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Account manager/consultant job description

Updated March 14, 2024
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Example account manager/consultant requirements on a job description

Account manager/consultant requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in account manager/consultant job postings.
Sample account manager/consultant requirements
  • Bachelor’s degree in Finance, Business Administration or related field.
  • Minimum of 3 years of experience in account management.
  • Advanced knowledge of account management principles.
  • Excellent organizational and communication skills.
  • Proficiency in MS Office Suite.
Sample required account manager/consultant soft skills
  • High level of enthusiasm and initiative.
  • Ability to build relationships with clients.
  • Strong problem solving and analytical skills.
  • Effective time management and multitasking.
  • Excellent customer service skills.

Account manager/consultant job description example 1

ABDO account manager/consultant job description

  • Bachelor’s degree in accounting, finance, public administration, or related field.
  • 5+ years experience working in accounting
  • Experience in the utility industry and/or Governmental Accounting
  • Experience with software implementations, long-term financial planning, and/or utility rate studies
  • Experience in project management and navigating change mangement
  • Proficient MS-Excel skills. Examples: advanced MS-Excel functions (i.e. data referencing (VLOOKUP, H-LOOKUP, SUMIFS), conditional statements (IF, MAX, MIN), pivot tables, graphs and charts.
  • Knowledge of quantitative analysis, financial modeling, governmental accounting, local government financial management.
  • Strong analytical and financial modeling skills, including the ability to interpret the analytical results.
  • Desire to work in a fast-paced environment
  • Collaborative spirit
  • Ability to embrace change


If you want flexibility and control in your work schedule, the ability to work from a variety of locations (office, client site, or home), a variety of work assignments, further career opportunities, personal and professional development and recognition for your efforts, apply TODAY!


Attracting, developing, and retaining the best employees are our highest priorities at Abdo. Listed as one of America's Top Recommended Tax and Accounting Firms by Forbes, we are always seeking talented individuals who can contribute to the continued growth and success of our firm. If you desire flexibility and control in your work schedule and recognition for your efforts, Abdo has the opportunity you’re looking for! Apply online TODAY!


Flexible Workplace:


As a flexible workplace, we support a variety of working arrangements including working mostly from home, a hybrid model, or working mostly from the office. We want our people to work where they work best! This position is eligible for either working mostly from the office or working a hybrid arrangement to work some days from home.


Remote candidates will be considered for this role .


Interviews for this position may be conducted via Zoom video. Please let us know if you need assistance with this technology.


EEO Policy: Abdo LLP and its subsidiary companies are committed to providing equal employment opportunities to all employees and applicants for employment without regard to any legally-recognized basis “protected class” including but not limited to: veteran status, uniform service member status, race, color, religion, sex, national origin, age, physical or mental disability, sexual orientation or marital preference, genetic information or any other protected class under federal, state, or local law.

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Account manager/consultant job description example 2

CHANEL account manager/consultant job description

Job Title: ACCOUNT MANAGER SALES CONSULTANT
Reports to: Retail Development Manager (RDM)
Responsible to: Retail Development Manager / Regional Retail Development Manager / Consultant Division Manager
Supervised by: Store Department Management
Responsible for: Full and/or Part Time Team Member(s) & Specialists

MAIN PURPOSE OF JOB
To take responsibility for and manage the CHANEL account efficiently and effectively, promoting business objectives as appropriate and ensuring that the team and the account achieve and exceed set sales targets by providing excellent customer service at all times.

RESPONSIBILITIES

1. Customer Service and Selling

- To provide outstanding customer service by identifying customer needs as well as further sales opportunities, matching benefits to needs as appropriate, using knowledge of CHANEL standards and products

- To ensure that the best levels of customer care are offered at all times, and that all customers are offered the opportunity to join the customer database, keeping the information confidential at all times

- Maximise sales and customer service during locally planned “on counter” events

- Continuously work towards achieving and exceeding set retail sales goals, using link selling to introduce further products

2. Technical Skills and Administration

- Continuous monitoring of the business as well as appropriate analysis of results to recognise areas of opportunity and growth in order to build and impact on the overall business

- Build the account by achieving and exceeding sales targets, developing the business to increase sales volume and productivity by using product knowledge and the steps of sale.

