How to hire an account management representative

How to hire an account management representative, step by step

Here's a step-by-step account management representative hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write an account management representative job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new account management representative
• Step 8: Go through the hiring process checklist

What does an account management representative do?

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1. Identify your hiring needs

   The account management representative hiring process starts by determining what type of worker you actually need. Certain roles might require a full-time employee, whereas part-time workers or contractors can do others.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   An account management representative's background is also an important factor in determining whether they'll be a good fit for the position. For example, account management representatives from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   Here's a comparison of account management representative salaries for various roles:

   Type of Account Management Representative	Description	Hourly rate
   Account Management Representative	Customer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.	$12-37
   Patient Advocate	A patient advocate is responsible for supporting the patients with the medical processes in a healthcare institution, assisting them with insurance claims and medical billing disputes, verifying treatment procedures, and conducting referrals to medical professionals based on the patient's needs. Patient advocates facilitate a payment plan for the patients, discussing this plan to the financial department of the facility... Show more	$13-21
   Patient Coordinator	A patient coordinator functions as the primary point of contact between health care professionals and patients in a medical facility. They mostly perform administrative tasks such as greeting visitors, answering calls, responding to inquiries, managing schedules, arranging appointments, processing payments, gathering information, and keeping records... Show more	$12-19

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Customer Service
   • Medical Terminology
   • Data Entry
   • Patients
   • Inpatient Admissions
   • Outpatient Services
   • Authorization Review
   • Clinical Review
   • Hire Training
   • Customer Relations
   • Account Management
   • Benefit Eligibility
   • Medical Management
   • HIPAA

   Check all skills

   Responsibilities:

   • Market managed care plans to clients on Medicaid and public assistance.
   • Manage Facebook and patient communication programs.
   • Utilize ICD-9 and ICD-10 codes for the descriptions of veterans.
   • Research and apply COPT, ICD-9 and HCPC codes as needed.
   • Update fee schedules and specific CPT codes as needed.
   • Direct the support of new designs for their logistics aspects.

   More account management representative duties

3. Make a budget

   Including a salary range in your account management representative job description helps attract top candidates to the position. An account management representative salary can be affected by several factors, such as geography, experience, seniority, certifications, and the prestige of the hiring company.

   For example, the average salary for an account management representative in Colorado may be lower than in Massachusetts, and an entry-level account management representative usually earns less than a senior-level account management representative. Additionally, an account management representative with certifications may command a higher salary, and working for a well-known company or start-up may also impact an employee's pay.

   Average account management representative salary

   $46,765yearly

   $22.48 hourly rate

   ---

   Entry-level account management representative salary

   $27,000 yearly salary

   Updated December 5, 2025

   Average account management representative salary by state

   Rank	State	Avg. salary	Hourly rate
   1	Massachusetts	$82,245	$40
   2	New Jersey	$79,731	$38
   3	New York	$77,318	$37
   4	District of Columbia	$73,291	$35
   5	Maryland	$67,235	$32
   6	Rhode Island	$64,388	$31
   7	Alaska	$64,346	$31
   8	California	$55,892	$27
   9	North Carolina	$54,361	$26
   10	Illinois	$53,164	$26
   11	Wisconsin	$49,510	$24
   12	Texas	$48,821	$23
   13	Mississippi	$48,156	$23
   14	Minnesota	$47,803	$23
   15	Indiana	$46,015	$22
   16	Missouri	$45,514	$22
   17	Iowa	$44,743	$22
   18	Kansas	$43,973	$21
   19	Georgia	$43,438	$21
   20	Arizona	$41,982	$20

   Average account management representative salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	Microsoft	$110,972	$53.35	15
   2	Texas Instruments	$110,376	$53.07	2
   3	Eton Park	$91,576	$44.03
   4	Bloomberg	$80,682	$38.79	13
   5	HP	$77,922	$37.46	6
   6	HDR	$74,223	$35.68	14
   7	BNY Mellon	$71,322	$34.29	51
   8	Morgan Stanley	$70,862	$34.07	67
   9	Tri-City Medical Center	$70,103	$33.70	5
   10	Oracle	$68,708	$33.03	629
   11	Chromalloy Gas Turbine LLC	$66,652	$32.04
   12	Alere	$66,432	$31.94
   13	Baptist Health Care	$65,441	$31.46	26
   14	Apex Capital Holdings	$64,951	$31.23
   15	Intuit	$63,045	$30.31	19
   16	Project Solutions Group	$61,839	$29.73	14
   17	JSW Steel	$60,232	$28.96
   18	Eurofins	$59,798	$28.75	7
   19	FIS	$59,544	$28.63	3
   20	Kelsey-Seybold Clinic	$58,808	$28.27	5

4. Writing an account management representative job description

   An account management representative job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. To help get you started, here's an example of an account management representative job description:

   Account management representative job description example

   Regulatory Oversight Management - S4 Supports management in the day-to-day efforts related to first line of defense regulatory oversight management by performing a diverse set of activities in monitoring compliance with laws, regulations and related policies.
   
   * Collects and organizes relevant compliance- related information of a higher complexity. This position requires general knowledge of the Financial Services Industry and compliance concepts.
   
   * Must demonstrate oral and written communication skills and the ability to understand compliance policies and procedures.
   
   * With limited supervision, assists with verifying more intricate or multi-faceted practices against policies following an established set of procedures.
   
   * Tracks more complex regulatory and compliance data, and provides as needed to support the development of management reports.
   
   * Provides information needed for team to counsel business personnel on compliance with more complex policies. Works with the business directly to exchange information related to compliance practices.
   
   * No direct reports. Provides guidance to less experienced team members, as needed. Responsible for the quality and completion of own work.
   Qualifications/Preferred Experience:
   
   * High school/secondary school or the equivalent combination of education and experience is required. Bachelors degree preferred.
   * 3-5 years of total work experience preferred.
   
   BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
   
   BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
   
   Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

   Copy this example

   

5. Post your job

   There are various strategies that you can use to find the right account management representative for your business:

   • Consider promoting from within or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to find candidates who meet your education requirements.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to reach potential job candidates.

   Post your job online:

   • Post your account management representative job on Zippia to find and recruit account management representative candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   During your first interview to recruit account management representatives, engage with candidates to learn about their interest in the role and experience in the field. During the following interview, you'll be able to go into more detail about the company, the position, and the responsibilities.

   You should also ask about candidates' unique skills and talents to see if they match the ideal candidate profile you developed earlier. Candidates good enough for the next step can complete the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new account management representative

   Once you've selected the best account management representative candidate for the job, it's time to write an offer letter. In addition to salary, this letter should include details about the benefits and perks you offer the candidate. Ensuring that your offer is competitive is essential, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and you should be open to discussion. After you reach an agreement, the final step is formalizing the agreement with a contract.

   It's equally important to follow up with applicants who don't get the job with an email letting them know that the position has been filled.

   To prepare for the new employee's start date, you can create an onboarding schedule and complete any necessary paperwork, such as employee action forms and onboarding documents like I-9 forms, benefits enrollment, and federal and state tax forms. Human Resources should also ensure that a new employee file is created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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How much does it cost to hire an account management representative?