ACCOUNT REPRESENTATIVE JOB DESCRIPTION
Compiled Account Representative job descriptions with detailed responsibilities and qualifications across a wide range of industries and specializations.

Account Representative Job Description Template
1. About the Role
An Account Representative owns a defined book of business. The role's core tension is straightforward: grow revenue within assigned accounts while keeping existing customers bought in, often simultaneously. What makes it genuinely demanding is that this person negotiates pricing and terms, trains buyers on products, maintains a live CRM pipeline, and serves as the escalation point when orders, shipments, or service commitments go sideways. Most Account Representatives in B2B sales carry a dollar-denominated quota, report against a territory or channel plan, and are measured weekly on pipeline coverage and monthly on closed revenue. They sit between the customer and nearly every internal function that touches fulfillment, marketing, or product.
2. Position Summary
As the Account Representative, you manage a portfolio of assigned accounts from initial onboarding through ongoing revenue growth, owning the relationship, the quota, and the outcome for each client you serve. You operate within a defined territory or channel structure, partnering with sales leadership, inside sales colleagues, and cross-functional support teams to close new business and expand existing accounts.
3. Why Join Us
Career Impact: Account Representatives who can demonstrate quota attainment across a named account portfolio and channel model build negotiation and consultative selling credentials that are transferable to Senior Account Manager and Business Development roles.
Business Impact: The customers and distributors in your portfolio depend on your coordination of pricing, product training, and issue resolution to make purchase decisions and maintain supply continuity.
Growth Opportunity: The territory management and Go-to-Market planning experience this role develops accelerates advancement toward Account Manager or regional sales leadership, where scope and earning potential expand significantly.
4. Key Responsibilities
- Manage an assigned portfolio of accounts to meet or exceed quarterly revenue and growth targets.
- Develop and execute account plans incorporating competitive dynamics, purchasing behavior, and budget cycles.
- Prospect for new opportunities within the territory and maintain a pipeline covering at least three times the current book value.
- Negotiate pricing, terms, and contract conditions with buyers and distributor contacts to close profitable business.
- Deliver product and solutions training to customers and distribution partners to support adoption and upsell.
- Partner with inside sales, marketing, and fulfillment teams to resolve order, shipment, and service issues to closure.
- Document all account activity, contacts, and pipeline status in the CRM system to support accurate forecasting.
- Conduct regular business reviews with key contacts, presenting performance data and identifying expansion opportunities.
5. Required Qualifications
- Bachelor's degree in Business, Marketing, or a related field, or equivalent work experience.
- 2 or more years of B2B sales or account management experience, with demonstrated quota attainment.
- Proven ability to develop and maintain professional relationships across buyer, distributor, and decision-maker levels.
- Strong negotiation and consultative selling skills with the ability to adapt approach based on customer needs.
- Solid written and verbal communication skills, including the ability to present to multiple stakeholder levels.
- Proficiency in spreadsheet and presentation software to prepare account reviews, forecasts, and sales reports.
- Strong organizational skills with the ability to manage multiple accounts and concurrent sales cycles independently.
- Self-motivated, goal-oriented, and capable of managing territory workload with minimal supervision.
6. Preferred Qualifications
- Experience selling through a channel or distributor model to end users, OEMs, or contractors.
- Familiarity with Go-to-Market planning processes, including assortment strategy and competitive positioning.
- Prior exposure to a formal sales training program and structured account planning methodology.
- Bilingual or multilingual communication ability in a language relevant to the assigned territory.
7. Success Metrics & Environment
- Quota attainment rate, measuring closed revenue against assigned monthly and quarterly targets.
- Pipeline coverage ratio, tracking active opportunities relative to the current book of business.
- Account retention rate, reflecting how well assigned customers renew and continue purchasing.
- New logo or new buyer count per quarter, measuring territory expansion beyond existing contacts.
- CRM data completeness score, indicating the accuracy of pipeline records used in weekly forecasting.
- Typical tools: CRM platform (commonly Salesforce or equivalent); productivity suite (commonly Microsoft Office, including Excel and PowerPoint).
8. Compensation & Benefits (US Market Benchmark)
- Base Salary Range: $50,000 to $72,000 annually, depending on territory and experience.
