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What is an account specialist position?

By Zippia Team - Feb. 10, 2022

An account specialist position is a role in a company for someone who provides client support for new and current customers. Account specialist positions typically specialize in reaching out to potential customers, serving the existing customers, and closing sales for an employer.

Account specialists positions can be found in numerous fields, including health care, education, and financial services, and have specific job duties that vary depending on the company and industry. Many account specialist positions require traveling to client locations to do sales presentations and follow up with the installation of products or completion of services.

An account specialist position typically includes the following duties and responsibilities:

  • Process account payable checks on a regular schedule and in a timely manner

  • Input credit and debit payments into the company's accounting system

  • Create and maintain accounts payable files for new and existing customers

  • Input ledger entries

  • Make changes to accounts, including keeping contact information up to date

  • Self-audit and ensure that account balances are correct and accurate

  • Write and generate regular reports for the accounting department

  • Troubleshoot accounting problems and disputes for customers

  • Establish contact with new customers and help set up new accounts

What is an account specialist position?

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