be a good account manager::

  • Minimum of 1 year of experience in communications, marketing, sales, account management, or customer success or equivalent in customer success courses / training
  • High emotional intelligence and empathy skills.
  • Client management.
  • Customer service skills.
  • Good communication skills and ability to maintain conversations with clients in a diplomatic and goal-focused manner.
  • Good analytical and goal-oriented mindset backed by basic-to-advanced project management knowledge.
  • Ability to monitor customer activity and create reports.
  • Good IT&C knowledge and capabilities and ability to learn new software tools on the job.

Good Training Materials and Programs

Here is a list of articles, guides, courses, and other resources that provide good training for professionals in this position:
Account Management for Beginners

Catherine Gao and Erin Adams Chanler

Account Management & Sales Force Design


Strategic Account Management

Queen’s University

Advanced Project Management Certificate Program (APM)


The Ultimate Account Management Guide for Professional Services


Key Account Management: The Ultimate Guide


Customer Success Managers Aren’t Just Account Managers With New Titles


Potential Roles to Grow into

If you’re starting from this position, here are some roles you can consider in the future:


Technical Account Manager

Average annual salary: $54,955

Role in Customer Success Team: Execution

Reports to: Customer success manager, Customer success operations manager, Director of customer success


Expansion and Upsell Manager

Average annual salary: $121,344

Role in Customer Success Team: Management

Reports to: Director of Customer Success, Head of Sales


Director of Customer Success

Average annual salary: $156,985

Role in Customer Success Team: Management

Reports to: VP of Customer Success, Chief Customer Officer


Chief Customer Officer

Average annual salary: $233,800

Role in Customer Success Team: Management

Reports to: chief executive officer


Notice: This website or its third-party tools use cookies, which are necessary to its functioning and required to achieve the purposes illustrated in the privacy policy. If you want to know more or withdraw your consent to all or some of the cookies, please refer to the privacy policy. By closing this banner, scrolling this page, clicking a link or continuing to browse otherwise, you agree to the use of cookies.