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Top 50 Client Account Manager Skills

Below we've compiled a list of the most important skills for a Client Account Manager. We ranked the top skills based on the percentage of Client Account Manager resumes they appeared on. For example, 16.3% of Client Account Manager resumes contained Client Relationships as a skill. Let's find out what skills a Client Account Manager actually needs in order to be successful in the workplace.

These are the most important skills for a Client Account Manager:

1. Client Relationships

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high Demand
Here's how Client Relationships is used in Client Account Manager jobs:
  • Developed client relationships and facilitated communication between members of the service team and clients
  • Developed and maintained client relationships through the achievement of goal oriented expectations.
  • Established client relationships by providing consultation on software applications.
  • Developed and maintained professional client relationships.
  • Managed client relationships with various nonprofit clients / executives resulting in over $5 million of non-profit client revenue annually.
  • Executed 100s of outgoing calls and supported incoming calls daily to maintain and develop client relationships.
  • Build and maintain client relationships by educating them on benefits of Digital Office Solutions systems.
  • Supported the sales team in developing new client relationships related to Localization and Learning.
  • Coordinated with the Installer and Sales teams to proactively sustain existing client relationships.
  • Managed a group of medium to large client relationships within standard service requirements.
  • Maintained client relationships and worked with hospital unit managers to meet staffing needs.
  • Managed client relationships while maintaining a Series 7, General Securities Representative license.
  • Developed, managed and grew client relationships throughout the assigned account.
  • Build and maintain strong, long-lasting client relationships.
  • Establish and maintain strong client relationships.
  • Developed multi-level client relationships through executive stewardship meetings.
  • Established, Maintained and grew client relationships accounting for approximately 75% of Channel Source Direct annual revenue.
  • Establish and maintain strong client relationships, analyze client needs in order to develop program effectiveness and impact.
  • Manage all new client relationships with Mblox, account setup, integration and implementation.
  • Manage client relationships and the overall service experience through all aspects of the client lifecycle.

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4 Client Relationships Jobs

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2. Customer Service

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high Demand
Here's how Customer Service is used in Client Account Manager jobs:
  • Communicate with all levels of company to ensure accuracy and customer service is demonstrated throughout entire process.
  • Maintain client relationships and deliver quality customer service and post-sales support through daily contact and face-to-face meetings.
  • Ensured team accomplished goals and objectives on-time with a primary focus on delivering exceptional customer service.
  • Collaborated with sales, customer service departments and management to improve efficiency within the department.
  • Disseminated business updates and procedures to delivery departments ensuring superior customer service.
  • Analyze customer service/call center trends.
  • Recognized by clients and management for exceptional customer service, by receiving a performance bonus for meeting tight project deadlines.
  • Work as liaisons between a company and its clients, ensuring excellent customer service and client satisfaction.
  • Established training goals and processes that increased customer service levels and decreased downtime by 10%.
  • Provide excellent customer service to each individual, make sure they ready to use there device.
  • Assist Department Manager in training new employee's different aspects of Customer Service and Troubleshooting skills.
  • Recruited, managed and mentored an average of 12 new customer service representatives per year.
  • Assisted clients, via telephone and in person, with daily customer service needs.
  • Provided client customer service for COBRA participants, Retiree participants and employer groups.
  • Listen attentively to caller needs to ensure a positive customer service.
  • Managed human resources, staff supervision, and customer service responsibilities.
  • Work closely with clients to provide exemplary customer service.
  • Provided customer service for all clients.
  • Provided support to the customer service department Attended client meetings and implemented new business
  • Inventory accounts registry New hire training Receiving Administrator Customer service New business aquisition Claims management

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3 Customer Service Jobs

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3. Financial Statements

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high Demand
Here's how Financial Statements is used in Client Account Manager jobs:
  • Monitored and audited financial statements, accounts receivables and information technology management services.
  • Prepared monthly quarterly and annual financial statements.
  • Performed bank reconciliations and prepared financial statements
  • Provided managing partner of a CPA firm with financial information by researching and analyzing accounts; reviewing & preparing financial statements.
  • Prepared monthly/annual financial statements with supporting schedules for corporate customers, including pension and mutual funds, and managed accounts.
  • Balance checkbook to bank statements monthly, general ledger entries, and initial review of monthly financial statements.
  • Provided accurate financial statements and audit packages to auditors, tax specialists, compliance, and corporate finance.
  • Prepared and reviewed routine and moderately complex summary reports, financial statements, and tax reports.
  • Supervised the production, publishing and mailing of financial statements to clients by accounting staff.
  • Interact with client team to answer questions about the financial statements and explain accounting procedures.
  • Train new hires on financial statements, AP/AR procedures, and develop training material.
  • Produce detailed monthly financial statements for anywhere between 20 to 25 home owner associations/clients.
  • Prepared client's trial balance in preparation for tax returns and financial statements.
  • Ensured contributions and redemptions in the financial statements reconcile to sub-ledgers.
  • Prepared financial statements and month end for 35 properties with month end deadlines for reporting to the Board of Directors.
  • Prepare standard monthly financial statements, to include balance sheets, income statements and statement of cash flows.
  • Supported several clients Organized print mail and financial statements to be sent out on behalf of my clients.
  • Prepare and review home owners association financial statements, P&L variances, bank reconciliations.
  • Prepared annual financial statements for private trusts and investment companies.
  • Prepare financial statements and other reports as necessary for various Trust companies and ad hoc reports as needed.

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4. Account Management

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high Demand
Here's how Account Management is used in Client Account Manager jobs:
  • Coordinated daily operations of account management through cross-functional teams to meet business objectives for increased revenue growth and customer satisfaction.
  • Account management and revenue responsibility for accounts involved in trade show industry.
  • Provided client support and account management for independent online retailers.
  • Established and implemented client engagement and account management practices.
  • Account management leadership, business development and client penetration.
  • Provided client account management in a sales environment
  • ACCOUNT MANAGEMENT: Managed and facilitate on-boarding new clients, Created customize approach to solve client problems and provide support.
  • Lead all sales and business development functions, including key account management, customer relationship development, and contract negotiations.
  • Sell features and benefits of products, overcome objections, close sales, and perform account management.
  • Work closely with Account Management to research and resolve any client financial issues.
  • Account management, sales, and support for active group of clients.
  • Act as team leader and liason for internal partners and assigned client base through all aspects of account management.
  • Directed lifecycle account management, managing the customer IT roadmap from beginning to end.

