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Become A Client Account Manager

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Working As A Client Account Manager

  • Interacting With Computers
  • Communicating with Supervisors, Peers, or Subordinates
  • Guiding, Directing, and Motivating Subordinates
  • Coaching and Developing Others
  • Establishing and Maintaining Interpersonal Relationships
  • Deal with People

  • Unpleasant/Angry People

  • Mostly Sitting

  • Make Decisions

  • $139,520

    Average Salary

What Does A Client Account Manager Do At Aecom

* Serve as AECOM’s primary point of contact with clients.
* Review and understand AECOM’s obligations on current client contracts.
* Regularly meet with staff from multiple levels of the client’s organization to obtain feedback on AECOM’s performance and identify opportunities.
* Monitor client satisfaction and addresses performance issues.
* Prepares Client Account Plan and Capture Plans.
* Manages proposal development process in compliance with AECOM policies.
* Ensures clients become a sustainable source of repeat business.
* Work with Area Business Unit Leader and Geography Business Development Leads on development of sales
* strategies.
* Develop marketing and client capture strategies.
* Establish relationships with both external and internal clients and customers.
* Identify upcoming water and wastewater pursuits in the California/Southwest municipal water/wastewater market.
* Position AECOM for pursuits that best fit our skillset.
* Lead the proposal development process including Statement of Qualifications, Technical Proposals and Presentations.
* Attend conferences and workshops to strengthen existing client relationships and establish new relationships; obtain an understanding of emerging technologies and market drivers.
* Maintain a high local and regional profile

What Does A Client Account Manager Do At Unitedhealth Group

Own the service experience of customers at the field level by working with the Operations Service Team and other matrix partners as required to ensure issues are resolved promptly and accurately meeting the customer's expectations Develop and maintain strong relationship with internal partners in Operations Service Team to manage customer service experience Fully accountable for supporting the Senior Client Manager in facilitating resolution of all elevated customer service requests by working with the Operations Service Team, and conducting customer consultations as required Conduct meetings with customers to identify issues / trends and analyze root causes to determine corrective action steps Establish and maintain strong and appropriate relationships with customers to maintain persistency Establish and maintain vendor relationship as needed, but primarily with customer Coordinate open enrollment and renewal activities Coordinate activities to support Root Cause Analysis Coordinate implementation activities Demonstrate a high level of healthcare industry knowledge as well as the customer's specific industry Perform other assignments and responsibilities as required by management Performance Driven: Delivers exceptional performance; strives to achieve stretch objectives

What Does A Client Account Manager Do At U.S. Bank

* account maintenance, building relationships with clients, cross-selling Elavon products, increase client retention and client satisfaction, and welcoming new merchants during the on-boarding phase.
* This role is the escalation point for both internal and external client issues.
* Account Managers must possess strong listening skills, be able to conduct meetings to uncover client needs and collaborate with colleagues to find a solution to meet those needs.
* Become the “go-to” point of contact who has the best understanding of the client’s overall needs.
* Candidates must have the ability to navigate through Elavon’s vast resources to provide the client with a seamless service experience.
* Utilize extensive business acumen and industry knowledge to build long-term relationships and develop strategic partner relationships that address their client’s needs within the SMB Market-space.
* Answers customer requests or inquiries within a timely fashion; to include educating of efficiency of merchant payment processing methods, interchanges qualifications, and etc.
* Strong verbal skills and phone skills for the purpose of gathering data, problem solving, and conducting sales conversations.
* Account Managers must have the ability to make recommendations according to the customer’s needs and opportunities found during business reviews.
* The sales management aspect of the role may include performing product demonstrations, explaining our services, and assisting with the implementation/migration process for new merchants.
* Account Managers must also have strong negotiation skills and be adept at closing new business or broadening existing client relationships at profitable price points in line with the firm’s pricing policy.
* Gather competitive bids and analyze for marketplace intelligence, analyze competitor behavior, pricing strategies, etc.
* Responsible for selling a full range of merchant processing products and services to existing customers while providing specialized customer care.
* Promote company products and services to continue growth of the assigned portfolio.
* Achieve cross-sell and portfolio revenue retention targets assigned by manager.
* Maintain appropriate knowledge of merchant services and/or payments to include but not limited to credit and debit cards processing, electronic check processing, electronic gift card services, electronic payment authorization and settlement, check conversion, and/or risk management.
* Remain knowledgeable and up-to-date on changes and developments in e-commerce, the payments industry and the overall business environment are integral to your success.
* The Account Manager must operate in a manner that is consistent with the risk policies, procedures and guidelines established and must be able to anticipate and proactively manage risk, escalating key issues as needed.
* Actively ensures compliance with the U
* S. Bank Code of Ethics and all Anti
* Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures.
* Actively participates in any required corporate and business line training in these areas.
* Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position.
* Actively works with customers to understand each customer's normal account activity, as appropriate for this position.
* It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with U
* S. Bancorp’s “Code of Ethics”.
* Each employee is expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for his/her position._

