Client Account Manager Job Description Template
Our company is looking for a Client Account Manager to join our team.
Responsibilities:
- Ad hoc advisory work;
- Production of management accounts for allocated clients;
- The achievement of financial and service targets relating to his/her clients;
- Preparing personal tax returns;
- Create and communicate management information pertaining to the development of the nominated accounts;
- Financial reporting and data insight for internal management reporting, presenting management accounts to Board level;
- Managing assignments, delegating and reviewing work;
- VAT returns;
- Developing market awareness;
- Keeping partners up to date on developments and progress, and preparing files for final review;
- Client billing, WIP review, negotiations and drafting client proposals;
- Ensuring that recovery rates and budgets for jobs are adhered to by self and the team;
- Bedding in new client jobs and passing down work for the team to deal with;
- Staff appraisals and training/mentoring of staff within the Accounts Team;
- Assisting in the running of the client portfolio.
Requirements:
- Customer engagement skills with the ability to understand the customer’s needs and articulate own product and service benefit;
- Work with the Team Leaders to ensure there are no backlogs of work;
- Willingness and ability to adapt to new circumstances, information, and challenges;
- Experience of working within the public sector;
- To manage the recruitment, training, retention, and motivation of employees in order to develop a committed, high performance team;
- Experience of working for an IT service / consultancy or systems integrator organisation;
- Attend Client Meetings and presentations as required;
- Able to give and follow instructions accurately and efficiently; proactive in seeking clarification to ensure desired outcome;
- Any other duties necessary to effectively manage the Accounts Team;
- Excellent interpersonal Skills;
- Outstanding written and verbal communication skills;
- Confident and able to work on own initiative;
- Review processes to suggest improvements to standardise, streamline and simplify;
- Understand the technology behind the products, offers and capability sets;
- Previous experience within a practice environment is essential.