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12 Account Management Jobs

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5. New Clients

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high Demand
Here's how New Clients is used in Client Account Manager jobs:
  • Developed relationships with 15 new clients, representing $700K in new 2015 revenue, exceeding quota by 125%.
  • Identified new clients, leads and prospect opportunities by cold calling and researching a variety of database avenues.
  • Prospect new clients and manage existing accounts to establish and maintain excellent relationships and continued business.
  • Assist sales team in on-boarding new clients, and implementing device tracking through a web-based platform.
  • Transitioned new clients from sales prospect, through contract negotiations, to performing account.
  • Helped launch 13 new clients, resulting in $10,000 dollars in new revenue.
  • Structured several successful new business conversions for a seamless transition for new clients.
  • Scheduled and met with all new clients and developed their product plans.
  • Assist sales department by creating new e-commerce accounts for new clients.
  • Created marketing proposals for attracting new clients and maintaining existing clients.
  • Install new group contracts for existing clients or new clients, effectively utilizing resources to match client needs.
  • Opened accounts for all new clients posting all client sessions, insurance and client payments.
  • Provide all systems trainings to new clients or refresher training sessions as needed.
  • Developed office setup procedures and workflow processes for new clients.
  • Train and onboard new clients for property management software.
  • Work tradeshows in search of new clients.
  • Served as Account Manager - Sales and Marketing Managed Client Retention Handled all marketing and sourcing for new clients

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6. Additional Services

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high Demand
Here's how Additional Services is used in Client Account Manager jobs:
  • Generated additional revenues for company through analysis of client needs and positioning/closing additional services.
  • Produced monthly bills and negotiated additional services and contract renewals for each site.
  • Secure existing business and drive the sale of additional services and coverage levels.
  • Consult with clients on additional services to expand growth in existing accounts.
  • Utilized meetings as an open format to discuss additional services, answer questions, strategize and re-evaluate equipment needs.

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7. Revenue Growth

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high Demand
Here's how Revenue Growth is used in Client Account Manager jobs:
  • Monitored department profit and loss statement and provided written revenue growth and decline analysis to senior management and the regional VP.
  • Exceeded annual billed revenue growth objective of $20M by 13% in 2008 through delivering complex MPLS migration.
  • Identify key buyers and develop relationships with executives that lead to significant revenue growth for BTG.
  • Manage approximately $700,000 of monthly recurring revenue exceeding 3.5% monthly revenue growth quota.
  • Managed both retail and premium accounts to maintain steady month-to-month revenue growth.
  • Achieve revenue growth objectives by increasing revenues within current base.
  • Developed client relationships for a 150-account base, ensuring revenue growth and customer satisfaction in a business-to-business telecommunications sales environment.
  • Manage multimillion dollar account base for revenue growth, expense containment, and ensuring client satisfaction.
  • Upgraded and renewed services for existing small business' for AT&T Generated revenue growth

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2 Revenue Growth Jobs

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8. General Ledger Accounts

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high Demand
Here's how General Ledger Accounts is used in Client Account Manager jobs:
  • Reconciled all billing related general ledger accounts for assigned projects and reconciled/analyzed reports and financial data for accuracy and compliance.
  • Performed analysis of work in process general ledger accounts and resolved any outstanding balances.
  • Reconcile all billing related general ledger accounts for assigned projects.
  • Reconcile balance sheets and general ledger accounts as well as tracking accounts receivable and accounts payable to resolve any outstanding balances.
  • Balanced monthly general ledger accounts to accurately record cost and month end accruals.
  • Perform journal entries and analyze general ledger accounts.

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1 General Ledger Accounts Jobs

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9. Project Management

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high Demand
Here's how Project Management is used in Client Account Manager jobs:
  • Maintained satisfactory relationship with demanding customer through vigilant project management, change management, measurement collection, and issue reporting.
  • Worked with Project Management and Quality Assurance to ensure client enhancements were delivered to specification.
  • Developed project management documentation systems that provided weekly updates on project progression.
  • Project Management leader of all activities for client's Internet initiatives as well as overall continuous selling within the account.
  • Point of contact for all clients needing implementation services, maintaining Liquid Planner Project Management software and tracking project progress.
  • Coordinated outsourced partners for real estate, project management, maintenance and operations, planning and tactical support.
  • Traveled as required to meet both client and project management responsibilities (up to 40%)!
  • Execute Marketing, Planning, Event and Project Management initiatives for client company (Fortune 50).
  • Have 4 years of Project Management experience handling teams ranging from 25 - 35 members.
  • Apply key project management structures and change management processes to increase value to our clients.
  • Create projects and task orders for the Project Management team for time and budget compliance.
  • Project Management, implementation, and consultant to new and existing programs.
  • Project management included work breakdown structure, and statements of work.
  • Project management, implementation of new services for large enterprise clients.
  • Developed multi-step project management process involving several departments and reduced error rate by 25%.
  • Perform project management tasks between the company &Vendor;.
  • Ensured project management budgets and timelines were met.

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2 Project Management Jobs

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10. New Accounts

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high Demand
Here's how New Accounts is used in Client Account Manager jobs:
  • Succeeded in negotiations for 3 new accounts within 14 months that brought in an additional $86,000 of monthly revenue.
  • Increased revenue by 45% with aggressive new account development and by performance analysis on existing and new accounts.
  • Advanced to manage larger Northern California territory and generated key growth by landing new accounts with various hospitals.
  • Establish new accounts and accurately enter data and client's assets on portfolio accounting system.
  • Managed existing accounts and worked with new customers in the development of new accounts.
  • Review utilization to assess a client's profitability, troubleshooting new accounts.
  • Function as team lead tracking all departmental items across all new accounts.
  • Work with Sales Manager to complete setup of new accounts.
  • Explored and fostered both personal and business relationships in regions and industries previously unchartered - 25 new accounts in 10 months.
  • Hired to manage one troubled account, Seamates International, but quickly assigned to service other existing and new accounts.