- To ensure expert makeovers are offered and applied to CHANEL customers, meeting the required standards as well as demonstrating the necessary skill and variety in makeup technique

- Ensure expert skincare diagnoses are provided, meeting the required standards, and that in-depth information regarding fragrance products is provided as appropriate

- Timely and accurate reporting of retail sales results as well as prompt completion and distribution of relevant administration

- Ensure that the Business Management File and Stock Book are kept up to date at all times

- To ensure adequate stock levels as well as monitoring tester and sample usage as appropriate

- To effectively organise rotas, monitoring staff levels, holidays and sickness absence as well as reporting to RDM as appropriate

- Maximise all planned promotional events and drive optimum levels of activity in store

- To demonstrate commercial awareness of competitor activity and the ability to use this to business advantage

3. Personal Effectiveness, Motivation and Presentation

- To demonstrate and encourage enthusiasm for selling, flair for the product and excitement for providing customer satisfaction

- To present an appropriate appearance, ensuring that personal as well as team grooming and make up is to CHANEL standards, demonstrating current trends and adhering to the uniform and grooming policy at all times

- Encourage and maintain a clean, tidy, hygienic and professional work area, reflecting merchandising standards and guidelines at all times

- To successfully complete the CHANEL Induction as well as any further training provided as appropriate, demonstrating enthusiasm to participate as well as the ability to retain the benefits of training provided

4. Teamwork, Communication and Relationships

- To lead by example, motivating individual as well as team performance to reach/exceed set targets, demonstrating and encouraging reliability and flexibility as the business demands

- Effective liaison with RDM, Regional Retail Development Manager, CHANEL head office as well as Store personnel

- To train and direct the team efficiently, organising motivational and informative team meetings and briefings regarding products and procedures as appropriate

5. Although comprehensive the job description is not exhaustive and additional duties may be added according to the needs of the business and as requested by the Retail Development Manager, the Regional Retail Development Manager, National Sales Manager, or other CHANEL Management.
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Account manager/consultant job description example 3

UnitedHealth Group account manager/consultant job description

Combine two of the fastest-growing fields on the planet with a culture of performance, collaboration and opportunity and this is what you get. Leading edge technology in an industry that's improving the lives of millions. Here, innovation isn't about another gadget, it's about making health care data available wherever and whenever people need it, safely and reliably. There's no room for error. Join us and start doing **your life's best work.(sm)**

You're looking for something bigger for your career. How about inventing the future of health care? OptumRx is creating an innovative approach to Pharmacy Benefit Management. Here you'll find a professional culture where you can use your talent and our resources to make an impact on a huge scale. With better schedules than retail and more reach than any hospital, you'll open doors for yourself that simply do not exist in any other organization, anywhere.

The Account Manager Pharmacist / Clinical Consultant will lead and manage ongoing contract relationships and pharmacy benefit analysis and consultation delivery to clients. Collaborate in development of strategy as outward - facing, dedicated resources for assigned accounts, typically with direct client contact for large / complex accounts. Builds client relationships and serves as primary point of contact for overall and day - to - day service delivery for clinical pharmacy needs. Represents client(s) internally and coordinates with other functions to implement client systems, complete projects, and address ongoing pharmacy service needs. The Clinical Consultant serves as the primary liaison between OptumRx clinical operations, professional practice, and clinical products and the consultant's assigned client base. The role provides clinical support for OptumRx account management, operations, information technology, and other internal departments. This individual is relied upon to provide proactive clinical recommendations, information regarding pharmacy trend, programs, and industry changes to clients and to foster consultative relationships.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

If you are based in the North East Coast, you will have the flexibility to telecommute* as you take on some tough challenges.
**Primary Responsibilities:**

