How to hire an account manager and customer service manager

How to hire an account manager and customer service manager, step by step

Here's a step-by-step account manager and customer service manager 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 manager and customer service manager job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new account manager and customer service manager
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   First, determine the employments status of the account manager and customer service manager you need to hire. Certain account manager and customer service manager roles might require a full-time employee, whereas others can be done by part-time workers or contractors.

   Determine employee vs contractor status

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

   Yes

   No

   An account manager and customer service manager's background is also an important factor in determining whether they'll be a good fit for the position. For example, account manager and customer service managers 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.

   The following list breaks down different types of account manager and customer service managers and their corresponding salaries.

   Type of Account Manager And Customer Service Manager	Description	Hourly rate
   Account Manager And Customer Service Manager		$11-23
   Customer Account Manager	Customer Account Managers are employees who specialize in keeping good, professional relationships with the company's clients. They are assigned specific customers and key clients to manage... Show more	$13-34
   Client Account Manager	A client account manager is responsible for handling project management deliverables for clients and business partners, ensuring the efficiency and accuracy of outputs, and following the clients' specifications and requirements within their budget limitations and timetables. Client account managers coordinate with clients for progress updates on their projects, as well as negotiating contracts and adjusting project goals and agreements... Show more	$20-55

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Account Management
   • Purchase Orders
   • Customer Accounts
   • Vendor Invoices
   • Payroll
   • Customer Satisfaction
   • Account Maintenance
   • Customer Orders
   • Inbound Calls
   • Credit Card
   • Order Entry
   • Customer Complaints
   • Outbound Calls
   • Logistics

   Check all skills

   Responsibilities:

   • Assist in managing transaction logistics including quote comparison, term negotiation, facilitation and arrangement of delivery of automobiles to customers.
   • Travele to customer locations to implement ERP software and train end-users.
   • Create and maintain the Columbus and Charleston branch websites and Facebook pages.
   • Develop a working knowledge of the healthcare provider community and major influencing factors on their business environment.
   • Work with individual HealthInsight program staff to identify opportunities to develop and expand relationships with healthcare providers.
   • Assist in managing transaction logistics including quote comparison, term negotiation, facilitation and arrangement of delivery of automobiles to customers.

3. Make a budget

   Including a salary range in your account manager and customer service manager job description is a great way to entice the best and brightest candidates. An account manager and customer service manager salary can vary based on several factors:

   • Location. For example, account manager and customer service managers' average salary in mississippi is 44% less than in district of columbia.
   • Seniority. Entry-level account manager and customer service managers earn 51% less than senior-level account manager and customer service managers.
   • Certifications. An account manager and customer service manager with a few certifications under their belt will likely demand a higher salary.
   • Company. Working for a prestigious company or an exciting start-up can make a huge difference in an account manager and customer service manager's salary.

   Average account manager and customer service manager salary

   $16.67hourly

   $34,676 yearly

   ---

   Entry-level account manager and customer service manager salary

   $24,000 yearly salary

   Updated December 17, 2025

4. Writing an account manager and customer service manager job description

   A good account manager and customer service manager job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of an account manager and customer service manager job description:

   Account manager and customer service manager job description example

   This position is the primary field customer relations resource, for residential and commercial customers in an assigned territory. The geographic territory assignment will typically include 50,000 to 80,000 accounts, depending on customer density and other pertinent parameters. Incumbents in this position should demonstrate leadership abilities, and will generally be expected to manage select accounts within the territory under some supervision and guidance. The positon requires reactive response to customer and public inquiries, as well as proactive promotion of company marketing programs, products, and information.
   ESSENTIAL JOB FUNCTIONS are listed below:
   
   1.) Financial Responsibility - Exhibits ability of understanding rates and tariffs in order to provide billing options/explanations and tariff analysis to meet the customer's needs. Seek additional revenue and growth opportunities. Monitor customer delinquencies to reduce charged-off accounts. Demonstrate ability in preparing billing corrections to remedy inaccurate billings. Maintain accurate reporting records.
   