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11. Client Service

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high Demand
Here's how Client Service is used in Client Account Manager jobs:
  • Provide constructive feedback to Client Services Manager and Team Leads regarding Regional Manager and Account Specialist performance
  • Engage with the client administration teams in identifying efficient opportunities to deliver exceptional client service.
  • Trained, managed, and developed new hires to ensure proper territory management, public relations, and client service standards.
  • Provided creative leadership for client service program design, customer experience, process optimization, and marketing strategies across all channels.
  • Trained, mentored and appraised performance of junior staff in all areas of client service, support and retention activities.
  • Collaborate with VP, directors, client service managers and specialists departments to ensure accurate information and timely reporting.
  • Provided proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues.
  • Monitor and track client compliance requirements and dashboards to ensure client service level agreements and requirements are met.
  • Documented client services provided and gave clear direction to internal partners as to expectations associated with those services.
  • Coordinated with attorneys, care managers, tax professionals, and various other professionals for client services.
  • Manage full service plan administration and related client service management for 5 to 8 Defined Contribution Plans.
  • Ensured client service expectations were met and exceeded while balancing the risk and exposure for company.
  • Manage a Client Services team that acts as the relationship manager with a client.
  • Reported to the Client Services Director of the New England Region.
  • Credit review, compliance and risk management, excellent client service.
  • Devised and developed client Service Plans and maintained client account data.
  • Planned, prepared and delivered annual client service visits.
  • Manage group of two client service personnel.
  • Reported to the Director of Client Services.
  • Awarded "Employee of the Month" for recognized contributions towards strengthening client services and client satisfaction.

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6 Client Service Jobs

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12. Business Development

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high Demand
Here's how Business Development is used in Client Account Manager jobs:
  • Created competitive intelligence report highlighting key industry metrics to assist in Business Development's strategic approach.
  • Identify new business opportunities to be passed to Business Development for proposal development.
  • Support Business Development with product demonstrations and industry conferences.
  • Analyzed business developments and monitored market trends.
  • Deliver weekly status updates on projects directly to the VP of Business Development and President of Bruce Clay, Inc.
  • Organize and participate in business reviews with mid and senior level management, program managers and other business development staff.
  • Managed account and relationship ownership, new business development, strategic sales planning, and negotiation.
  • Managed accounts for multiple departments including business development, residual business, and in house loans.
  • Provided strategic sales leadership with new business development opportunities for IBM and OEM providers.
  • Project Manager Role concentrating on the complete lifecycle of Business Development Delivery.
  • Assisted with business development to promote industry growth through upselling shared services.

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8 Business Development Jobs

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13. Customer Retention

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high Demand
Here's how Customer Retention is used in Client Account Manager jobs:
  • Established a strong customer retention record by developing a consistent customer-first approach to all job activity.
  • Selected by management to handle highly visible account that improved customer retention.
  • Developed and improved on-site training program for newly launched retail banking products that resulted in 96% customer retention.
  • Implemented customer retention strategy resulting in 97.6% client retention and renewal rate.
  • Managed customer retention for regional client base.
  • Selected Accomplishments: 95% customer retention rate over 51-month period.

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14. Journal Entries

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high Demand
Here's how Journal Entries is used in Client Account Manager jobs:
  • Prepared amortization and deferred income journal entries.
  • Created month end journal entries to record the transfer of funds from the holding account to permanent accounts.
  • Examine general ledger detail, and prepare adjusting journal entries to clear reconciling items.
  • Handled client advance requests and posted corresponding journal entries to the general ledger.
  • Amend any improper accounting valuations via journal entries to specific ledger accounts.
  • Processed journal entries and perform accounting corrections to ensure accurate records.
  • Record monthly journal entries in multiple currencies using Oracle Database 11i.
  • Entered monthly journal entries into the financial statements.
  • Prepared other journal entries as needed.
  • Oversee all accounting processes including payables, receivables, general journal entries, and reconciliation.

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3 Journal Entries Jobs

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15. Data Entry

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average Demand
Here's how Data Entry is used in Client Account Manager jobs:
  • Complete daily tasks such as emails, messages, answer phones, paperwork, scanning, and assigned data entry.
  • Assisted manager in completing work, including AR follow-up, appeals, data entry, and scanning.
  • Performed data entry function to add, update or terminate providers, facilities or hospitals.
  • Organized and reviewed client documents in preparation of data entry for tax return preparation.
  • Compile information from draft and create tables for data entry for financial reports.
  • Monitored data entry of Will data base.
  • Light data entry for three accountants.

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16. Healthcare

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average Demand
Here's how Healthcare is used in Client Account Manager jobs:
  • Recruit registered nurses and allied healthcare professionals for travel assignments and temporary to permanent placement.
  • Managed all existing clients, and facilitated placement of healthcare professionals.
  • Balanced 8-10 clients simultaneously in varied industries including financial, healthcare, legal, security, manufacturing and homeowner services.
  • Developed IT optimization strategy within the healthcare industry that increased IBM's presence and revenue 42%.
  • Assigned to key strategic accounts in healthcare and consulting industries including Anthem, Inc. and Hewitt Associates.
  • Acted as liaison for HPS Staffing between clients and healthcare professionals when performance issues arose.
  • Served in a newly created role in Programs Healthcare unit for O&P business.
  • Received Top Performer Award within healthcare accounts ranking top 10% of team.
  • Focus on Healthcare and Commercial - Property Management and Procurement.
  • Worked in a partnership with United Healthcare.
  • Managed business relationships for financial institutions and healthcare companies in the Consumer Directed Healthcare marketplace.
  • Onboarded EDI trading partners in the healthcare, automotive, retail, and financial industries.
  • Manage client relationship for Healthcare, Government (Federal/State), IT/IS, ecommerce, Education, and Pharmaceutical/Biotech client accounts.

