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Become An Account Services Representative

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Working As An Account Services Representative

  • Getting Information
  • Interacting With Computers
  • Communicating with Persons Outside Organization
  • Communicating with Supervisors, Peers, or Subordinates
  • Establishing and Maintaining Interpersonal Relationships
  • Deal with People

  • Mostly Sitting

  • Repetitive

  • $31,720

    Average Salary

What Does An Account Services Representative Do At Vista Outdoor

* Manage customer purchase orders with 100% accuracy to include pricing, discounts terms and logistics.
* Work with credit department to systematically set up all new customers and perform Account Setup documentation per procedure.
* Contact customers to coordinate ship dates and product availability.
* Return all telephone calls from customers within 24 hours.
* Respond to customers promptly regarding all inquiries, shipment delays and POD’S.
* Communicate sales orders changes and amendments to all appropriate departments.
* Prepare and coordinate various sales reports regarding shipping, bookings, open orders, back orders, forward orders and any related sales activities.
* Resolve, with accounting, any invoice/credit issues.
* Coordinate customer returns via RMA.
* Provide back up customer service for any and all ASR’S.
* Develop and maintain positive customer relations with both external and internal customers and staff.
* Maintain an excellent understanding of CamelBak product and effectively communicate with regards to all product inquiries and questions
* Effectively present information and respond to questions from management and team members.
* Maintain excellent customer service to all accounts, sales reps and consumers.
* Attend internal and external meetings as requested.
* Demonstrate initiative and problem solving skills

What Does An Account Services Representative Do At U.S. Bank

* Proactively monitor and manage account performance,
* Providing best-practice advice to clients
* Organizing and leading client meetings
* Identifying, responding to and resolving client requests
* Understanding the business needs of clients to help identify issues with focus on root cause analysis and propose solutions for resolution
* Delivering positive, proactive operational assistance to the clients in support of cost savings, efficiency and proficiency.
* Identifying continuous improvement opportunities to achieve client goals
* Sharing client specific subject matter expertise during client meetings
* Fostering collaborative, cross-functional and a creative environment within the Small Parcel Solutions team
* Special projects as assigned

What Does An Account Services Representative Do At Rocky Brands, Inc.

* Work
* individually and as a team member to achieve set collection goals and
* objectives.
* Analyze
* customer accounts to determine the best solution to resolve invoicing issues and
* document the resolution.
* Initiate
* calls to customers in order to secure payment for past due balances, and
* negotiate and arrange payment plans for customers unable to pay within terms.
* Process
* customer credit card payments as needed to pay down open balances.
* Follow
* the Standard Work Schedule provided by management to efficiently work assigned
* accounts.
* Utilize
* the Customer Relationship Management system (CRM) to verify and update account
* information, record names, conversations and establish follow-up tasks.
* Document,
* track and resolve customer issues and complaints.
* Collaborate
* with all internal departments to assure customers’ needs are met

What Does An Account Services Representative Do At Philips

* Sales Managers
* Act as sales support for sales managers in order to fulfill quotas.
* Keep open lines of communication with sales managers on all active patients.
* Manage the sales pipeline through sending weekly reports to sales managers detailing all active orders.
* Health Care Teams
* Establish and maintain strong relationships with HCTs.
* Speak knowledgably to HCTs regarding medical documentation needed for each patient.
* Gather required medical documentation from Health Care Teams to support medical criteria for authorization or claims submissions to insurance companies.
* Manage the process of establishing each patient’s case for medical necessity by adhering to current guidelines and utilizing clinical and insurance experts when needed.
* Collaborate with sales managers to obtain needed medical documentation from HCTs.
* Other Responsibilities
* Work with facilities (i.e. SNF, hospice, rehab, etc.) to establish and maintain contracts.
* Process orders from HCT
* Payor facilities (e.g.
* VA, Kaiser, etc.).
* Partner effectively with internal team members (i.e. Patient Service Adovcate).
* Other duties as defined

What Does An Account Services Representative Do At CBS Corporation

* Arrange make goods for program changes on upfront sales orders.
* Prepare and update stewardships on upfront sales orders.
* Liaise between the Entertainment division and Primetime Sales
* Make sales calls to Media Directors and Media Planners at Agencies.
* Coordinate sales efforts with CBS’ Account Executives.
* Generate a regular flow of client information to VP’s of Marketing and Account Executives.
* Work with marketing, research and promotion departments to develop tailored sales presentations.
* Other duties as assigned.
* LI
* SJ1

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How To Become An Account Services Representative

Customer service representatives typically need a high school diploma and receive on-the-job training to learn the specific skills needed for the job. They should be good at communicating and interacting with people and have some experience using computers.


