What does a client services account manager do?
A client services account manager is typically in charge of building positive relationships with clients through efficient customer support and services. Their responsibilities include overseeing the performance of staff, managing the budgets and schedules, setting objectives and guidelines, implementing solutions on problem areas, and developing strategies to optimize procedures. Furthermore, as a client services account manager, it is essential to lead and encourage teams to reach goals and participate in reaching out to clients through calls and correspondence, offering them products and services in a professional yet positive manner.
Client services account manager responsibilities
Here are examples of responsibilities from real client services account manager resumes:
- Manage in-store POS elements, direct mail and advertising.
- Manage SEM, SEO, social media, websites, reputation management, and press release campaigns of key accounts.
- Lead the development of intellectual property (IP) and internal/external processes and relationships in order to deliver ITIL offering.
- Resolve escalated issue at management level on client accounts relating to invoices or contract disputes between healthcare and insurance companies.
- Produce cost models during RFP process for existing and potential clients.
- Send out letters regarding defer payments, forbearances & ACH's.
- Support includes 3rd party POS systems, printers, scanners, and other peripheral devices.
- Act as liaison between clients and internal groups in the set up of EDI for resident billing.
- Create PowerPoint presentations, schedules, maps, and other collateral to assist in the winning of business.
- Compile annual review of payroll data for the compliance department's use in the completion of 5500 and 415 testing.
- Participate in RFP development and presentations.
- Provide cost-effective benefits and payroll alternatives to small business owners.
- Create intelligent and interactive PowerPoint presentations for current clients and future prospects.
- Document customer transactions according to company procedures in a web-base CRM application.
- Create and implement new marketing initiative to highlight industry expertise and consultative solutions within the healthcare arena
Client services account manager skills and personality traits
We calculated that 11% of Client Services Account Managers are proficient in Healthcare, Account Management, and Client Service. They’re also known for soft skills such as Management skills, Time-management skills, and Analytical skills.
We break down the percentage of Client Services Account Managers that have these skills listed on their resume here:
- Healthcare, 11%
Created and implemented new marketing initiative to highlight industry expertise and consultative solutions within the healthcare arena
- Account Management, 10%
Build and maintain strong relationships with benefit administrators and health insurance brokers for account management.
- Client Service, 10%
Accomplished account/client services manager with proven success in exceeding performance and quality standards and providing world-class customer care.
- Project Management, 7%
Project management of hardware implementation and custom programming for existing IT customers.
- Client Facing, 7%
Drive the execution of client facing activities to conclusion in a quality and timely manner.
- Service Delivery, 6%
Controlled service delivery by maintaining an integrated process and coordinating resources required to solve business problems across multiple sites.
Common skills that a client services account manager uses to do their job include "healthcare," "account management," and "client service." You can find details on the most important client services account manager responsibilities below.
Analytical skills. This is an important skill for client services account managers to perform their duties. For an example of how client services account manager responsibilities depend on this skill, consider that "sales managers must collect and interpret complex data to target the most promising geographic areas and demographic groups, and determine the most effective sales strategies." This excerpt from a resume also shows how vital it is to everyday roles and responsibilities of a client services account manager: "own client communication around implementation, strategy transparency, data analysis, campaign performance and future partnerships. ".
Customer-service skills. client services account manager responsibilities often require "customer-service skills." The duties that rely on this skill are shown by the fact that "when helping to make a sale, sales managers must listen and respond to the customer’s needs." This resume example shows what client services account managers do with customer-service skills on a typical day: "identify sales and product opportunities by recommending bank products and additional services in order to establish and maintain customer relationships. "
Communication skills. A commonly-found skill in client services account manager job descriptions, "communication skills" is essential to what client services account managers do. Client services account manager responsibilities rely on this skill because "sales managers need to work with colleagues and customers, so they must be able to communicate clearly." You can also see how client services account manager duties rely on communication skills in this resume example: "facilitate client communication on escalated issues across all applications and all divisions. "
Leadership skills. Another skill commonly found on client services account manager job descriptions is "leadership skills." It can come up quite often in client services account manager duties, since "sales managers must be able to evaluate how their sales staff performs and must develop strategies for meeting sales goals." Here's an example from a resume of how this skill fits into day-to-day client services account manager responsibilities: "project management team leadership of solution development and delivery process. "
The three companies that hire the most client services account managers are:
- JPMorgan Chase & Co.25 client services account managers jobs
- Indianapolis, IN21 client services account managers jobs
- Accenture13 client services account managers jobs
Compare different client services account managers
Client services account manager vs. Account development manager
An account development manager's responsibilities revolve around securing and reaching sales targets, creating business plans, developing strategies, and building positive relationships with clients. They must also reach out to clients through calls and correspondence, offer products and services, and address any issues and concerns, resolving them promptly and efficiently. There are also instances when they have to collect and process payments, perform follow-up calls, negotiate contracts, and even open and close accounts. Furthermore, as a manager, it is essential to lead and encourage the team to reach goals, all while implementing the company's policies and regulations.