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3 Healthcare Jobs

No jobs at selected location

17. CRM

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average Demand
Here's how CRM is used in Client Account Manager jobs:
  • Develop and improve processes to ensure efficient customer response, tracking and support through existing and enhanced CRM system.
  • Process and manage maintenance work orders using company Customer Relationship Management (CRM) tool.
  • Utilized CRM to manage 334 core client account s generating $4.5M in annual revenue.
  • Update CRM system with details of customer conversations for tracking and trouble shooting.
  • Established best practices for internal CRM; cross-trained team members on use.
  • Improved internal CRM system to better provide client information and status reporting.
  • Managed and maintained records in an applicant tracking system/CRM database.
  • Created process maps for CRM, Marketing Finance and Promotions.
  • Document all client account activities in CRM.
  • Input daily activities and orders into CRM.
  • Used CRM software to both design marketing campaigns and integrate transactions with Quickbooks.
  • Maintain reporting details; including promotions and sponsorships as well as CRM details.
  • Invoice clients using CRM system (Salesforce) and post event follow-up/analysis.
  • Manage the CRM process and Business Development operations for Haig Barrett.
  • Monitored client marketing data using CRM software Marketo, and Salesforce.

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1 CRM Jobs

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18. Phone Calls

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Here's how Phone Calls is used in Client Account Manager jobs:
  • Handled escalated phone calls for the President/General Manager of TeleCheck and FDC Executive Management
  • Maintained contact with clients via phone calls, emails or scheduling meetings with them on a regular basis.
  • Input notes into the computer documenting information received from EOB's, letters, phone calls, etc.
  • Utilized Lotus Notes software for communications in addition to faxing, and telephone calls.
  • Answer email & phone calls from store managers regarding any issue they have.
  • Field over 50 phone calls/emails daily as dedicated contact.
  • Answer client telephone calls regarding existing accounts.
  • Responded to phone calls, voice mail and email messages from customers in a timely manner.
  • Answered emails and phone calls regarding clientproperties.

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1 Phone Calls Jobs

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19. Real Estate

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average Demand
Here's how Real Estate is used in Client Account Manager jobs:
  • Have worked in projects involving aggregation on Business and Real Estate data from internet and other online sources.
  • Prepare all closing documents, receipts and disbursements related to all commercial and residential real estate transactions.
  • Developed and delivered marketing materials, cost reports and general bookkeeping in the real estate business.
  • Learned all about Real Estate accounting: Cam, Triple-Net Leases, Gross Leases, Gross-Ups.
  • Analyze general ledger, balance sheet, bill real estate tax escalations and perform bank reconciliations.
  • Compare and draft client invoices to be billed for all real estate transactions.
  • Coordinated the preparation of a quarterly real estate report for management.
  • Perform accounting duties for commercial real estate properties across the country.
  • Provided Gartner, Inc. with the highest quality service and attention as we managed their Real Estate Services.
  • Managed and reported monthly on Gartner's facilities budget with client's Vice President of Real Estate.

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1 Real Estate Jobs

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20. Internal Departments

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average Demand
Here's how Internal Departments is used in Client Account Manager jobs:
  • Collaborated with multiple internal departments, including accounting, Web/IS, order processing, marketing communications, meetings and education
  • Coordinate communications between customer and various internal departments to help ensure a positive overall experience.
  • Work closely with Client and internal departments in encouraging new business initiatives.
  • Worked closely with multiple internal departments and contractors in the field to get work orders processed quickly and efficiently.
  • Acted as liaison between clients and internal departments to ensure execution of contract provisions and customer satisfaction.
  • Escalate any service, product and technology shortfalls with the appropriate internal departments.
  • Acted as production coordinator with various internal departments and the customers.
  • Served as the liaison between the customer and various internal departments.
  • Coordinate external on-going client training with related internal departments.
  • Responded to client inquires daily and work effectively with internal departments to prioritize and resolve client requests and deliverables.

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21. HR

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average Demand
Here's how HR is used in Client Account Manager jobs:
  • Completed non straight through processing items requiring research and/or client contact ensuring transactions are processed correctly.
  • Promoted Boston marketplace and client entertainment experiences through social media.
  • Achieved retention through collaboration with underwriters and management.
  • Communicated client feedback, high-level issues, and recommendations throughout the organization to effect change and enhance service and product offerings.
  • Support sales Reps throughout the sales cycle, assisting with data acquisition, strategic planning, proposal design, and implementation.
  • Assist in client training during the on-boarding phase and will continue to support the client facing tools throughout the relationship.
  • Respond to direct customer inquiries on the phone or through e-mail to provide support on SPT desktop software.
  • Participate in client visits in an effort to build stronger client relationships through face to face interaction.
  • Managed team of three direct reports responsible ensuring all 300 stores received service per the contract.
  • Increased sales in advertising revenue through customer contact, research, and door-to-door visits.
  • Promoted printing service products at trade shows throughout the region resulting in increased revenue.
  • Generated $60,000 in monthly service and supply revenue through active account management.
  • Set up agents through new equipment provisioning systems.
  • Work closely with sales leadership regarding all aspects of HR, assessment of KPIs to maximize productivity, and performance management.
  • Provide support throughout the entire event lifecycle as well as facilitate any changes needed (headcount, times i.e.)
  • Navigated complex client organizations and owned customer care, business results, and client satisfaction, through multi-year account commitments.
  • Managed the daily life of each mortgage through closing Researched, verified and evaluated customer data provided.
  • Acquired growth through entry into new / adjacent business lines and won a new strategic multiyear deal.
  • Increased sales through daily, persistent contact with 25 CEOs per day.
  • Participate in weekly Client Onboarding calls throughout the network to help streamline the account opening process.

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2 HR Jobs

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22. Client Issues

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average Demand
Here's how Client Issues is used in Client Account Manager jobs:
  • Conducted routine status calls to ensure client satisfaction, taking a proactive approach to identify and isolate potential client issues.
  • Served as main liaison between investment managers and other departments to ensure quality of service and resolution of client issues.
  • Identified and solved client sensitive problems and client issues and made recommendations to change or modify practices and procedures.
  • Worked in concert with underwriting, marketing and claims to consult, analyze and resolved client issues.
  • Designed and/or modified product and service solutions to address client issues, needs, and processes.
  • Engage third party vendors and custodians with interfaces into Portfolio Center to troubleshoot mutual client issues.
  • Resolved escalated and large client issues and maintained and managed a zero cash on account.
  • Recognized for innate ability to resolve complex, escalated client issues and retain client accounts.
  • Provided stewardship, organization and prioritization of all client issues.
  • Researched client issues to maintain proactive management of clients.
  • Review, reconcile, and resolve client issues.
  • Investigated and resolved client issues and requests.
  • Solved client issues and complaints.
  • Resolved escalated client issues efficiently in a timely manner.
  • Mitigate client issues in an effective manner by drawing on the collective skills and expertise of the organization.
  • Escalated client issues/concerns in a proactive manner while managing all client issues utilizing the company database.
  • Escalate client issues/concerns in a proactive manner.