Customer service representatives typically need a high school diploma.


Customer service representatives usually receive short-term on-the-job training, lasting 2 to 3 weeks. Those who work in finance and insurance may need several months of training to learn more complicated financial regulations.

General customer-service training may focus on procedures for answering questions, information about a company’s products and services, and computer and telephone use. Trainees often work under the guidance of an experienced worker for the first few weeks of employment.

In certain industries, such as finance and insurance, customer service representatives must remain current with changing regulations.

Licenses, Certifications, and Registrations

Customer service representatives who provide information about finance and insurance may need a state license. Although licensing requirements vary by state, they usually include passing a written exam. Some employers and organizations may provide training for these exams.

Important Qualities

Communication skills. Customer service representatives must be able to provide information in writing, by phone, or in person so that customers can understand them.

Customer-service skills. Representatives help companies retain customers by answering their questions and complaints in a helpful and professional manner.

Interpersonal skills. Representatives should be able to create positive interactions with customers.

Listening skills. Representatives must listen carefully and understand a customer’s situation in order to assist them.

Patience. Representatives should be patient and polite, especially when interacting with dissatisfied customers.

Problem-solving skills. Representatives must determine solutions to a customer’s problem. By resolving issues effectively, representatives contribute to customer loyalty and retention.

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Account Services Representative jobs

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Account Services Representative Career Paths

Account Services Representative
Billing Specialist Specialist
Account Manager
5 Yearsyrs
Sales Consultant Driver Night Auditor
Assistant General Manager
5 Yearsyrs
Technical Support Representative Systems Administrator Operations Manager
Branch Manager
6 Yearsyrs
Project Manager Program Manager Business Developer
Business Development Manager
9 Yearsyrs
Sales Consultant Home Health Aid Call Center Representative
Call Center Manager
6 Yearsyrs
Account Executive Sales Manager
Director Of Sales
10 Yearsyrs
Specialist Operations Manager General Manager
District Manager
7 Yearsyrs
Accounts Payable Clerk Specialist Account Manager
District Sales Manager
7 Yearsyrs
Account Manager Sales Manager
General Manager
7 Yearsyrs
Accounts Receivable Specialist Legal Assistant Sales Consultant
Internet Sales Manager
6 Yearsyrs
Specialist Account Manager Sales Manager
Office Manager
5 Yearsyrs
Billing Specialist Home Health Aid Technician
Operations Manager
7 Yearsyrs
Technical Support Representative Technical Support Specialist Business Analyst
Product Manager
7 Yearsyrs
Human Resources Coordinator Program Manager General Manager
Regional Manager
8 Yearsyrs
Account Executive Sales Consultant Sales Manager
Regional Sales Manager
9 Yearsyrs
Human Resources Coordinator Benefit Specialist Account Manager
Sales Account Manager
6 Yearsyrs
Accounts Receivable Specialist Account Manager Sales Manager
Sales And Marketing Manager
6 Yearsyrs
Account Manager Account Executive
Sales Manager
5 Yearsyrs
Accounts Payable Clerk Accountant Account Manager
Senior Account Manager
7 Yearsyrs
Project Manager Construction Manager Operations Manager
Territory Manager
7 Yearsyrs
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Account Services Representative Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • Hindi

  • Italian

  • Portuguese

  • Czech

  • German

  • Arabic

  • Vietnamese

  • Romanian

  • Mandarin

  • Ukrainian

  • Russian

  • Thai

  • Albanian

  • Cantonese

  • Tagalog

  • Comanche

  • Chamorro

  • Japanese

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Account Services Representative

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Account Services Representative Education

Account Services Representative

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Top Skills for An Account Services Representative


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Top Account Services Representative Skills

  1. Customer Service Skills
  2. Customer Satisfaction
  3. Customer Accounts
You can check out examples of real life uses of top skills on resumes here:
  • Promoted to Customer Satisfaction Analyst due to excellent customer service skills
  • Provided necessary information to necessary outside entities to assure customer satisfaction.
  • Investigated and researched delinquent customer accounts to update absent information and resolve customer issues while abiding by corporate procedures and policies.
  • Enhanced the orientation and performance of new employees by creating an Account Services training manual.
  • Ensured that all appropriate documentation and data entry is complete.

Top Account Services Representative Employers

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Account Services Representative Videos

A Career in Financial Services at TD