What does a customer account manager do?

Updated January 8, 2025

8 min read

Customer Account Managers are employees who specialize in keeping good, professional relationships with the company's clients. They are assigned specific customers and key clients to manage. Customer account managers are in charge of maintaining the customers' loyalty. As such, customer account managers are expected to provide first-class service to their customers. This includes providing them special promotions related to the company's services, keeping special communication lines for client concerns, and expediting client requests. They ensure that their customers receive their product or service requests on time and in good condition.

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Customer account manager responsibilities

Here are examples of responsibilities from real customer account manager resumes:

Lead project of reducing checks process by leveraging ACH payments resulting in a savings on head count.
Manage inventory logistics which includes coordinating inventory levels with production schedules and international delivery deadlines.
Assist in managing transaction logistics including quote comparison, term negotiation, facilitation and arrangement of delivery of automobiles to customers.
Decrease staff time (and payroll) with customer issues by launching CRM and leading regional implementation and training.
Enter invoices into QuickBooks from carrier that is delivering material to destination.
Take orders from customer, enter into QuickBooks, send customers order confirmation.
Develop processes, goals, and business rules for the department, to include KPIs and individual objectives for team members.
Develop KPIs and regularly report performance metrics to senior management.
Handle hourly and salary payroll including calculating incentive pay for drivers.
Provide daily and weekly CRM reports to department heads ensuring effective communication.
Participate in development of online marketing strategy, and raising awareness of Facebook page.
Prepare and review bank reconciliation and coordinate with other functional/departmental managers for all necessary payroll needs.
Assist in managing transaction logistics including quote comparison, term negotiation, facilitation and arrangement of delivery of automobiles to customers.
Create training manuals and train other CSR's and distributors.
Create a CSR handbook and implement an aggressive training program for each employee base on weakest areas for the individual.

Customer account manager skills and personality traits

We calculated that 26% of Customer Account Managers are proficient in Customer Service, Customer Accounts, and CRM. They’re also known for soft skills such as Organizational skills, Speaking skills, and Writing skills.

We break down the percentage of Customer Account Managers that have these skills listed on their resume here:

Customer Service, 26%
Work closely with demand planning to provide customer insight and forecast data for integrated demand planning collaboration to improve customer service.
Customer Accounts, 17%
Assist customers in achieving ownership with individualized attention in managing the customer accounts department and achieving company standards and closing percentages.
CRM, 10%
Provided daily and weekly CRM reports to department heads ensuring effective communication.
Collections Process, 8%
Assist in managing the collections process* Collect revenues and protect company assets* Counsel customers to gain timely renewal payments
Persuasion, 8%
Coached customer to fulfill there payment agreements by coaching and persuasion.
Customer Retention, 7%
Stimulated customer retention through engagement of new group administration and establishing accuracy and completeness.

Most customer account managers use their skills in "customer service," "customer accounts," and "crm" to do their jobs. You can find more detail on essential customer account manager responsibilities here:

Organizational skills. To carry out their duties, the most important skill for a customer account manager to have is organizational skills. Their role and responsibilities require that "public relations and fundraising managers are often in charge of running several events at the same time, requiring superior organizational skills." Customer account managers often use organizational skills in their day-to-day job, as shown by this real resume: "facilitated customer satisfaction surveys to ensure that organizational goals were met. "

Speaking skills. Another soft skill that's essential for fulfilling customer account manager duties is speaking skills. The role rewards competence in this skill because "public relations and fundraising managers regularly speak on behalf of their organization." According to a customer account manager resume, here's how customer account managers can utilize speaking skills in their job responsibilities: "provided customer support to spanish speaking customers. "

Writing skills. This is an important skill for customer account managers to perform their duties. For an example of how customer account manager responsibilities depend on this skill, consider that "managers must be able to write well-organized and clear press releases and speeches." This excerpt from a resume also shows how vital it is to everyday roles and responsibilities of a customer account manager: "provided front-line team member support, supervised high premium dollar customer accounts working with customer, agents and underwriting on resolutions. ".

Leadership skills. For certain customer account manager responsibilities to be completed, the job requires competence in "leadership skills." The day-to-day duties of a customer account manager rely on this skill, as "public relations and fundraising managers often lead large teams of specialists or fundraisers and must be able to guide their activities." For example, this snippet was taken directly from a resume about how this skill applies to what customer account managers do: "provided leadership assistance with merchandise returns and customer delivery processes. "

Problem-solving skills. Another common skill required for customer account manager responsibilities is "problem-solving skills." This skill comes up in the duties of customer account managers all the time, as "managers sometimes must explain how the company or client is handling sensitive issues." An excerpt from a real customer account manager resume shows how this skill is central to what a customer account manager does: "worked directly with the customer to improve spares forecast accuracy and successful development and implementation of innovative customer support solutions. "

Communication skills. Lastly, "communication skills" is an important element of what a customer account manager does. Customer account manager responsibilities require this skill because "managers deal with the public regularly; therefore, they must be friendly enough to build a rapport with, and receive cooperation from, their media contacts and donors." This resume example highlights how customer account manager duties rely on this skill: "strengthen customer relationships through attention to detail and communication. "

See the full list of customer account manager skills

The three companies that hire the most customer account managers are:

Aaron's152 customer account managers jobs
Advance Auto Parts33 customer account managers jobs
Comcast14 customer account managers jobs

Choose from 10+ customizable customer account manager resume templates

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Compare different customer account managers

Customer account manager vs. Account manager and customer service manager

A billing manager is in charge of overseeing the systems and processes concerned with billing in a company. One of their primary duties is to handle the receivable accounts to ensure smooth cash flow, assess the validity of bills, provide corrective measures when necessary, supervise the workforce's performance, and solve issues raised by staff. As a billing manager, it is essential to implement all policies and regulations while leading and encouraging the team in their joint effort to reach targets and deadlines.