- Bonus: Variable commission plan tied to quota attainment; OTE typically 20 to 35% above base.
- Equity: Generally not offered at this level; may vary by company size and stage.
- Health Benefits: Medical, dental, and vision coverage; employer contribution varies by organization.
- PTO: 10 to 15 days annually plus standard US public holidays.
- Common Perks: Mileage or car allowance for field travel; phone and home office stipend where applicable.
Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.
9. EEO & Legal
Employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other characteristic protected under applicable federal, state, or local law. Candidates requiring a reasonable accommodation to participate in the application or interview process should notify the hiring team at the time of application. A background check will be conducted as a condition of employment. Candidates must be authorized to work in the United States.
Account Representative Job Description Examples
1. Account Representative (Ocean Freight & Export)
The Account Representative delivers end-to-end ocean freight solutions by preparing shipping documentation, negotiating carrier rates, and coordinating LCL/FCL cargo logistics for customers. Serving as the primary liaison between customers and ocean carriers, this role supports an organization's export compliance and pricing operations and directly enables customer satisfaction and cost-effective trade execution.
Key Responsibilities
- Identify customer service requirements and develop rate quote requests for ocean services.
- Analyze ocean and inland rates and negotiate with carriers to secure cost-effective structures.
- Serve as liaison between customers and ocean carriers during contract negotiations.
- Maintain a database of pricing information and rate quotes forwarded to customers.
- Prepare ocean shipping documentation, including bills of lading, EEI, commercial invoices, packing lists, and certificates of origin.
- Coordinate cargo pickups, deliveries, bookings, and inland trucking for LCL/FCL shipments.
- Work with warehouse operations to track cargoes and optimize container loading.
- Coordinate with customer suppliers on PO management, routing, and regulatory compliance.
- Prepare customer reports, invoice services, and identify marine insurance requirements.
- Keep current with export regulations covering hazardous materials, customs, and foreign country requirements.
Required Qualifications
- High school diploma or equivalent.
- Minimum two years of U.S. export experience in ocean and/or air transportation held within the last three years.
- Experience preparing EEI, Air Waybills, Ocean Bills of Lading (MBL & HBL), and letters of credit.
- Knowledge of In-bond and hazardous material processes, documentation, and applicable state, federal, and international regulations.
- Knowledge of FMC, Census Bureau, ICC, U.S. Customs, and import/export maritime regulations.
- Familiarity with INCOTERMS, NVOCC operations, and cargo insurance.
- Demonstrated skills in rating, pricing evaluation, and carrier negotiations.
- Intermediate proficiency in Microsoft Word, Excel, and PowerPoint.
- Strong time management, organizational, analytical, and multitasking abilities with attention to detail.
- Effective verbal, written, and interpersonal communication skills in English and Spanish at an intermediate to advanced level.
2. Strategic Account Representative (K-12 Education Sales)
Embedded within the strategic territory team for the Bay Area, the Strategic Account Representative assists in building partnerships across all district departments and uncovering new opportunities through consultative selling across School Specialty's 21st Century Safe School value proposition. Working closely with the Strategic Account Manager, Category Specialists, and Inside Sales, this role advances balanced growth across strategic product categories and expands market penetration within a portfolio of 75 to 150 public school district accounts.
Core Functions
- Implement the sales plan for an assigned portfolio of 75-150 strategic public school district accounts.
- Develop and maintain Strategic Account Plans incorporating purchasing behaviors, competitive dynamics, district priorities, and budgetary factors.
- Define account objectives across Strategic Product Categories within the 21st Century Safe School value proposition.
- Promote SSI's full product offerings to grow and penetrate accounts using Category Specialists and vendor representatives.
- Design and implement business strategies that address customer pain points and drive account growth.
- Develop and maintain relationships with contacts across all levels, from administrative staff to Superintendents and School Board members.
- Participate in a coordinated Team Sell strategy with Inside Sales, Strategic Account Representatives, and Category Specialists.
- Utilize Stratum, OneForce, and Salesforce.com to focus efforts on business development and white space opportunities.
- Complete ongoing proficiency and professional development training across operational and support functions.
Qualifications & Experience
- Four-year college degree in Business, Marketing, or Education preferred, or equivalent work experience.
- 2 to 5 years of successful outside sales experience.
