A customer account representative's role is to serve as the primary contact between a company and its clients. They typically reach out to existing and potential customers through calls and correspondence, answer inquiries, address issues and concerns, close sales by offering products and services, process payments, and ensure satisfaction to boost sales and improve client base. Furthermore, as an account representative, it is essential to maintain records of all transactions while adhering to the company's policies and regulations.

Customer Account Representative Responsibilities

Here are examples of responsibilities from real customer account representative resumes representing typical tasks they are likely to perform in their roles.

  • Provide consulting quotes that help make new and existing communications more efficient by offering various communication products and manage services.
  • Provide efficient and effective customer service regarding order fulfillment, invoicing, shipments, import/export transactions, and internal/external communication.
  • Handle cash transactions and submit all final sale receipts into POS system by shift end.
  • Assist customers with equipment sales and services, troubleshoot issues and concerns, provide support for billing and accounts.
  • Utilize computer technology to troubleshoot product malfunctions.
  • Provide consulting quotes that help make new and existing communications more efficient by offering various communication products and manage services.
  • Process and maintain orders via phone, fax and website EDI using the AS400 system (JD Edwards).
  • Assess and utilize system parameters to meet client needs and accurately input all employee and wage data into AS400 system.
  • Create display PowerPoint presentation used in national refresher training.
  • Develop and update marketing initiatives including social media outlets, website, and PowerPoint presentations for sales/communication efforts.
Customer Account Representative Traits
Communication skills shows that you are able to relay your thoughts, opinions and ideas clearly to those around you.
Computer skills involves understanding how to operate a computer, as well as computer programs and applications.
Customer-service skills involve listening skills that allow you to communicate efficiently and respectfully with a customer.

Customer Account Representative Job Description

Perhaps the hardest question to answer when deciding on a career as a customer account representative is "should I become a customer account representative?" You might find this info to be helpful. When compared to other jobs, customer account representative careers are projected to have a growth rate described as "decline" at -2% from 2018 through 2028. This is in accordance with the Bureau of Labor Statistics. What's more, is that the projected number of opportunities that are predicted to become available for a customer account representative by 2028 is -51,600.

On average, the customer account representative annual salary is $34,987 per year, which translates to $16.82 an hour. Generally speaking, customer account representatives earn anywhere from $27,000 to $44,000 a year, which means that the top-earning customer account representatives make $17,000 more than the ones at the lower end of the spectrum.

As is the case with most jobs, it takes work to become a customer account representative. Sometimes people change their minds about their career after working in the profession. That's why we looked into some other professions that might help you find your next opportunity. These professions include a customer care consultant, customer service consultant, customer care professional, and customer associate.

Customer Account Representative Jobs You Might Like

Customer Account Representative Resume Examples

Customer Account Representative Skills and Personality Traits

We calculated that 63% of Customer Account Representatives are proficient in Company Standards, Communication, and Customer Accounts. They’re also known for soft skills such as Communication skills, Computer skills, and Customer-service skills.

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

  • Company Standards, 63%

    Applied principles of good cash control, processed bank deposits, and maintained good records and balances according to company standards.

  • Communication, 5%

    Provided efficient and effective customer service regarding order fulfillment, invoicing, shipments, import/export transactions, and internal/external communication.

  • Customer Accounts, 4%

    Managed customer accounts Provided Customer Service Drove the delivery truck for delivery and repossession Installed and set up home theater systems

  • Outbound Calls, 2%

    Route inbound calls from customers to proper departments regarding pertinent information.

  • Customer Service, 2%

    Fortified manufacturer market account servicing by performing order/quote entry and changing orders, including expediting, and other customer service-related transactions.

  • Customer Requirements, 2%

    Responded efficiently to order status, expedite requests, modifications, cancellations, and adding customer requirements.

