Account Representative Job Description Template

Account representative meeting with clients in office

The account representative is responsible for generating sales between their company and its customers. They generally work on the sales and customer service team where they build and maintain relationships with new and existing clients. Usually acting as the first point of contact for clients, they recommend new products and services, as well as answer any questions clients may have to ensure that they’re satisfied with their purchase.

By copying the format and structure of this job description sample, and adding your own personal background and job requirements, you can create a professional job post that attracts the most qualified candidates. If you’re looking for more ideas to include in your account representative job description, you can find helpful insights by viewing related job listings posted by companies like yours.

Account representative meeting with clients in office

Account Representative

[Intro Paragraph] When creating a professional account representative job description, use the first paragraph to give an introduction of the company. Here you can give a short marketing synopsis to inform and excite job seekers about your company, the work culture, and why you’re looking to hire. This paragraph is an opportunity to set your company apart from others, so show what you have to offer.

Account Representative Job Responsibilities: The next paragraph includes a detailed list of the responsibilities a candidate would need to perform the job. Be specific so job seekers can decide whether or not they have the right qualifications for the job. Here are some examples to include in the list of responsibilities:

  • Knows and keeps track of current accounts.
  • Serves as the primary point of contact for assigned clients, resolves any issues or complaints and provides updates on new products or services.
  • Keeps track of corporate communication channels.
  • Initiates contact with new and prospective clients.
  • Updates existing clients on new products or services.
  • Initiates the sales process by scheduling appointments, creating presentations, and understanding account requirements.
  • Closes sales by building rapport with potential accounts.
  • Creates and distributes bills and invoices and records all transactions relating to client purchases.
  • Audits all client files in order to maintain accurate record-keeping.
  • Collaborates internally with multiple departments including account management and marketing.
  • Contributes information to market strategy by monitoring competitive products.
  • Updates job knowledge by participating in educational opportunities.

[Work Hours and Benefits]: The next paragraph in your account representative job description is the perfect place to discuss the specific work hours and benefits of your company. Tell candidates about the expected working hours and whether you require them to be in office or if they have the ability to work from home. Be sure to also include additional job benefits, like a competitive salary, bonuses, or tuition reimbursement.

Account Representative Qualifications and Skills:

  • Analytical skills and the ability to work with data
  • Able to build and maintain relationships with clients
  • Excellent time management and organizational skills
  • Proficient in working both independently and as part of a team
  • Experience with writing and delivering presentations to other departments
  • Strong attention to detail

Education and Experience Requirements:

  • A bachelor’s degree, or a four-year college diploma in Business Administration or a related field
  • Proven experience in a sales role or related experience as an accountant representative
  • Experience in customer service is a plus
  • Proficient in MS Office

[Call to Action] Now that the job seeker is familiar with your company and the position you’re looking to fill, you can wrap up your job description with a compelling call to action. Here you provide a quick and easy way to apply to your job. Tell candidates where they can send their resume and include a direct link to your company’s application page if an online submission is required. Be sure to also inform them of any other documents they may need to include, such as a cover letter or portfolio.

Ready to Post Your Account Representative Job Description?

Account representatives are the primary contacts between your company and its clients, so ensure that the candidate you hire can do the job. Once your job description is ready to go, you’ll want it to draw the attention of qualified candidates. The good news is that we’re here to make this process more effective and efficient. Start the hunt today by posting your job, free of charge with Monster.