- Knowledge of strategic account planning incorporating legislative, budgetary, and competitive factors.
- Proficiency in Microsoft Office Suite with emphasis on Excel.
- Proficiency in CRM platforms, specifically Salesforce.com.
- Strong skills in time management, territory management, financial management, and consultative questioning.
- Ability to build professional networks, including through social media.
3. Account Representative (Aerospace Structural Castings)
Reporting to the Senior Account Manager, the Account Representative shapes the full commercial relationship between Howmet Engines and its customers by coordinating RFQ processes, managing contracts and pricing, and overseeing customer scorecards for quality and delivery performance. Partnering with manufacturing sites and the credit organization, this role, based in Cincinnati, OH, positions Howmet to win profitable business and sustain trusted customer partnerships in the aerospace structural castings market.
Primary Duties
- Develop and maintain strong, trusting relationships with key customer contacts.
- Understand the customer's organization, products, markets, priorities, and opportunities to position Howmet effectively.
- Identify and prioritize customer business growth opportunities leveraging Howmet products and technical capabilities.
- Coordinate RFQ processes, aligning Howmet capabilities with specific customer needs.
- Prepare business reviews, including financial analysis, quote preparation, submittal, and customer follow-up.
- Track and resolve open items with Howmet sites and provide effective dispute mediation.
- Analyze customer scorecards for quality and delivery performance and communicate findings.
- Oversee concurrent engineering and joint customer cost reduction activities.
- Manage customer contracts, pricing, portfolio, alloy elemental management, and economic indices tracking.
- Support the annual Budget and long-range plan process collaboratively with sites and the customer.
- Monitor customer on-time payment performance and coordinate resolution with the Credit organization.
Skills & Qualifications
- Bachelor's degree from an accredited institution, preferably in a business or technical field.
- Minimum three to five years of experience in a related manufacturing environment.
- Knowledge of or experience in the aerospace structural castings market.
- Experience with investment castings, coatings, or machining of metal components.
- Understanding of basic terms and conditions, documents, and commercial agreements.
- Strong proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
- Proven customer relationship, negotiation, and presentation abilities.
- Strong written and oral communication skills.
- Strong organizational skills with the ability to manage multiple projects across all organizational levels.
4. Commercial Account Representative (Vehicle Auction Operations)
Sitting at the intersection of customer service and auction operations, the Commercial Account Representative performs administrative and operational functions, including inventory management, lot coordination, and relationship management across consignment partners and auction departments. Operating across sales, auction personnel, and customer-facing duties on auction day, this role ensures account standing, reserve accuracy, and vehicle exposure while delivering on-the-spot issue resolution that directly supports sales maximization.
Duties
- Drive superior customer experience to ensure satisfaction and build client retention.
- Act as liaison between auction departments, including sales, consignment partners, and auction personnel.
- Assess and triage customer issues to enable on-the-spot resolutions and maximize sales.
- Ensure reserve prices and declarations are accurate and negotiate sales using market conditions.
- Facilitate the seller cheque process and maintain assigned accounts in good standing.
- Coordinate lot turning, vehicle moves, lane placement, flagging, and auction run number booking.
- Collaborate with the auction team to market sale inventory and maximize vehicle exposure.
- Perform clerical and numerical tasks, including selecting, compiling, verifying, and processing data.
- Educate customers on systems and services, including ADESA.ca and Traderev.
- Perform auction day duties, including customer service, auction representation, and post-sale reporting.
Requirements
- High school diploma or equivalent.
- 1 to 2 years of customer service experience.
- Previous auction or automotive industry experience.
- Intermediate computer skills with basic knowledge of Microsoft Word, Excel, and Outlook.
- Developed verbal, written, and listening communication skills with strong interpersonal and persuasive abilities.
- Ability to multitask, adapt to changing environments, and work with minimal supervision.
- Demonstrated ability to learn, retain, and articulate product information and provide unscripted responses.
5. Account Representative (Data Center Power Solutions)
A key member of the Americas Region sales team, the Account Representative builds and leads national account relationships up to C-level executives, driving accelerated and profitable growth for Eaton's Data Center portfolio through tailored value propositions and solution proposals. Collaborating with sales, service, and support team members across the organization, this role leverages Eaton's full product portfolio across pre-sale through services to generate company-wide account visibility and Voice of Customer insight.