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13 Client Issues Jobs

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23. Technical Support

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average Demand
Here's how Technical Support is used in Client Account Manager jobs:
  • Utilized customer support skills assisting consumers with technical support of electronic devices.
  • Ensured clients received optimized benefits from Midas+ solutions and provided technical support.
  • Provided and managed technical support, software implementation and upgrade projects.
  • Performed GM like role: Sales, Pro Services, Technical Support, Accounts Receivable, Product Management, Client Management.
  • Installed and provided technical support for in-house computerized ticketing system for client base in the US and abroad.
  • Provide technical support on IRS 5500 tax filing, Section 125 Nondiscrimination testing and other legalities as appropriate.
  • Work directly with Tier 3 technical support to expedite programming issues directly related to e-commerce online accounts.
  • Provide Technical Support, assist with testing needs and set up exams as needed.
  • Manage sales process from initial customer contact through technical support.
  • Provide technical support to the business as and when needed.
  • Provide level one technical support for nursing school testing centers.
  • Managed 375 accounts Provided over the phone training, customer, and technical support for company products.

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24. Customer Base

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Here's how Customer Base is used in Client Account Manager jobs:
  • Maintain service revenue through management of contractual renewals, service expansion and overall retention of existing customer base.
  • Account management and consultative sales to customer base of higher education institutions.
  • Developed and implemented new marketing strategies and expanded customer base.
  • Targeted specific client needs to ensure that their unique customer bases were satisfied and received their subscriptions and premiums on time.
  • Provided sales support to assigned customer base, tasked with strengthening customer retention and generating $4.5 million in revenue.
  • Joined MCI in newly created position retaining and growing existing customer base, including remote national accounts.
  • Managed team of 8-10 individuals whose primary function was to retain and grow customer base and revenue.
  • Meet the varied needs of the customer base while meeting corporate financial and strategic objectives.
  • Prepared various accounting/bookkeeping tasks for current and new clients for growing customer base.
  • Increase customer base by active participation in trade shows and industry-related events.
  • Implemented consultative style approach to develop growth within current customer base.
  • Revived sales and increased customer base for a struggling region.
  • Earned 90+% overall outstanding satisfaction scores from customer base.
  • Managed customer base and acted as a liaison for support.
  • Identify opportunities to upsell additional users and services while ensuring customer satisfaction and high rate of renewal across customer base.
  • Develop and manage customer payment plans for large customer base Provide detailed reports to management team for strategic client direction
  • Maintain and grow existing Hyalgan customer base in vacant and white space territories by analyzing competitive marketplace sales.
  • departed to relocate back to PA to be close to my family) Primary liaison between Sage and assigned customer base.
  • Research, develop and growassigned customer base by product and network upgrades, cross-sells, and adding additional/newservices.
  • Handled the wire line telecom for customer base of 30 multi-location corporations.

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25. Client Meetings

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Here's how Client Meetings is used in Client Account Manager jobs:
  • Participated in client meetings regarding applications/projects as a Subject Matter Expert.
  • Lead client meetings professionally and effectively to present agency work!
  • Facilitated client meetings for individual and corporate clients.
  • Led recurring client meetings to represent the agency and communicate new projects or initiatives to the creative team at-large.
  • Communicated requirements to recruiting team, and documented client meetings in JobDiva (Recruiting and Talent Management Software).
  • Averaged over 100 new enrollments, 400 increased contributions, and 1200 individual client meetings per year.
  • Lead team and client meetings on a quarterly basis to maintain client satisfaction and retention.
  • Attended client meetings with the Consultants for finals presentations and other meetings as needed.
  • Prepared One Page Manager reports for Standard of Performance for client meetings.
  • Coordinate client meetings to oversee client relationship remains in good standings.
  • Participate in client meetings and presentations such as due diligence reviews.
  • Coordinate client meetings for all Washington Mutual branch locations.
  • Prepared and analyzed materials for client meetings.
  • Attend client meetings along with consultants.
  • Attend client meetings as needed.
  • Conducted weekly client meetings Identified and implemented operational efficiencies.

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26. Action Plans

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Here's how Action Plans is used in Client Account Manager jobs:
  • Achieved 42% combined gross profit margin evaluating data from profit and loss reports and developing action plans to achieve target.
  • Developed customer satisfaction plans that identified key issues, addressed those issues and set goals to improve.
  • Drafted action plans and led meetings with department executives to review project status and proposed changes.
  • Work with client and field teams to create action plans on issues found during the project.
  • Coordinate action plans and track day-to-day progress to ensure quality and on-time deliveries.
  • Created and executed strategic action plans for clients.
  • Developed and implemented Coaching and Action Plans.
  • Create action plans for underperforming programs with the input of both client installation managers and store managers.

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27. Client Expectations

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Here's how Client Expectations is used in Client Account Manager jobs:
  • Assist client relationship manager in developing additional business, making client presentations, meeting client expectations and service objectives.
  • Managed client expectations through development, testing phases and implementation.
  • Cultivate client relationships by meeting and managing client expectations.
  • Exceeded client expectations and provided exceptional service.
  • Work with Account Executives and Client Account Managers to ensure Compliance Plans are current and client expectations are being met.
  • Managed client expectations through daily client interaction and communication with the offshore teams.
  • Established client expectations and advised client on staffing solutions.
  • Coordinate plan changes and manage client expectations.
  • Managed client expectations, anticipating possible issues and effectively communicating timelines.
  • Developed onboarding/orientation process to train soft skills & set client expectations in the hospitality field.
  • Ensured client expectations are properly developed and met and that deliverables were executed on time and within budget.

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7 Client Expectations Jobs

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28. Client Inquiries

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Here's how Client Inquiries is used in Client Account Manager jobs:
  • Responded to client inquiries and pro-actively anticipated client needs.
  • Managed day-to-day client relationships and interface with client as primary NYLIM contact; responded to client inquiries and resolved service issue.
  • Insure all client inquiries and issues are handled in a proactive and proficient manner.
  • Responded to client inquiries and performed reviews of daily fund transactions and NAV calculations
  • Responded to client inquiries regarding payroll and timekeeping.
  • Managed client inquiries and service requests - Maintained consistent service standard though out the organization - Coordinated service review
  • Managed issues pertaining to rates, ebilling set-up, unapplied payments, and client inquiries.

