Client Account Manager

Client Account Manager Job Description Template

Our company is looking for a Client Account Manager to join our team.


  • 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.


  • 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.