While similarities exist, there are also some differences between client services account managers and account development manager. For instance, client services account manager responsibilities require skills such as "client service," "project management," "client facing," and "service delivery." Whereas a account development manager is skilled in "product knowledge," "account development," "client relationships," and "sales territory." This is part of what separates the two careers.
Account development managers earn the highest salaries when working in the technology industry, with an average yearly salary of $93,723. On the other hand, client services account managers are paid more in the start-up industry with an average salary of $78,640.account development managers tend to reach similar levels of education than client services account managers. In fact, account development managers are 0.5% more likely to graduate with a Master's Degree and 0.1% less likely to have a Doctoral Degree.Client services account manager vs. National account manager
A national account manager is an individual who is responsible for maintaining strong relationships with key accounts from a particular region. To ensure long-term success, federal account managers must act as a liaison between customers and the internal team by achieving the customers' needs and requirements. They must identify and create attractive strategies to bring new customers and gain revenues. Also, candidates for national account managers must possess excellent interpersonal skills and experience managing national accounts.
Each career also uses different skills, according to real client services account manager resumes. While client services account manager responsibilities can utilize skills like "client service," "client facing," "service delivery," and "powerpoint," national account managers use skills like "customer service," "national accounts," "sales growth," and "product development."
National account managers may earn a higher salary than client services account managers, but national account managers earn the most pay in the technology industry with an average salary of $99,747. On the other hand, client services account managers receive higher pay in the start-up industry, where they earn an average salary of $78,640.national account managers earn similar levels of education than client services account managers in general. They're 0.7% more likely to graduate with a Master's Degree and 0.1% more likely to earn a Doctoral Degree.Client services account manager vs. Client relationship manager
Client Relationship Managers handle special client accounts for the company. They are usually assigned to essential clients or corporate accounts. They ensure that the company keeps these clients engaged. Client Relationship Managers work hard to build professional working relationships. They give special attention to the assigned client accounts and provide clients with updates on company services and promotions. They tend to any concerns that clients may have, and they ensure that these concerns are properly addressed and resolved. Client Relationship Managers are entrusted to build and strengthen the company's relationship with a client. As such, they are expected to be professional, friendly, and collaborative.
The required skills of the two careers differ considerably. For example, client services account managers are more likely to have skills like "healthcare," "digital marketing," "payroll," and "strong analytical." But a client relationship manager is more likely to have skills like "customer service," "product knowledge," "portfolio," and "financial services."
Client relationship managers make a very good living in the technology industry with an average annual salary of $101,935. On the other hand, client services account managers are paid the highest salary in the start-up industry, with average annual pay of $78,640.Most client relationship managers achieve a similar degree level compared to client services account managers. For example, they're 3.4% more likely to graduate with a Master's Degree, and 0.0% more likely to earn a Doctoral Degree.Client services account manager vs. Client manager
A client manager acts as a liaison between the company and its clients. You are expected to ensure client satisfaction and excellent customer service. Your duties typically include managing client relationships, delivering proposals, and developing account plans. In addition, you are responsible for improving customer experience, communicating with customers and answering their inquiries, and managing and resolving conflicts. As a client manager, you are expected to supervise clients and internal teams, lead the execution of projects, and to work with clients and partner agencies in developing business objectives.
Even though a few skill sets overlap between client services account managers and client managers, there are some differences that are important to note. For one, a client services account manager might have more use for skills like "service delivery," "powerpoint," "payroll," and "salesforce." Meanwhile, some responsibilities of client managers require skills like "customer service," "client management," "pet," and "business relationships. "
Client managers enjoy the best pay in the technology industry, with an average salary of $99,506. For comparison, client services account managers earn the highest salary in the start-up industry.client managers reach similar levels of education compared to client services account managers, in general. The difference is that they're 3.9% more likely to earn a Master's Degree, and 1.0% more likely to graduate with a Doctoral Degree.Types of client services account manager
Updated January 8, 2025