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29. Quickbooks

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Here's how Quickbooks is used in Client Account Manager jobs:
  • Trained clients to become more proficient and effective with QuickBooks.
  • Maintained all accounts receivable activity using Quickbooks.
  • Assemble and input tax returns, accounts payable, accounts receivable and bank reconciliations using Lacerte and QuickBooks.
  • Experienced in Creative Solutions and Quickbooks.
  • Consulted with clients about new accounting options; implemented new Quickbooks; developed functional chart of accounts based on clients industry.
  • Use Peachtree, Quickbooks and CPA accounting software.

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30. Xerox

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Here's how Xerox is used in Client Account Manager jobs:
  • Provided strategic Xerox SBU and operations teams with regular reporting of financial, pipeline and contractual analysis.
  • Mentored and provided Xerox management training to newly hired management associates.
  • Awarded Xerox Assessment Certification for Operational Excellence.
  • Worked with a Global Team to create first Xerox Client Operations Leadership Conference for both middle level and senior management.
  • Partnered with Equipment specialist and technical analyst to displace competitor products which resulted in increased revenue for Xerox 5.
  • Charged with the supervision of the daily operation of seven medium to large size Xerox Facilities Management Corporate Accounts.
  • Acted as Xerox BCM Director for all Bay Area clients in the legal, technology and consulting clients.
  • Research through various Xerox applications for account information to find solutions for clients and sales team.
  • Managed a team of twenty-seven employees and championed all Xerox initiatives from roll-out through implementation.
  • Managed various internal processes required to service and deliver Xerox's capabilities to the clients.
  • Attended Xerox Management training, Art of Balance at Xerox Training Center in Virginia.
  • Transform and grow Xerox market share through profitable revenue growth and cost reduction.
  • Uphold and maintain agreement of Xerox Print Services (XPS) contracts.
  • Developed, implemented and facilitated several courses for the Xerox Learning Journey.
  • Serviced customers beyond contract resulting in growth in sales for Xerox.
  • Manage an average of 40 Xerox business accounts.
  • Field Service Account Manager for Xerox Business Services.
  • Managed national accounts for Xerox.
  • Project manages the implementations of marketing strategies to increase customer awareness and drive critical business applications to onsite Xerox operations.
  • Worked with the supplies rep to convert 80% of the customer paper orders through Xerox instead of 3rd party provider.

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31. Troubleshoot

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Here's how Troubleshoot is used in Client Account Manager jobs:
  • Perform routine and troubleshooting maintenance on system database to insure quality assurance of services rendered.
  • Monitor email alerts and provide on-call assistance in troubleshooting escalated customer issues.
  • Facilitate and assist personnel in troubleshooting escalated customer issues.
  • Analyzed (first tier) problems to include basic troubleshooting, repairing, executing utilities and testing proposed resolutions.
  • Handled technical troubleshooting within an enterprise environment, including system crashes, slow-downs and data recoveries.
  • Provided follow-up to customers on the status of orders and assists in troubleshooting technical issues/problems.
  • Worked together with clients on emails, marketing, and troubleshooting.
  • Account reviews, add locations, equipment troubleshoot and upgrade.
  • SOP database reduced room for error when troubleshooting technical issues.
  • Installed and troubleshoot integration software for 33 clients.
  • SOP included troubleshooting tips and escalation process.
  • Acted as department technical advisor and troubleshooter.
  • Maintained relationships with internal teams to troubleshoot relative issues that may result in a negative customer service experience (i.e.
  • Trained new sales agents via phone conversations regarding use of equipment and Broadvox ordering and troubleshooting protocols.

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32. Service Delivery

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Here's how Service Delivery is used in Client Account Manager jobs:
  • Spearhead quality improvement initiatives to streamline service delivery, improve client satisfaction and retention, and increase operational efficiency and consistency.
  • Developed project plans, managed and coordinated service delivery initiatives for assigned clients.
  • Team, organizational, operations management and development of service delivery practices.
  • Provided Logistics Management between the Service Delivery and Customer Engineer team.
  • Communicate workforce demand requirements to service delivery team.
  • Manage the overall customer relationship by ensuring satisfaction with service delivery and acting as escalation point for service issues and concerns.
  • Identified each client's unique needs, requirements, and preferences and incorporated those into consistent service delivery.
  • Service Delivery - confirms the research and strategy is worked out internally before making recommendations to client.
  • Utilized sales strategy and implemented an incentive program which increased service delivery contracts by 34%.
  • Coordinate service delivery with internal market teams to ensure we are delivering on client expectations.
  • Managed customer service delivery for entire client base representing 70% of company revenue.
  • Developed and aligned service delivery strategies to meet client company goals.

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33. Special Projects

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Here's how Special Projects is used in Client Account Manager jobs:
  • Maintain communication with management regarding development within areas of assigned responsibilities and performs special projects as required or requested.
  • Involved with special projects and training relevant to the merger that led to the creation of South State Bank.
  • Managed facility maintenance, and special projects on behalf of the southeast regional office: responsible for 3500 stores.
  • Handled all West Coast customer service issues, special projects, licenses, and operations.
  • Assist with special projects and other areas of the department as needed.
  • Assisted management on special projects as requested.
  • Administered all special projects for assigned clients.
  • Manage special projects for account managers.
  • Complete special projects as assigned.
  • Handle special projects as requested.
  • Arrange all staff travel reservations Provide frontline support for organizational activities such as staff retreats, celebrations and special projects.

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34. High Volume

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Here's how High Volume is used in Client Account Manager jobs:
  • Work closely with the Traders to resolve any trade and settlement issues and also assist during high volume.
  • Handled inbound and outbound calls from vast Money managers in a high volume capacity.
  • Handled high volume of Medicare and Workers Compensation along with Med-Legal Bills.
  • Dedicated support for 2+ high volume customers.