   2.) Technical Expertise - Possesses intermediate level knowledge and understanding of the distribution electrical system. Provide service reliability and power quality explanations to assigned customers. Demonstrates an understanding of meter technologies and applications.
   
   3.) Energy Management - Assist customers on the effective and economical use of electric energy, including energy management tariffs. Proactively meet with assigned customers and promote products and initiatives that support our company's strategic goals, and provide business related coordination or assistance to assigned customers. Exhibits ability in understanding the company's residential and business energy efficiency programs, and markets them proactively. Work closely with our energy efficiency program managers and the implementation contractors. Attend meetings, seminars, and webinars to enhance knowledge. Participate in company-sponsored marketing opportunities at trade shows and various community events.
   
   4.) Customer Relationship Management - With a moderate level of guidance and direction, serve as the company point of contact for customers in the assigned area, including managing the needs of larger accounts and municipalities. Demonstrates ability to balance the needs of the customer and the company. Practice the customer experience mindset. Be actively engaged in community involvement within the assigned territory. Work primarily with residential and small commercial customers.
   
   5.) Problem Solving and Initiative - Demonstrates ability in developing good problem-solving skills and coordinating concerns and needs between customers and other internal departments. Provide timely investigation, resolution and remediation of customer issues and complaints, with accurate documentation. Maintain compliance within Utility Commission's guidelines. Demonstrates ability to formulate analysis of high bill complaints and provide reasonable explanations to customers. With moderate level of direction, guide customer towards possible solutions, including energy efficient equipment and practices. Assist other departments with resolving access issues. Assist Engineering with coordination of new service requirements, such as load estimation, contract acquisition, and work as liaison between the customer and the company when needed.
   
   6.) Communication Skills ' Must present a professional appearance in representing the company at all times. Demonstrates excellent oral and written communication skills with internal and external customers. Exhibits effective documentation skills and possesses a working knowledge of Microsoft Word and Excel. Demonstrates competency in presentation skills and willingness to assist with facilitating special projects. Gain experience in representing the Company in public forums. Requirements BASIC QUALIFICATIONS:
   
   Education requirements are listed below: Bachelor degree in Business, Communications, Engineering, Management or other Human Relations or Marketing related field, with a minimum of 2 years customer contact experience, with knowledge of field activities related to the technical aspects of customer services and distribution operations, or;
   Associate degree in a study listed above with a minimum of 4 years customer contact experience, with knowledge of field activities related to the technical aspects of customer services and distribution operations, or;
   HS Diploma or GED with a minimum of 6 years customer contact experience, with knowledge of field activities related to the technical aspects of customer services and distribution operations.
   
   OTHER REQUIREMENTS:
   1. Must have working knowledge of field activities related to the technical aspects of customer services and electrical distribution operations and construction.
   2. Must have excellent communication and problem-solving skills, along with the ability to establish and maintain effective business relationships internally and externally.
   3. Must be proficient in Microsoft Office Products.
   4. Must possess a current Driver's license
   5. Willing to perform on-site investigations in various terrain and weather conditions
   
   Physical demand level is Sedentary
   
   #LI-Hybrid

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5. Post your job

   To find account manager and customer service managers for your business, try out a few different recruiting strategies:

   • Consider internal talent. One of the most important talent pools for any company is its current employees.
   • Ask for referrals. Reach out to friends, family members, and your current work to ask if they know any account manager and customer service managers they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit entry-level account manager and customer service managers with the right educational background.
   • Social media platforms. LinkedIn, Facebook, and Twitter have more than 3.5 billion users, and they're a great place for company branding and reaching potential job candidates.

   Post your job online:

   • Post your account manager and customer service manager job on Zippia to find and recruit account manager and customer service manager 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 manager and customer service managers, 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.

   It's also good to ask about candidates' unique skills and talents. You can move on to the technical interview if a candidate is good enough for the next step.

   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 manager and customer service manager

   Once you've decided on a perfect account manager and customer service manager candidate, it's time to write an offer letter. In addition to salary, it should include benefits and perks available to the employee. Qualified candidates may be considered for other positions, so make sure your offer is competitive. Candidates may wish to negotiate. Once you've settled on the details, formalize your 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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