
CUSTOMER ACCOUNT MANAGER
WHAT DOES IT TAKE?
The Customer Account Manager serves as the primary point of contact for assigned clients. The role is focused on strengthening customer relationships, ensuring needs are met, resolving issues, and identifying growth opportunities within accounts. The core goal is to achieve high levels of customer satisfaction and retention while supporting business objectives
RESPONSIBILITIES
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Develop and maintain strong, long-lasting client relationships.
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Manage a portfolio of customer accounts, ensuring their needs are met and exceeded.
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Provide ongoing support, guidance, and advice to clients, including onboarding and training for new customers.
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Proactively communicate to ensure clients are satisfied and issues are addressed quickly.
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Oversee customer account management activities, including contract negotiations and renewals.
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Identify opportunities for account growth, upselling, cross-selling, and product/service improvements.
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Collaborate with internal teams such as Sales, Customer Success, and Product Development to deliver tailored solutions.
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Prepare and present progress reports, metrics, and status updates to clients and internal stakeholders.
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Track client account performance, usage, and metrics, recommending optimizations as needed.
REQUIRED SKILLS & QUALIFICATIONS
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Proven experience in customer service, client relations, or account management (1–5+ years depending on seniority of the role).
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Excellent communication and interpersonal skills, with a focus on customer satisfaction.
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Strong problem-solving, conflict-resolution, and decision-making abilities.
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Ability to work independently and within a cross-functional team.
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Organizational and time-management skills; able to manage multiple projects simultaneously.
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Proficiency with CRM software (e.g., Salesforce, HubSpot, Zoho CRM).
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Analytical skills for reporting account performance and monitoring market trends.
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Strong negotiation and sales skills are a plus, especially for roles that emphasize business growth.
SOFT SKILLS
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Customer-focused attitude
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Adaptability and strategic thinking
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High attention to detail
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Proactive and positive approach to challenges