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35. Primary Contact

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Here's how Primary Contact is used in Client Account Manager jobs:
  • Act as primary contact for Corporate Client Payroll and Accounting departments in the administration of the client's relocation program.
  • Performed reinsurance accounting functions and served as primary contact between clients, underwriting, and claims departments.
  • Managed multiple sales and marketing campaigns as the primary contact for Microsoft and SAP channel partners.
  • Acted as primary contact between clients and various departments within EquiServe.
  • Act as the primary contact for nursing directors and administrators.
  • Served as primary contact on several accounts.
  • Served as primary contact between three largest retail clients and Ditan (Indianapolis location).

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36. Customer Accounts

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Here's how Customer Accounts is used in Client Account Manager jobs:
  • Monitor and manage customer accounts and provide guidance and recommendations regarding payments and reconciliations.
  • Managed customer service team whose daily objective was the care/ maintenance of over 500 customer accounts.
  • Maintain and troubleshoot customer accounts with consultative calls and on-line support for 100+ clients.
  • Reviewed customer accounts to determine if a credit concession needed to be awarded.
  • Manage approximately 700 customer accounts in the Phoenix and Southern California markets.
  • Managed current customer accounts within Act and Customer Service database.
  • Facilitate communication with patients and healthcare professionals, to reconcile customer accounts between patients and third party administrators.

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37. Multiple Clients

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Here's how Multiple Clients is used in Client Account Manager jobs:
  • Provided accounting and financial services to multiple clients across varied industries including hospitality, distribution, professional services, and manufacturing.
  • Managed client/agency relations, PR activities and budgets for multiple clients simultaneously.
  • Established relationships with multiple clients as the facilitator in campaign launches.
  • Handle and organize multiple clients' freight accounts.
  • Led highly-matrixed team of 12-15 specialists to coordinate overall company relationship with multiple clients in cross-industry territory.
  • Worked with internal and external contacts to effectively manage daily deliverables across multiple clients.

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38. Issue Resolution

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Here's how Issue Resolution is used in Client Account Manager jobs:
  • Partnered with Client Account Representatives to provide full-circle support and prompt issue resolution resulting in increased service satisfaction.
  • Managed client communication and negotiated issue resolution between all parties.
  • Worked closely with the DRWP Client Support Organization globally, assisted with issue resolution and support for our clients.
  • Maintained 33% growth of active clients over previous year by providing excellent client service and issue resolution.
  • Acted as the primary issue resolution owner from beginning to end, for both internal and external customers.
  • Led network optimization plans, equipment installations, troubleshooting, and software issue resolution.

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39. External Clients

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Here's how External Clients is used in Client Account Manager jobs:
  • Communicated with internal and external clients to fill staffing needs, while working remotely from home office.
  • Worked with internal and external clients in the billing of the company's services.
  • Account Manager for all external clients.
  • Trained external clients on self-servicesoftware capabilities including spearheading Electronic Data Interchange Implementation within assigned accounts.
  • Recommended specific modifications and solutions for technical processes/procedures for internal and external clients documentation databases.
  • Generate monthly/quarterly client invoices and distribute to external clients in a timely manner.
  • Provide periodic reports for internal and external clients, analyzing fund-specific market trends.
  • Generated Excel and SQL ad-hoc reports for internal and external clients.

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40. RFP

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Here's how RFP is used in Client Account Manager jobs:
  • Partner with RFP and Sales Teams to provide information and answers to prospective clients and consultants.
  • Participated in client RFP responses as well as development and execution of client marketing programs.
  • Developed, executed and implemented RFP for official American Red Cross first aid kits.
  • Managed vendor selections, through the RFP, negotiation, and implementation phases.
  • Partake in client visits and assist in the RFP process.
  • Assist Sales department in RFP development.
  • Update and manage in CRM with client information, lead opportunities, approved PELs, RFP/RFI and sales orders.
  • Contract Administration Management o Prepared requests for proposals (RFPs) for bidding aspects of corporate function.
  • Respond to RFPs direct or through channel partners managing full Western Hemisphere territory and team.
  • Assist with RFPs and participate in open enrollment meetings.

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2 RFP Jobs

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41. Process Improvement

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Here's how Process Improvement is used in Client Account Manager jobs:
  • Drive continuous process improvement through weekly operations and quality meetings to identify lessons learned and implement best practices.
  • Defined and applied performance expectations, provided strategic support and guidance to teams on process improvement initiatives.
  • Analyzed and completed reports related to payroll account activity to identify trends and document process improvements.
  • Identify service efficiency enhancements, process improvements and service delivery using creative and proactive measures.
  • Identified and developed process improvements that continually increased the accuracy and speed of processes.
  • Identify and elevate inconsistencies and errors for process improvement consideration.
  • Identified and made recommendation for process improvements.
  • Managed data related process improvement projects.
  • Lead the worldwide centralization of account support operations and process improvements projected to increase revenue globally by over 30%.
  • Key Achievement:* Identified process improvement steps related to background reports and their turn-around time.
  • Implemented a unique version of scrum as parallel Business Process Improvement and Application Development Sprints.
  • Effected process improvement methodologies generating $1.5+ million in annual savings.
  • Reviewed office workflow/revenue cycle and offering process improvement solutions.
  • Participated in a variety of projects and process improvements to streamline work processes and increase efficiencies.

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42. Problem Resolution

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Here's how Problem Resolution is used in Client Account Manager jobs:
  • Provide technical support/problem resolution to external customers in a timely, professional, and courteous manner.
  • Respond to product inquiries and manage delivery problem resolution to maintain customer satisfaction.
  • Excelled in problem resolutions and best-option solutions.
  • Coordinated with Client Service staff to ensure effective communication, problem resolution, and product delivery to all clients.
  • Served as the first level of problem resolution for premium receipt and disbursement transactions for assigned offices.
  • Calm angry callers, repair trust, problem resolution and design best-option solutions.

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43. Trade Shows

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Here's how Trade Shows is used in Client Account Manager jobs:
  • Attend and participate in sales meetings, business team meetings, product training sessions and trade shows.
  • Performed product demonstrations at trade shows, defined customer requirements from inception through design.
  • Attend vendor workshops and trade shows to stay up-to-date on current industry trends.
  • Attend various trade shows in the FTIR/Metal Fabrication Industry as an exhibitor.
  • Managed booths at trade shows to gain new business.
  • Represented company at national trade shows including the 2014 Dealernews Dealer Expo.
  • Executed successful national trade shows; represented the company and secured contracts.