+ Collaborates with clients to establish achievable but aggressive clinical program goals, including generic dispensing rate improvements, implementation of utilization management programs, improvement in medication adherence rates, improvements in therapy gaps for key chronic disease states, formulary compliance targets, and HEDIS and NCQA measures

+ Provides superior clinical consultation and clinical account management with a focus on client satisfaction, client retention, and trend management

+ Comprehends and effectively explains formulary and clinical program changes to clients

+ Stays aware of and provides clinical market intelligence to clients

+ Provides education for clients, pharmacists, members, and physicians per contractual requirements

+ Communicates drug information to clients and responds to plan - specific clinical inquiries

+ Formulates and delivers client recommendations based on available data

+ Identifies opportunities for clinical program up - sell

+ Makes clinically sound recommendations to clients based on trend

+ Routinely collaborates with account management to provide clinical aspects of client quarterly reviews

+ Demonstrated ability to incorporate treatment and practice guidelines into client presentations including up - selling opportunities

+ Effectively manages client objections to new programs and required changes

+ Manages / Facilitates custom P&T committees for select clients

+ Analyzes and interprets benefit designs

+ Facilitates ongoing maintenance of client custom formulary and utilization management updates

+ Clearly communicates analytical and reporting needs to supporting departments

+ Identifies and creates opportunities to manage trend and add OptumRx products

+ Supports sales and marketing including participating in sales activities, as needed based on criteria

+ Helps clients be competitive within their market

+ Identifies opportunities to increase efficiency

+ Mentors clinical coordinators, as needed

You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

**Required Qualifications:**

+ Bachelor's degree in Pharmacy or Pharm D

+ Current and unrestricted Pharmacist license

+ 3+ years of experience working as a licensed pharmacist

+ Experience working for a PBM and / or Health Plan in a client-facing role with external clients (beyond patients and prescribers)

+ Experience developing and delivering formal presentations

+ Proficient in Microsoft Office and Outlook

+ Ability to travel up to 25%

+ Full COVID-19 vaccination is an essential job function of this role. Candidates located in states that mandate COVID-19 booster doses must also comply with those state requirements. UnitedHealth Group will adhere to all federal, state and local regulations as well as all client requirements and will obtain necessary proof of vaccination, and boosters when applicable, prior to employment to ensure compliance. Candidates must be able to perform all essential job functions with or without reasonable accommodation

**Preferred Qualifications:**

+ Clinical account management experience

+ Medicare experience

+ Experience working with complex Health Plan clients with complex benefit structures

_To protect the health and safety of our workforce, patients and communities we serve, UnitedHealth Group and its affiliate companies require all employees to disclose COVID-19 vaccination status prior to beginning employment. In addition, some roles and locations require full COVID-19 vaccination, including boosters, as an essential job function. UnitedHealth Group adheres to all federal, state and local COVID-19 vaccination regulations as well as all client COVID-19 vaccination requirements and will obtain the necessary information from candidates prior to employment to ensure compliance. Candidates must be able to perform all essential job functions with or without reasonable accommodation. Failure to meet the vaccination requirement may result in rescission of an employment offer or termination of employment._

**Careers with OptumRx.** We're one of the largest and most innovative pharmacy benefits managers in the US, serving more than 12 million people nationwide. Here you'll fill far more than prescriptions. As a member of one of our pharmacy teams, you're empowered to be your best and do whatever it takes to help each customer. You'll find unrivaled support and training as well as a wealth of growth and development opportunities driven by your performance and limited only by your imagination. Join us. There's no better place to help people live healthier lives while doing **your life's best work.(sm)**

**Colorado, Connecticut or Nevada Residents Only:** The salary range for Colorado residents is $82,100 to $146,900. The salary range for Connecticut / Nevada residents is $90,500 to $161,600. Pay is based on several factors including but not limited to education, work experience, certifications, etc. In addition to your salary, UnitedHealth Group offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, you'll find a far-reaching choice of benefits and incentives.

*All Telecommuters will be required to adhere to UnitedHealth Group's Telecommuter Policy.

_Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law._

_UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment._
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Updated March 14, 2024

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.