Functions
- Manage account relationships up to C-level executives, assessing relationship efficiency to position Eaton to win profitable business.
- Lead and coordinate a single, action-oriented national account plan with input from all assigned sales, service, and support team members.
- Drive national account opportunity identification, pursuit, and closure across products, systems, solutions, and services.
- Provide company-wide visibility to account forecasts and include findings in all required status and results reporting.
- Leverage knowledge of Eaton's full portfolio across pre-sale, delivery, execution, and services for assigned client operations.
- Provide Voice of Customer feedback to business leaders for product development, quality, and customer satisfaction purposes.
- Lead Customer Relationship Review activities and travel to assigned account locations up to 50%.
Experience & Qualifications
- Bachelor's degree from an accredited institution.
- Minimum 5 years of experience in electrical or IT sales, product management, or marketing.
- Experience managing large global IT or computer manufacturer accounts.
- Experience within the Data Center market and with power solutions and related products.
- Experience with HPE and reseller channel or distributor environments.
- Strong verbal and written communication skills.
6. Account Representative (B2B Customer Service & Industrial Sales)
Building trusted customer partnerships through co-managing accounts and technical support depends on the Account Representative, who processes inquiries, quotes, and orders while proactively advancing the sales process through outbound calls for Intralox customers in Australia and New Zealand. Based in the Melbourne office and reporting to the ANZ, Japan, and India Customer Service Manager, this role drives business relationship development by identifying customer needs and delivering value-added product recommendations.
Accountabilities
- Process customer inquiries, quotes, and orders accurately in the order entry program.
- Advise and recommend products and services to dedicated customer accounts.
- Solve customer problems by coordinating with sales, production, and engineering, and follow up to ensure resolution.
- Document and leverage customer information across departments using outbound calls.
- Proactively advance the sales process through outbound calls.
- Coordinate and communicate with credit, assembly, and technical support departments via phone and communication programs.
Technical Qualifications
- Two or more years of B2B experience in a commercial and customer support role.
- Technical aptitude with a strong analytical and detail-oriented approach.
- Strong interpersonal and communication skills.
- A service-minded, proactive, and independent work style.
- Proven ability to work effectively in a team environment and engage with customers and colleagues of diverse cultures.
- Native English speaker.
7. Account Representative (Sales Operations & Order Fulfillment)
As the Account Representative, this role owns the daily sales order lifecycle by onboarding new customers, entering hardware and services orders, processing adjustments, and issuing shipping pre-alerts in support of the Customer Operations team. The Customer Operations team relies on this work to maintain order accuracy, timely fulfillment, and smooth cross-functional communication across sales and administrative functions.
Activities
- Support the daily operations of the Customer Operations team as directed by the manager.
- Onboard new customers and manage sales order entry for hardware, accessories, and services.
- Enter internal requisitions and issue order acknowledgements to customers and sales.
- Process order adjustments, including date changes and pricing updates, as initiated by the Specialist.
- Send shipping pre-alerts upon order dispatch and provide general administrative support to the team.
Position Requirements
- Post-secondary education; a degree is an asset.
- Minimum 2 years of experience in a sales operations and order fulfilment role.
- EMS environment experience.
- Proficiency in Microsoft Office with strong Excel skills; JDE experience is an advantage.
- Good communication skills across different organizational levels.
- Strong multitasking, detail-oriented, and independent problem-solving abilities with a proactive and patient customer service manner.
- Fluency in English required; Mandarin is an advantage.
8. Account Representative (Apparel & Lifestyle Brand Sales)
Account Representative oversees a portfolio of Regional and Local accounts by developing Partnership Plans, delivering sales presentations, and executing assortment strategies that advance the Carhartt brand and achieve account KPIs. The work directly supports profitable revenue generation and market share growth across assigned channels through strategic partnership, financial acumen, and insight-driven collaboration with external leadership.
Operational Focus
- Manage accounts of varying complexity across assigned channels to maximize profitable revenue generation.
- Develop and implement Partnership Plans to advance the Carhartt brand and achieve account KPIs and financial goals.
- Develop and propose account assortment strategies through analysis, product expertise, and customer collaboration.