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44. ROI

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Here's how ROI is used in Client Account Manager jobs:
  • Determined appropriate statistical methodologies and best practices that yielded accurate, reliable and credible results for measuring ROI and performance.
  • Communicated and implemented best practices with clientele which drove website traffic and increased ROI on marketing solutions.
  • Maintained active role and effective communication with clients; approached every interaction with purpose to improve ROI.
  • Return on Investment (ROI) calculations for clients when implementing new products.
  • Innovated monthly check point reviews to track ROI achievement back to sales process.
  • Utilized reporting aspect of marketing automation tool to quantify campaigns and ROI.
  • Reduced new business acquisition lifecycle by 30%, leading to quicker ROI for clients.
  • Evaluate tradeshow ROI and provide recommendations for trade show/event strategies.

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45. Powerpoint

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Here's how Powerpoint is used in Client Account Manager jobs:
  • Provided measurable performance standards with various graphs and PowerPoint visuals to communicate performance against objectives.
  • Created executive level PowerPoint presentations for clients.
  • Conducted group sales and open enrollment presentations using PowerPoint, etc., small & large group public speaking.
  • Used PowerPoint and Photoshop for best practices presentations to major broadcast industry corporate leaders.

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46. Direct Reports

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Here's how Direct Reports is used in Client Account Manager jobs:
  • Manage and mentor my direct reports, actively engaging with them through team and individual meetings and the staff performance process.
  • Provide coaching and leadership to direct reports to grow the skill and abilities of the client delivery team.
  • Managed $31M retail services account as Team Lead for the Southeastern region, with 27 direct reports.
  • Motivate, challenge and ensure my direct reports are trained as required to fulfil their roles.

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47. Salesforce

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Here's how Salesforce is used in Client Account Manager jobs:
  • Funnel management and forecasting for new and existing accounts using Salesforce.com.
  • Take notes during phone calls with clients and enter project status into a database (Salesforce) for future reference.
  • Excelled in a junior sales position, liaising with outside salesforce and building new account relationships.
  • Track events, contracts, invoices and payments with clients and vendors in Salesforce.
  • Report and analyze the success of campaigns using Salesforce and Excel.

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48. SEO

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Here's how SEO is used in Client Account Manager jobs:
  • Spearheaded competitive SEO strategies to enhance visibility on Google, encouraging foot traffic to store.
  • Managed numerous projects and a group of SEO analysts and two PPC analysts.
  • Assisted in development of Paid Search and SEO strategies for key CPG client.
  • Created and interpreted SEO/SEM/Social reports to clients and answering questions.
  • Managed website development including content management, Search Engine Optimization (SEO), PPC Google Adwords and reputation management.
  • Contracted Sotheby's International Realty Affiliates to engage in the SEO program.
  • Utilized Google Analytics to shape client recommendations and provide SEO consultation.

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49. Client Information

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Here's how Client Information is used in Client Account Manager jobs:
  • Coordinated preparation and delivery of employee communication materials utilizing carrier and client information.
  • Identify and grow opportunities with inbound leads and collaborate with Underwriting team for obtaining required documents and client information.
  • Place calls to vendors to follow-up, troubleshoot, and update client information.
  • Use QuickBooks to manage and maintain sales records and client information.
  • Facilitate the flow of information to delivery teams, communicates changes to client information, expectations, and contract scope deliverables.
  • Maintained comprehensive client information in Salesforce and Ika

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50. Customer Relationships

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Here's how Customer Relationships is used in Client Account Manager jobs:
  • Established and maintained strong customer relationships; identified customer needs and applied wide array of telecommunication products.
  • Managed daily customer relationships with a Redmond, WA client.
  • Manage customer relationships from pre-sales through post implementation.

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Client Account Manager Jobs

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20 Most Common Skills For A Client Account Manager

Client Relationships

21.6%

Customer Service

15.6%

Financial Statements

15.3%

Account Management

4.3%

New Clients

4.3%

Additional Services

4.2%

Revenue Growth

3.9%

General Ledger Accounts

3.7%

Project Management

3.3%

New Accounts

3.2%

Client Service

2.7%

Business Development

2.2%

Customer Retention

2.2%

Journal Entries

2.1%

Data Entry

2.1%

Healthcare

2.0%

CRM

1.9%

Phone Calls

1.8%

Real Estate

1.8%

Internal Departments

1.7%
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Typical Skill-Sets Required For A Client Account Manager

Rank Skill
1 Client Relationships 16.3%
2 Customer Service 11.7%
3 Financial Statements 11.5%
4 Account Management 3.3%
5 New Clients 3.2%
6 Additional Services 3.2%
7 Revenue Growth 3.0%
8 General Ledger Accounts 2.8%
9 Project Management 2.4%
10 New Accounts 2.4%
11 Client Service 2.0%
12 Business Development 1.7%
13 Customer Retention 1.6%
14 Journal Entries 1.6%
15 Data Entry 1.6%
16 Healthcare 1.5%
17 CRM 1.4%
18 Phone Calls 1.4%
19 Real Estate 1.3%
20 Internal Departments 1.3%
21 HR 1.3%
22 Client Issues 1.3%
23 Technical Support 1.2%
24 Customer Base 1.2%
25 Client Meetings 1.1%
26 Action Plans 1.0%
27 Client Expectations 0.9%
28 Client Inquiries 0.9%
29 Quickbooks 0.9%
30 Xerox 0.9%
31 Troubleshoot 0.9%
32 Service Delivery 0.9%
33 Special Projects 0.8%
34 High Volume 0.8%
35 Primary Contact 0.8%
36 Customer Accounts 0.8%
37 Multiple Clients 0.7%
38 Issue Resolution 0.7%
39 External Clients 0.7%
40 RFP 0.7%
41 Process Improvement 0.7%
42 Problem Resolution 0.7%
43 Trade Shows 0.7%
44 ROI 0.6%
45 Powerpoint 0.6%
46 Direct Reports 0.6%
47 Salesforce 0.6%
48 SEO 0.6%
49 Client Information 0.6%
50 Customer Relationships 0.6%
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