We looked at the average customer account manager salary and compared it with the wages of an account manager and customer service manager. Generally speaking, account manager and customer service managers are paid $11,275 lower than customer account managers per year.Even though customer account managers and account manager and customer service managers are distinct careers, a few of the skills required for both jobs are similar. For example, both careers require customer accounts, account management, and past due accounts in the day-to-day roles and responsibilities.

While similarities exist, there are also some differences between customer account managers and account manager and customer service manager. For instance, customer account manager responsibilities require skills such as "excellent interpersonal," "customer service," "crm," and "collections process." Whereas a account manager and customer service manager is skilled in "purchase orders," "vendor invoices," "payroll," and "account maintenance." This is part of what separates the two careers.

The education levels that account manager and customer service managers earn slightly differ from customer account managers. In particular, account manager and customer service managers are 1.4% less likely to graduate with a Master's Degree than a customer account manager. Additionally, they're 0.2% more likely to earn a Doctoral Degree.

Learn more about customer account managers vs billing managers.

Customer account manager vs. Billing manager

Office managers oversee the entire workplace. They maintain office processes and services to ensure that everything is running well. They manage office supplies by managing inventory and procurement procedures. They also device filing systems, create needed and relevant office policies, and ensure that all the policies are being followed. As a way to make sure that the office is in top shape, office managers supervise most of the logistical aspects inside the office. They also provide support to both management teams and the rest of the employees. They often act as the bridge between the two and would sometimes even assist in the training of new employees.

On average, billing managers earn a $31,556 higher salary than customer account managers a year.Only some things about these jobs are the same. Take their skills, for example. Customer account managers and billing managers both require similar skills like "customer service," "delinquent accounts," and "billing issues" to carry out their responsibilities.

Each career also uses different skills, according to real customer account manager resumes. While customer account manager responsibilities can utilize skills like "excellent interpersonal," "customer accounts," "crm," and "collections process," billing managers use skills like "patients," "billing procedures," "revenue cycle," and "financial reports."

Billing managers may earn a higher salary than customer account managers, but billing managers earn the most pay in the utilities industry with an average salary of $89,214. On the other hand, customer account managers receive higher pay in the technology industry, where they earn an average salary of $50,941.Average education levels between the two professions vary. Billing managers tend to reach similar levels of education than customer account managers. In fact, they're 1.0% more likely to graduate with a Master's Degree and 0.2% more likely to earn a Doctoral Degree.

Learn more about customer account managers vs office managers.

Customer account manager vs. Office manager

Team managers primarily manage the daily activities of their members. Their role includes setting targets, implementing guidelines, and supporting employees to solve any issues that may arise. It is their duty to make sure that the team's objectives are fully understood by all members and that they work closely to fulfill them. They must ensure that all of their members are working towards a common goal through constant monitoring. To manage the team, they may utilize certain principles, such as the SMART principle. They also train members to see to it that their goals are distinct, measurable, attainable, and timely.

An average office manager eans a lower salary compared to the average salary of customer account managers. The difference in salaries amounts to office managers earning a $2,556 lower average salary than customer account managers.Using the responsibilities included on customer account managers and office managers resumes, we found that both professions have similar skill requirements, such as "customer service," "customer accounts," and "customer inquiries.rdquo;

There are many key differences between these two careers, including some of the skills required to perform responsibilities within each role. For example, a customer account manager is likely to be skilled in "excellent interpersonal," "crm," "collections process," and "persuasion," while a typical office manager is skilled in "patients," "financial statements," "office operations," and "office equipment."

Office managers earn the best pay in the construction industry, where they command an average salary of $53,450. Customer account managers earn the highest pay from the technology industry, with an average salary of $50,941.Most office managers achieve a similar degree level compared to customer account managers. For example, they're 1.2% less likely to graduate with a Master's Degree, and 0.4% less likely to earn a Doctoral Degree.

Learn more about customer account managers vs team managers.

Customer account manager vs. Team manager

Team managers tend to earn a higher pay than customer account managers by an average of $36,066 per year.According to resumes from customer account managers and team managers, some of the skills necessary to complete the responsibilities of each role are similar. These skills include "inbound calls," "customer satisfaction," and "product knowledge. "While some skills are required in each professionacirc;euro;trade;s responsibilities, there are some differences to note. "excellent interpersonal," "customer service," "customer accounts," and "crm" are skills that commonly show up on customer account manager resumes. On the other hand, team managers use skills like patients, taking care, project management, and performance management on their resumes.team managers reach similar levels of education compared to customer account managers, in general. The difference is that they're 3.4% more likely to earn a Master's Degree, and 0.7% more likely to graduate with a Doctoral Degree.

Types of customer account manager

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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