Account Manager Job Description Template

A starting point for a Account Manager job description, in a consistent structure: essential functions, qualifications, and classification. Customize it for your organization and download it as a formatted Word document or PDF.

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Account Manager

ClassificationExempt

Reports ToDirector of Account Management

DepartmentSales

Job Summary

Owns relationships with an assigned book of customers, driving retention, satisfaction, and account growth.

Essential Functions

Serve as the primary point of contact for an assigned portfolio of customer accounts
Drive renewals and identify opportunities to expand existing accounts
Conduct regular business reviews with customers
Coordinate with internal teams to resolve customer issues
Forecast account revenue and track account health
Maintain accurate account records and activity in the CRM

Qualifications

Required:

3+ years of account management or customer success experience
Track record of meeting retention or revenue goals

Preferred:

Bachelor's degree in Business or related field

Before you post it

Confirm the classification. This template is marked exempt. Whether a specific Account Manager role is exempt depends on its actual duties and pay, so check it against the FLSA duties and salary tests (and any stricter state rules) before you finalize it.
Add pay details if your state requires them. A growing number of states require a pay range, and sometimes benefits or an application deadline, in job postings. Check a posting for free.
Tailor the essential functions. They should describe what this role does at your organization. Generic duties are harder to defend when a job description is used for accommodation, classification, or performance decisions.

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