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JOB DESCRIPTION TEMPLATE

Account Manager Job Description

Manage client relationships, retain and grow revenue, and act as the primary day‑to‑day contact for a portfolio of customers. This role balances service, commercial awareness and cross‑team coordination.

EMPLOYER TEMPLATE
Ready to edit
Account ManagerSales & Client Services
Your location Add salary Full-time
Own a defined portfolio of client accounts and act as the main point of contact for day‑to‑day enquiries.
Maintain and strengthen client relationships through regular communication, meetings and reviews.
Drive contract renewals, manage churn risk and identify opportunities for upsell and cross‑sell.
Prepare and present account reports, performance metrics and action plans to clients and internal stakeholders.
QUICK ANSWER

What does a Account Manager professional do?

An Account Manager looks after a portfolio of clients, ensuring satisfaction, renewal and growth while meeting commercial targets and coordinating internal teams to deliver agreed outcomes.

Account Manager job description template

Use this employer-ready example as a starting point, then replace the placeholders and adjust the content so it accurately reflects your vacancy.

JOB ADVERT TEMPLATEAccount Manager

Account Manager

Location: [Add location]

Salary: [Add salary or salary range]

Working pattern: [Office-based / Hybrid / Remote]

Employment type: [Permanent / Fixed-term / Temporary]

About the role

[Company name] is looking for an experienced Account Manager to manage a portfolio of clients from our [location] office. You will be responsible for maintaining strong client relationships, driving contract renewals, identifying upsell opportunities and delivering regular account reviews and performance reports. This role requires excellent communication, commercial awareness and experience working with CRM systems. Salary: [insert salary or range].

Key responsibilities

  • Own a defined portfolio of client accounts and act as the main point of contact for day‑to‑day enquiries.
  • Maintain and strengthen client relationships through regular communication, meetings and reviews.
  • Drive contract renewals, manage churn risk and identify opportunities for upsell and cross‑sell.
  • Prepare and present account reports, performance metrics and action plans to clients and internal stakeholders.
  • Coordinate internal teams (operations, product, finance, support) to ensure timely delivery against client expectations.
  • Negotiate commercial terms and manage simple contract amendments in line with company policy.
  • Resolve client issues and escalate more complex matters to the relevant functions while keeping the client informed.
  • Track account KPIs, sales pipeline and revenue forecasts within the CRM and report to management.

Essential skills and experience

  • Proven experience in account management, client relationship management or similar client‑facing role.
  • Strong verbal and written communication skills with the ability to present to clients and senior stakeholders.
  • Commercial awareness with experience managing renewals, contracts or sales pipelines.
  • Familiarity with a CRM system (e.g. Salesforce, HubSpot or similar) and basic competency with spreadsheets.
  • Good organisational skills and the ability to manage multiple accounts and deadlines.
  • Right to work in the UK.

Desirable

  • Experience in the same sector or with similar client types (B2B or B2C as applicable).
  • A degree in business, marketing, sales or a related discipline, or equivalent work experience.
  • Formal sales or account management training or accreditation.
  • Proven track record of meeting or exceeding account targets or KPIs.
  • Full UK driving licence and willingness to travel to client sites when required.
  • Additional language skills relevant to your client base.

What we offer

  • Salary: [insert salary or salary range]
  • Pension contribution: [details to insert]
  • Annual bonus / commission: [details to insert]
  • Holidays: [e.g. 25 days plus bank holidays]
  • Flexible working / hybrid working options: [details to insert]
  • Private medical / health cash plan: [details to insert]

How to apply

Apply with your CV and any additional information requested. Make the interview process, closing date and any assessment stages clear where known.

Use this as a starting point rather than a final advert. The strongest version will reflect the real role, salary, location, systems, responsibilities, benefits and working arrangements.

What is an Account Manager role?

Account Managers maintain and develop relationships with a portfolio of customers to ensure satisfaction, retention and growth. They balance client service with commercial responsibilities—tracking account performance, managing renewals, coordinating internal delivery and identifying new revenue opportunities. Day‑to‑day work combines client meetings, reporting, negotiation and collaboration across product, operations and finance teams.

Client focus

Primary contact for assigned clients, building trust and ensuring service delivery meets expectations.

Commercial targets

Responsible for renewals, retention metrics and identifying upsell opportunities to support revenue goals.

Cross‑team coordination

Work with operations, product and finance to resolve issues and deliver projects on time.

Reporting & forecasting

Track account performance, maintain pipeline in CRM and provide accurate forecasts to management.

Typical Account Manager responsibilities

Responsibilities should reflect the real scope of the vacancy rather than every task someone in this profession might ever complete.

01

Own a defined portfolio of client accounts

Own a defined portfolio of client accounts and act as the main point of contact for day‑to‑day enquiries.

02

Maintain

Maintain and strengthen client relationships through regular communication, meetings and reviews.

03

Drive contract renewals

Drive contract renewals, manage churn risk and identify opportunities for upsell and cross‑sell.

04

Prepare

Prepare and present account reports, performance metrics and action plans to clients and internal stakeholders.

05

Coordinate internal teams (operations

Coordinate internal teams (operations, product, finance, support) to ensure timely delivery against client expectations.

06

Negotiate commercial terms

Negotiate commercial terms and manage simple contract amendments in line with company policy.

07

Resolve client issues

Resolve client issues and escalate more complex matters to the relevant functions while keeping the client informed.

08

Track account KPIs

Track account KPIs, sales pipeline and revenue forecasts within the CRM and report to management.