"company standards," "communication," and "customer accounts" aren't the only skills we found customer account representatives list on their resumes. In fact, there's a whole list of customer account representative responsibilities that we found, including:

  • Arguably the most important personality trait for a customer account representative to have happens to be communication skills. An example from a resume said this about the skill, "customer service representatives must be able to provide clear information in writing, by phone, or in person." Additionally, other resumes have pointed out that customer account representatives can use communication skills to "focus effort on strengthening customer relationship by ensuring, consistent & timely communications. "
  • Another trait important for fulfilling customer account representative duties is computer skills. According to a customer account representative resume, "customer service representatives must be adept at using computers.  ." Here's an example of how customer account representatives are able to utilize computer skills: "handled business transactions in connection with activation of new customer accounts on a computer terminal. "
  • Customer account representatives are also known for customer-service skills, which can be critical when it comes to performing their duties. An example of why this skill is important is shown by this snippet that we found in a customer account representative resume: "representatives help companies retain customers by professionally answering questions and helping to resolve complaints." We also found this resume example that details how this skill is put to the test: "assisted customers with payment plans and individual arrangements. "
  • A thorough review of lots of resumes revealed to us that "interpersonal skills" is important to completing customer account representative responsibilities. This resume example shows just one way customer account representatives use this skill: "representatives should be able to create positive interactions with customers." Here's an example of how this skill is used from a resume that represents typical customer account representative tasks: "account management, collections, interpersonal skills, customer relations"
  • As part of the customer account representative description, you might find that one of the skills that might be helpful to the job is "listening skills." A customer account representative resume included this snippet: "representatives must listen carefully to ensure that they understand customers in order to assist them." This skill could be useful in this scenario: "managed accurate records of customer's activities and communicated with customers. "
  • While "patience" is listed last on this skills list, don't underestimate its importance to customer account representative responsibilities. The skill is described by this resume snippet, "representatives should be patient and polite, especially when interacting with dissatisfied customers." Here is an example of how this skill is used, "used exceptionally refined customer communication skills including patience and receptivity. "
  • See the full list of customer account representative skills.

    We've found that 45.5% of customer account representatives have earned a bachelor's degree. Furthermore, 3.4% earned their master's degrees before becoming a customer account representative. While it's true that some customer account representatives have a college degree, it's generally possible to become one with only a high school degree. In fact, one out of every five customer account representatives did not spend the extra money to attend college.

    Those customer account representatives who do attend college, typically earn either a business degree or a accounting degree. Less commonly earned degrees for customer account representatives include a criminal justice degree or a general studies degree.

    When you're ready to become a customer account representative, you might wonder which companies hire customer account representatives. According to our research through customer account representative resumes, customer account representatives are mostly hired by Rent-A-Center, C.H. Robinson, and Cox Enterprises. Now is a good time to apply as Rent-A-Center has 42 customer account representatives job openings, and there are 20 at C.H. Robinson and 6 at Cox Enterprises.

    But if you're interested in companies where you might earn a high salary, customer account representatives tend to earn the biggest salaries at Dell, Autodesk, and Raytheon Company. Take Dell for example. The median customer account representative salary is $67,064. At Autodesk, customer account representatives earn an average of $56,424, while the average at Raytheon Company is $45,611. You should take into consideration how difficult it might be to secure a job with one of these companies.

    View more details on customer account representative salaries across the United States.

    The industries that customer account representatives fulfill the most roles in are the manufacturing and finance industries. But the highest customer account representative annual salary is in the technology industry, averaging $37,077. In the health care industry they make $36,979 and average about $35,213 in the finance industry. In conclusion, customer account representatives who work in the technology industry earn a 13.3% higher salary than customer account representatives in the automotive industry.

    The three companies that hire the most prestigious customer account representatives are:

      What Customer Care Consultants Do

      Customer service consultants are professionals who offer advice and expertise related to customer service to help improve the business performance of an organization. These consultants are required to interact with customers to handle complaints and provide information about the organization's products and services. They must take orders from customers and obtain correct customer information while processing billings and payments from them. Customer service consultants must also listen to the concerns of their customers as well as identify opportunities to up-sell other products and services.

      We looked at the average customer account representative annual salary and compared it with the average of a customer care consultant. Generally speaking, customer care consultants receive $21,754 higher pay than customer account representatives per year.

      While the salaries between these two careers can be different, they do share some of the same responsibilities. Employees in both customer account representatives and customer care consultants positions are skilled in customer accounts, outbound calls, and customer service.

      As far as similarities go, this is where it ends because a customer account representative responsibility requires skills such as "company standards," "communication," "customer requirements," and "timely deliveries." Whereas a customer care consultant is skilled in "healthcare," "patient care," "hospice," and "business development." So if you're looking for what truly separates the two careers, you've found it.

