How to hire an account services specialist

How to hire an account services specialist, step by step

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

What does an account services specialist do?

Post an account services specialist job for free, promote it for a fee

Post free

1. Identify your hiring needs

   Before you start hiring an account services specialist, identify what type of worker you actually need. Certain positions might call for a full-time employee, while others can be done by a part-time worker or contractor.

   Determine employee vs contractor status

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

   Yes

   No

   An account services specialist's background is also an important factor in determining whether they'll be a good fit for the position. For example, account services specialists 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.

   This list shows salaries for various types of account services specialists.

   Type of Account Services Specialist	Description	Hourly rate
   Account Services Specialist	Customer service representatives interact with customers to handle complaints, process orders, and provide information about an organization’s products and services.	$12-24
   Customer Services Coordinator	A customer service coordinator ensures that the company will have a top-level customer service. Thus, they work to maintain the positive image, brand, and prestige of the company... Show more	$12-21
   Account Representative	Account representatives are employees who manage client accounts and act as the main contact of the clients they are handling. They maintain existing accounts by updating client details regularly... Show more	$12-24

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Patients
   • Strong Customer Service
   • Customer Accounts
   • PowerPoint
   • Client Facing
   • Outbound Calls
   • Account Management
   • Past Due Accounts
   • HIPAA
   • Inbound Calls
   • Financial Institutions
   • Product Knowledge
   • Customer Support
   • Issue Resolution

   Check all skills

   Responsibilities:

   • Manage customer relations with internal personnel, group administrators, brokers and members as related to Medicare insurance.
   • Research and prepare all training material using PowerPoint slides.
   • Create PowerPoint presentations and memos, weekly, for training and company updates.
   • Submit payment investigations, process and review loan requests, post payments, wire transfers and ACH payments.
   • Interact with patients to provide information in response to inquiries about products and services and to handle and resolve complaints.
   • Check patients in for orthopedic and neurological procedures.

   More account services specialist duties

3. Make a budget

   Including a salary range in the account services specialist job description is a good way to get more applicants. An account services specialist salary can be affected by several factors, such as the location of the job, the level of experience, education, certifications, and the employer's prestige.

   For example, the average salary for an account services specialist in Kentucky may be lower than in Massachusetts, and an entry-level engineer typically earns less than a senior-level account services specialist. Additionally, an account services specialist with lots of experience in the field may command a higher salary as a result.

   Average account services specialist salary

   $36,202yearly

   $17.40 hourly rate

   ---

   Entry-level account services specialist salary

   $25,000 yearly salary

   Updated December 17, 2025

   Average account services specialist salary by state

   Rank	State	Avg. salary	Hourly rate
   1	Maryland	$49,867	$24
   2	California	$41,604	$20
   3	Texas	$41,291	$20
   4	Illinois	$37,728	$18
   5	Arizona	$36,068	$17
   6	Ohio	$35,866	$17
   7	Michigan	$34,963	$17
   8	Colorado	$34,737	$17
   9	Nevada	$34,216	$16
   10	North Carolina	$33,431	$16
   11	Utah	$31,722	$15
   12	Florida	$31,681	$15
   13	Georgia	$31,020	$15
   14	Kansas	$28,687	$14
   15	South Carolina	$28,620	$14

   Average account services specialist salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	JPMorgan Chase & Co.	$62,713	$30.15	290
   2	NTT Data International L.L.C.	$61,998	$29.81	31
   3	City of Baltimore	$52,794	$25.38	7
   4	Johnson Controls	$48,247	$23.20	71
   5	J.P. Morgan	$44,665	$21.47
   6	Sonoco	$44,086	$21.20
   7	Cott Systems	$42,076	$20.23
   8	CDK Global	$39,138	$18.82	3
   9	Southland Credit Union	$38,859	$18.68	4
   10	Convergint	$38,461	$18.49	20
   11	East West Bank	$38,026	$18.28	13
   12	ProMedica Toledo Hospital	$37,517	$18.04	1
   13	Apex Capital Holdings	$36,954	$17.77
   14	TrueAccord	$36,192	$17.40
   15	Veros Credit	$36,167	$17.39	4
   16	All Star Incentive Marketing	$35,963	$17.29
   17	Aon	$35,749	$17.19	18
   18	Yusen Logistics	$35,491	$17.06	3
   19	First Bancorp	$35,483	$17.06	17
   20	Randstad North America, Inc.	$35,471	$17.05	40

4. Writing an account services specialist job description

   An account services specialist 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. Below, you can find an example of an account services specialist job description:

   Account services specialist job description example

   IXL Learning, a leading edtech company with products used by 13 million students worldwide, is seeking an upbeat, customer-focused, and analytical individual to join our Account Services team in Raleigh, NC. At IXL we are focused on providing the best customer service possible, ensuring our customers have success using our software applications.
   
   In this role, you will use your communication and technical skills to effectively onboard and maintain student and teacher accounts as well as rosters within our large school and district-wide accounts. You will work closely with our account managers and educational sales consultants to provide excellent customer service throughout the customer lifecycle. The ideal candidate will have a passion for K-12 education, account management, client satisfaction, and experience working with technology. This person must be well-organized, flexible, and extremely personable.
   
   This is a full time position in our Raleigh, NC office with a hybrid work schedule.
   WHAT YOU'LL BE DOING
   
   * Provide ongoing support to customers via phone and email to ensure successful onboarding, customer engagement, and success with IXL
   * Work directly with district-level administrators and technology directors to ensure that schools have the tools, contacts, and information they need to successfully adopt IXL
   * Collaborate with the customer teams, sales, engineering, and product design teams on continued initiatives to develop and improve IXL's products and services
   * Provide a positive customer experience through every interaction
   * Maintain and manage all customer accounts in your assigned territory
   * Collaborate with the Account Management team in analyzing data to ensure customer engagement and license utilization
   
   WHAT WE'RE LOOKING FOR
   
   * BA/BS degree
   * 1+ years in a customer or technical support role; experience in education or educational technology a plus
   * Strong written and verbal communication skills
   * Excellent analytical, diagnostic, and troubleshooting skills
   * Ability to prioritize tasks and work efficiently
   * Energetic and positive person who works well both independently and in a collaborative group setting
   * Detail-oriented and exceptionally organized
   * Quick learner who demonstrates initiative
   * Proficient in Microsoft Excel
   
   #li-hybrid

   Copy this example

   

5. Post your job

   To find account services specialists 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 services specialists they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit entry-level account services specialists 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 services specialist job on Zippia to find and recruit account services specialist candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   Your first interview with account services specialist candidates should focus on their interest in the role and background experience. As the hiring process goes on, you can learn more about how they'd fit into the company culture in later rounds of interviews.

   It's also good to ask about candidates' unique skills and talents to see if they match your ideal candidate profile. If you think a candidate is good enough for the next step, you can move on to 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 services specialist

   Once you've found the account services specialist candidate you'd like to hire, it's time to write an offer letter. This should include an explicit job offer that includes the salary and the details of any other perks. Qualified candidates might be looking at multiple positions, so your offer must be competitive if you like the candidate. Also, be prepared for a negotiation stage, as candidates may way want to tweak the details of your initial offer. Once you've settled on these details, you can draft a contract to formalize your agreement.

   You should also follow up with applicants who don't get the job with an email letting them know that you've filled the position.

   After that, you can create an onboarding schedule for a new account services specialist. Human Resources and the hiring manager should complete Employee Action Forms. Human Resources should also ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc., and that new employee files are 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.)

   Sign up to download full list

   Sign up

How much does it cost to hire an account services specialist?