- Develop and present sales presentations covering marketing, merchandising, and corporate channel initiatives.
- Identify opportunities to acquire market share, consumer share, and floor space in collaboration with external leadership.
- Participate in the Go-to-Market process by gathering insights and providing input on product strategies and new market opportunities.
- Maintain knowledge of BI, WebBI, Elastic, and Salesforce to manage relationships and optimize performance.
- React promptly to account issues and serve as a trusted partner by observing and communicating industry trends and consumer insights.
Knowledge, Skills & Abilities
- Bachelor's degree or equivalent experience in Business or a related field.
- Minimum three years of successful sales and/or retail operational experience at a reputable lifestyle or apparel brand.
- District or Regional Manager level DTC experience.
- Demonstrated ability to integrate brand strategy, Go-to-Market strategy, product knowledge, and competitive intelligence to articulate product benefits.
- Strong planning, critical thinking, and problem-solving skills with the ability to navigate ambiguity and identify formal and informal decision makers.
- Strong communication, presentation, negotiation, and interpersonal skills with flexibility based on audience needs.
- Strong time management and organizational skills with the ability to identify priorities and eliminate barriers to success.
- Strong Microsoft Office skills.
9. Regional Enterprise Account Executive (Freight Forwarding & Customs Brokerage)
The Regional Enterprise Account Executive produces new business opportunities in a defined regional territory by identifying, developing, and implementing accounts with annual gross revenue between $1M and $10M for FedEx Trade Networks' import, export, and brokerage services. Serving as a liaison across Regional Sales, Worldwide Accounts, and cross-opco collaborators, this role attains territory business plan objectives and maximizes revenue growth through bundled logistics solutions.
Key Deliverables
- Attain or exceed territory business plan objectives for new and existing customers with minimal direction.
- Drive internal cross-opco collaborative strategies with FedEx Services counterparts to sell the FedEx Logistics portfolio.
- Identify, develop, and implement new business opportunities in a defined regional territory with annual gross revenue between $1M and $10M.
- Maintain an active pipeline exceeding three times the territory's current book of business.
- Align with FedEx Services Enterprise Regional Sales to maximize revenue growth and sell bundled solutions.
- Utilize advanced sales tools such as Finlistics to demonstrate value to Enterprise Regional accounts.
- Maintain precise weekly records of sales activities in the iSell CRM platform.
Professional Experience
- Bachelor's degree or equivalent.
- Minimum four years of sales experience, preferably in transportation or logistics.
- In-depth knowledge of transportation, freight forwarding, logistics, and customs brokerage services.
- Excellent listening, communication, and presentation skills with the ability to resolve problems and maintain customer satisfaction.
- Strong organizational and time management skills for territory planning and maximizing selling time.
- Strong self-confidence with the ability to develop territory relationships in competitive, price-sensitive environments.
10. Territory Account Representative (Electrical & Industrial Sales)
Embedded within a field-based sales territory, the Territory Account Representative develops and implements a multi-channel sales strategy targeting distributors, end-users, engineers, and installers to achieve quota and drive territory growth in the electrical and industrial market. Working closely with customers, internal stakeholders, and channel partners, this role advances sustained pipeline growth through product training, CRM management, and principled negotiation.
Areas of Ownership
- Achieve sales quota in assigned territory through field-based customer meetings, including after-hours engagements.
- Manage relationships with customers and distributors across complex, multi-stakeholder, and multi-location accounts.
- Develop and implement a sales strategy targeting channels, end-users, and installers to drive territory growth.
- Continuously prospect for new opportunities, expand offerings within accounts, and maintain a populated sales pipeline.
- Provide extensive product and solutions training for customers and distributors.
- Lead negotiations using compromise, persuasion, and diplomacy with internal and external stakeholders.
- Maintain continual CRM updates on account status and respond to customer questions through to resolution.
Background & Experience
- University degree or technical qualification in electrical engineering preferred.
- Five or more years of proven sales experience in the electrical or industrial market, preferably through a channel model.
- Experience selling to distributors, consultants, engineers, end users, OEMs, MROs, and contractors.
- Experience with Salesforce.com or a similar CRM platform.
- Strong written and verbal communication skills with the ability to deliver effective presentations and proposals.