      On average, customer care consultants reach higher levels of education than customer account representatives. Customer care consultants are 9.0% more likely to earn a Master's Degree and 1.3% more likely to graduate with a Doctoral Degree.

      What Are The Duties Of a Customer Service Consultant?

      A customer service consultant is responsible for addressing the customers' inquiries and concerns regarding the company's services and resolving complaints to provide the best customer service and satisfaction. Customer service consultants also sell new goods and products to the customers, demonstrating features and benefits before proceeding with the orders, payment, and delivery details. They develop excellent sales pitches to attract customer to purchase items which would generate more revenue resources and profits for the business.

      Now we're going to look at the customer service consultant profession. On average, customer service consultants earn a $981 higher salary than customer account representatives a year.

      While the salary may be different for these job positions, there is one similarity and that's a few of the skills needed to perform certain duties. We used info from lots of resumes to find that both customer account representatives and customer service consultants are known to have skills such as "communication," "customer accounts," and "outbound calls. "

      But both careers also use different skills, according to real customer account representative resumes. While customer account representative responsibilities can utilize skills like "company standards," "customer requirements," "timely deliveries," and "account management," some customer service consultants use skills like "consultants," "windows," "customer care," and "new clients."

      Customer service consultants may earn a higher salary than customer account representatives, but customer service consultants earn the most pay in the insurance industry with an average salary of $34,434. On the other side of things, customer account representatives receive higher paychecks in the technology industry where they earn an average of $37,077.

      On the topic of education, customer service consultants earn similar levels of education than customer account representatives. In general, they're 1.2% more likely to graduate with a Master's Degree and 1.3% less likely to earn a Doctoral Degree.

      How a Customer Care Professional Compares

      A customer care professional is in charge of assisting clients with their needs, ensuring efficiency and client satisfaction. They typically manage calls and correspondence where they respond to inquiries, provide technical support, address concerns, and resolve issues promptly and efficiently. They may also offer products or services, process payments or refunds, and enroll clients in company services. Furthermore, as a customer care professional, it is essential to maintain records of all transactions, reporting to managers should there be any complicated issues.

      The customer care professional profession generally makes a lower amount of money when compared to the average salary of customer account representatives. The difference in salaries is customer care professionals making $912 lower than customer account representatives.

      Using customer account representatives and customer care professionals resumes, we found that both professions have similar skills such as "communication," "customer accounts," and "outbound calls," but the other skills required are very different.

      As mentioned, these two careers differ between other skills that are required for performing the work exceedingly well. For example, gathering from customer account representatives resumes, they are more likely to have skills like "company standards," "customer requirements," "timely deliveries," and "customer orders." But a customer care professional might have skills like "performance goals," "loyalty programs," "internet," and "custom solutions."

      When it comes to education, customer care professionals tend to earn similar education levels than customer account representatives. In fact, they're 0.6% more likely to earn a Master's Degree, and 0.0% more likely to graduate with a Doctoral Degree.

      Description Of a Customer Associate

      A customer associate is responsible for providing the best customer service by assisting the customers with their inquiries and concerns, as well as resolving their complaints, processing replacements, and issuing refunds as needed. Customer associates also sell products and services to the customers, demonstrating product features, and identifying business opportunities to drive more revenues and profits for the business. They must have excellent communication and organizational skills to process orders and payments timely and accurately.

      Customer associates tend to earn a lower pay than customer account representatives by about $444 per year.

      According to resumes from both customer account representatives and customer associates, some of the skills necessary to complete the responsibilities of each role are similar. These skills include "company standards," "communication," and "customer accounts. "

      Each job requires different skills like "customer requirements," "timely deliveries," "account management," and "past due accounts," which might show up on a customer account representative resume. Whereas customer associate might include skills like "greeting customers," "phone calls," "stock shelves," and "special orders."

      In general, customer associates make a higher salary in the finance industry with an average of $36,542. The highest customer account representative annual salary stems from the technology industry.

      Customer associates reach similar levels of education when compared to customer account representatives. The difference is that they're 2.1% more likely to earn a Master's Degree less, and 0.2% less likely to graduate with a Doctoral Degree.