Account Manager skills and experience to look for

Keep the essential list focused on what the person really needs to perform the role. Move useful-but-trainable experience into desirable criteria.

ESSENTIAL

Usually worth prioritising

  • Proven experience in account management, client relationship management or similar client‑facing role.
  • Strong verbal and written communication skills with the ability to present to clients and senior stakeholders.
  • Commercial awareness with experience managing renewals, contracts or sales pipelines.
  • Familiarity with a CRM system (e.g. Salesforce, HubSpot or similar) and basic competency with spreadsheets.
  • Good organisational skills and the ability to manage multiple accounts and deadlines.
  • Right to work in the UK.
DESIRABLE

Useful where relevant

  • Experience in the same sector or with similar client types (B2B or B2C as applicable).
  • A degree in business, marketing, sales or a related discipline, or equivalent work experience.
  • Formal sales or account management training or accreditation.
  • Proven track record of meeting or exceeding account targets or KPIs.
  • Full UK driving licence and willingness to travel to client sites when required.
  • Additional language skills relevant to your client base.
Building the rest of the vacancy?

See our guide to what to include in a job advert before publishing.

How to write a Account Manager job advert

Small role-specific details can make the advert much easier for suitable candidates to assess.

01

Lead with outcomes

State the key commercial goals for the role (e.g. retention, renewal rate, upsell) so candidates understand success measures.

02

Clarify account mix

Specify client types, contract sizes and account complexity (e.g. strategic vs transactional) to attract the right experience level.

03

Be specific about tools

List the CRM and reporting tools used and whether you expect candidates to set up workflows or rely on an existing process.

04

Mention working pattern

Explain hybrid/remote requirements and travel expectations for client visits to avoid unsuitable applications.

Account Manager salary considerations

Account Manager pay varies by sector, account complexity and the balance between base salary and variable commission. Employers should consider role responsibilities, market rates and incentive structures when setting pay.

Role senioritySenior or key account roles that manage strategic clients will generally command higher pay than junior or transactional account management positions.
LocationSalaries differ across UK regions; roles based in or near major cities often include higher base pay or cost‑of‑living adjustments.
Commission & bonusMany Account Manager jobs include variable pay tied to renewals, upsell targets or customer satisfaction metrics; the incentive mix affects total earnings.
Sector and client valueSectors with higher‑value contracts or specialist knowledge requirements typically offer higher remuneration.
BEFORE YOU PUBLISH
Example format£XX,XXX – £XX,XXX

depending on experience

  • Use a genuine range
  • Separate variable pay
  • Avoid “competitive” alone
  • Match salary to seniority

What Account Manager candidates will want to know

Practical details can influence whether a suitable candidate applies, even when the title and salary are attractive.

What is the typical size and profile of accounts I would manage?

Candidates want to know average contract value, number of contacts per account and whether clients are SMEs, enterprise or consumer accounts.

How is compensation structured and what target metrics drive commission?

Experienced candidates will ask about base salary, commission, bonus thresholds and payment frequency to assess earnings potential.

What are the travel and on‑site meeting expectations?

Clarify whether frequent client visits are required, typical travel distance and if expenses or a company car are provided.

How are account targets and KPIs set and reviewed?

Candidates expect clarity on renewal targets, retention metrics, reporting cadence and line‑manager support for hitting targets.

Which internal teams will I work with and how is handover from sales handled?

Applicants want to understand collaboration with onboarding, product and support teams and the process for taking over new accounts.

What training and career progression is available?

High‑quality candidates will assess prospects for development into senior account or commercial roles and available training budgets.

Where to post a Account Manager job

Advertise this role where commercial and client‑facing candidates look: general UK job boards and professional networks such as LinkedIn will reach active candidates, while sector‑specific boards and trade communities are useful for industry experience. Also consider targeted outreach to local businesses, alumni groups or sales‑focused forums if you need specific vertical experience or proximity to clients.

Client Services Account Management Sales & Retention B2B
Account ManagerYour vacancy
Broad reach
Specialist audiences
Professional reach

Related sales & client services job descriptions

Recruiting for a slightly different role? These templates may be a closer fit.

Account Manager job description FAQs

How should I assess a candidate's suitability for this role?

Look for demonstrable account management experience, evidence of managing renewals or upsell, strong communication and negotiation skills, familiarity with CRM tools and a track record of meeting targets. Use scenario‑based interview questions to test problem resolution and stakeholder management.

Is a degree necessary for an Account Manager?

A degree is not essential. Employers should prioritise relevant experience, commercial skills and client relationship success. A degree can be desirable but not mandatory unless the role requires specific technical knowledge.

Should commission be used for this role?

Many employers include a variable element to reward renewals, upsell and retention. Choose a structure aligned with your commercial priorities—clear targets, transparent calculation and regular reporting help motivate performance.

What probation period is typical?

A common probation period for account management roles is three to six months. Use that time to agree measurable objectives and review progress against onboarding and account targets.

Can this role be part‑time or remote?

That depends on client coverage and travel needs. Some account management roles can be part‑time or hybrid if account coverage and response times are maintained; clarify expectations around availability and on‑site meetings in the advert.

READY TO RECRUIT?

Ready to publish this Account Manager advert?

Use the template above to create a clear, targeted job advert—fill the placeholders for salary, location and company details, then promote on the channels most likely to reach candidates with the right sector experience.

Career Poster

Suite 192

792 Wilmslow Road

Didsbury

Manchester

M20 6UG