- Demonstrated ability to manage multiple tasks and projects in a self-directed manner.
- Involved approximately 10-25% travel, including potential overnight stays.
11. Inside Sales Account Representative (IT & Open Source Solutions)
Reporting to internal sales leadership in Beijing, the Inside Sales Account Representative refines and executes account strategies by managing inbound and outbound calls, pursuing new accounts, and serving as a single point of contact for transactional sales and customer contracts for Red Hat. Partnering with outside sales, channel partners, and cross-functional associates, this role advances market share and business relationships within an assigned customer territory while achieving defined performance metrics.
Role Responsibilities
- Manage inbound and outbound calls to maintain and expand business relationships and market share.
- Serve as the overall account manager by leading transactional sales, partnering with outside sales or channels, and executing account strategies.
- Pursue new accounts and identify opportunities within the assigned account territory.
- Articulate Red Hat's value proposition and recommend business solutions aligned with customer needs.
- Build customer relationships through knowledge of Red Hat's technology, offerings, and services.
- Stay current on industry trends and market challenges to address customer needs in target industries.
- Cooperate with cross-functional associates to achieve results and meet customer needs.
Minimum Qualifications
- College degree required.
- Three or more years of relevant experience in account sales.
- Basic knowledge of the IT industry and its offerings.
- Ability to create and execute action plans for unsolicited outreach to capture prospect interest.
- Ability to establish momentum and drive progress toward sales objectives.
- Good reading and writing skills in English.
12. Account Representative (Retail Grocery Distribution)
Sitting at the intersection of retail operations and customer communication, the Account Representative maintains daily follow-up with assigned customers to ensure distribution accuracy, reviewing QUASAR reports, managing SKU data, and coordinating promotional communication across divisions and corporate purchasing. Operating across internal departments and customer accounts at McLane, this role enables accurate retail distribution, inventory availability, and issue resolution that directly supports customer satisfaction.
Job Functions
- Review all QUASAR item maintenance, test bills, daily and weekly out-of-stocks reports, and Mpulse reports; provide information from reports to assist customer decision-making.
- Review and communicate the SKU management report data to the customer.
- Develop an ongoing dialogue with divisions to promote idea sharing, faster customer communication, team building, and issue resolution for our customers' benefit.
- Prepare a weekly recap letter to pertinent divisions and corporate operations about customer activities and opportunities.
- Communicate customer promotions to Divisions and Corporate Purchasing, providing expected movement increases information to ensure adequate inventory in all divisions.
- Pull and review divisional out-of-stocks and communicate specific item needs to the appropriate divisional and/or corporate buyers.
Education & Experience
- High school diploma or GED.
- 2+ years of sales and/or customer service experience.
- At least 2 years of McLane-specific experience.
- Ability to learn McLane applications, including the distribution system, QUASAR, and Document Direct.
- Skilled at Microsoft Office (Excel, Word, and PowerPoint).
- Ability to travel as required.
13. Account Representative (Pharmaceutical & Skincare Sales)
A key member of a designated territory sales team, the Account Representative markets and sells the full Vivier Pharma product portfolio by conducting pre-booked daily calls, delivering individual and group training sessions, and closing new business to meet monthly, quarterly, and yearly targets. Collaborating with sales leadership and attending conferences and events, this role generates and converts new leads while maintaining high customer satisfaction across a defined territory.
What You'll Do
- Market and sell all Vivier product brands in the designated territory in line with monthly, quarterly, and yearly strategies.
- Seek new business opportunities, generate lead lists, and close deals to meet sales targets.
- Conduct a minimum number of pre-booked daily calls following established call routing plans.
- Conduct individual and group training sessions in-person and virtually, and attend events as required.
- Enter daily call reports into the CRM system by the end of each day.
- Attend scheduled sales meetings and sales conferences or conventions.
Qualifications & Experience
- University degree preferred in business or science.
- Minimum two years of outside sales experience with a proven track record.
- Proficient in Microsoft Office Suite, including Word, Excel, and PowerPoint, and CRM systems.
- Excellent selling, communication, interpersonal, and customer service skills.
- Strong time management and organizational skills.
- Highly motivated with a target-driven approach.