What Does A Client Account Manager Do At T-System

* Provide various components of coding services to our client hospitalsCalculate Facility E/M levels through the use of an algorithm created by our company (training is provided)Assign Physician E/M services based upon the three key components under 1995 guidelinesRecognize critical care cases by patient acuityCode surgical procedures typical of an ER setting to capture additional revenue when appropriateApply ICD
* CM diagnosis codes to the highest level of specificity availableProvide feedback to the client in regards to documentation improvement and missed opportunities for additional coding when working in that environment.
* Strong written communication skills are required for these accountsCandidates must be able to work from home and must be independent in their coding skillsAlign conduct with AHIMA's Standards of Ethical Coding and the Company s Code of Ethics and Business Conduct and support the Company s Ethics and Compliance ProgramAccurately apply diagnosis and procedure codes utilizing ICD
* CM, ICD-10-PCS, CPT , and HCPCSInterpret coding guidelines for accurate code assignmentIdentify the importance of documentation on code assignment and the subsequent reimbursement impactComply with all internal policies and proceduresActively participate in Company provided training and educationEnsure individual compliance with all privacy and security rules and regulations and commit to the protection of all Company confidential information, including but not limited to, Personal Health Informatio

What Does A Client Account Manager Do At Kforce

Providing the single point of contact for onboarding, renewal and off-boarding activities across the Banking Middle Office location (at a Country, Sector or Sub-sector level depending on the scale of the operation within the operating location

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How To Become A Client Account Manager

Financial managers typically have a bachelor’s degree and 5 years or more of experience in another business or financial occupation, such as an accountant, securities sales agent, or financial analyst.


A bachelor's degree in finance, accounting, economics, or business administration is often the minimum education needed for financial managers. However, many employers now seek candidates with a master’s degree, preferably in business administration, finance, or economics. These academic programs help students develop analytical skills and learn financial analysis methods and software.

Licenses, Certifications, and Registrations

Professional certification is not required, but some financial managers still get it to demonstrate a level of competence. The CFA Institute confers the Chartered Financial Analyst (CFA) certification to investment professionals who have at least a bachelor’s degree, 4 years of work experience, and pass three exams. The Association for Financial Professionals confers the Certified Treasury Professional credential to those who pass an exam and have a minimum of 2 years of relevant experience.

Work Experience in a Related Occupation

Financial managers usually have experience in another business or financial occupation. For example, they may have worked as a loan officer, accountant, securities sales agent, or financial analyst. 

In some cases, companies provide formal management training programs to help prepare highly motivated and skilled financial workers to become financial managers.

Important Qualities

Analytical skills. Financial managers increasingly are assisting executives in making decisions that affect their organization, a task which requires analytical ability.

Communication skills. Excellent communication skills are essential because financial managers must explain and justify complex financial transactions.

Detail oriented. In preparing and analyzing reports such as balance sheets and income statements, financial managers must be precise and attentive to their work in order to avoid errors.

Math skills. Financial managers must be skilled in math, including algebra. An understanding of international finance and complex financial documents also is important.

Organizational skills. Financial managers deal with a range of information and documents and so they must stay organized to do their jobs effectively.

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Client Account Manager jobs

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Client Account Manager Career Paths

Client Account Manager Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • Carrier

  • Portuguese

  • German

  • Japanese

  • Hindi

  • Italian

  • Dutch

  • Arabic

  • Swedish

  • Lithuanian

  • Hungarian

  • Chinese

  • Romanian

  • Cherokee

  • Urdu

  • Cantonese

  • Mandarin

  • Persian

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Real Client Account Manager Salaries

Job Title Company Location Start Date Salary
Client Account Manager Sovereign Systems, LLC Miami, FL Jan 03, 2015 $166,670
Client Account Manager Sovereign Systems, LLC Miami, FL Jan 03, 2012 $161,866
System Integrator/Client Account Manager Hitachi Data Systems Corporation Santa Clara, CA Apr 14, 2010 $122,055 -
Client Account Manager Kallidus, Inc. San Francisco, CA Oct 28, 2013 $120,000
Client Account Manager Corpag Services USA, Inc. Miami, FL Aug 22, 2014 $87,000
Senior Client Accounts Manager Airsea Packing Group Inc. Islandia, NY Oct 19, 2009 $80,000
Client Solutions Account Manager Impactrx Inc. Horsham, PA Aug 31, 2013 $78,750
Account Management & Clients Retention Team Manage Best Doctors, Inc. Boston, MA Apr 18, 2013 $75,075
Manager Client Accounts & Sales Indus Group, Inc. Herndon, VA Jul 23, 2014 $70,958

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Top Skills for A Client Account Manager


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Top Client Account Manager Skills

  1. Monthly Financial Statements
  2. Client Relations
  3. Customer Service
You can check out examples of real life uses of top skills on resumes here:
  • Generated monthly financial statements, prepared monthly account reconciliations and monitored client bank activity.
  • Executed 100s of outgoing calls and supported incoming calls daily to maintain and develop client relationships.
  • Established training goals and processes that increased customer service levels and decreased downtime by 10%.
  • Assessed and ensured compliance to contractual requirements.
  • Handled asset allocation and overall management of client accounts.

Top Client Account Manager Employers

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