14. CL Account Representative (Commercial Lines Insurance)
Supporting an agency's client retention and service goals depends on the CL Account Representative, who processes commercial lines policies, endorsements, audits, cancellations, and certificates while assisting two to four Commercial Lines Account Managers. Serving as an integral member of the Account Management team, this entry-level role ensures policy accuracy within agency management systems and directly enables consistent client service delivery.
Day-to-Day Responsibilities
- Provide internal assistance to two to four Commercial Lines Account Managers.
- Process client policies, endorsements, audits, cancellations, and restatements.
- Review commercial lines insurance policies to ensure accuracy.
- Maintain accurate information in agency management systems.
- Request loss runs and endorsement changes from insurance carriers.
- Process renewal certificates and insurance holder updates.
- Assist in preparing summaries of insurance documents, finance agreements, and client renewal documents.
- Assist in invoicing clients, including complex client invoicing.
- Support the Account Management team in delivering client service and meeting retention goals.
Skills & Qualifications
- College degree preferred; entry-level position.
- Must be willing to earn a Property and Casualty insurance license.
- Comfortable with internet-based programs and Microsoft Office products.
- Detail-oriented with a strong focus on accuracy and ability to prioritize effectively.
- Resourceful, open to feedback, and eager to learn and develop professionally.
- Ability to work effectively in a team environment.
15. Territory Account Representative (Industrial Products & Territory Sales)
As the Territory Account Representative, this role executes sales to named accounts across a small-to-medium local territory by advising clients on standardized products, contributing to pricing, and leading a department managing medium-sized estimated orders. The industrial sales organization relies on this work to meet territory revenue goals and advance client relationships through analytical, collaborative, and cross-functional project coordination.
Scope of Work
- Sell to named accounts with rare addition of new customers, subject to review.
- Advise clients on standardized products with pre-defined options.
- Contribute to pricing and conditions with a defined degree of granularity.
- Cooperate with technical sales support to realize sales.
- Lead a department managing medium-sized estimated orders across a small-to-medium local territory.
Required Qualifications
- Bachelor's degree from an accredited institution or equivalent relevant experience.
- Experience leading initiatives of moderate scope and impact.
- Proven analytical and organizational ability with the capacity to coordinate multiple projects simultaneously.
- Demonstrated interpersonal and leadership skills.
- Ability to influence others and collaborate effectively.
16. Account Representative (Instant Ticket Game Production)
Account Representative coordinates the full-cycle customer-facing experience for instant ticket game production by managing project timelines, developing prize structures, and overseeing Working Papers and customer-requested changes through to sign-off for IGT Instant Ticket customers. Success in the position means building strong internal and external relationships while ensuring compliance across printing, packaging, and shipping processes within a high-volume, deadline-driven production environment.
Work Activities
- Build and maintain relationships with IGT Instant Ticket customers and internal stakeholders.
- Develop expertise in instant ticket game play strategy and offer recommendations during the game development process.
- Review customer launch schedules and product portfolios and offer recommendations based on industry trends and performance.
- Develop project timelines and monitor compliance across printing and packaging processes.
- Onboard new customers by gathering and documenting requirements and inputting specifications into the Game Management System.
- Create prize structures, review game mechanics, and develop game parameters in line with customer requirements.
- Prepare, review, distribute, and execute Working Papers and manage all customer-requested changes through to sign-off.
- Coordinate shipping requirements, send design requests, order trademark searches, and provide contract proofs and collateral materials.
- Resolve issues with press personnel, production management, and other stakeholders as they arise.
Experience & Qualifications
- High school diploma required; associate's degree in Business, Marketing, Finance, Printing, or related field required, or equivalent experience; bachelor's degree a plus.
- 3 or more years of dedicated customer service or account management experience in a related industry.
- Printing, manufacturing, or lottery industry experience a plus; international account experience a plus.
- Strong project and time management skills with the ability to work independently under tight deadlines and minimal supervision.
- Strong Microsoft Excel skills, including formulas and calculations; proficiency in Microsoft Office and Adobe Acrobat.
- Excellent written and verbal communication skills.
- Intermediate math skills and strong attention to detail.
- High degree of professionalism, integrity, discretion, and sound judgment in handling sensitive and confidential information.
17. Account Representative (Industrial Pneumatics & B2B Sales)
The Account Representative creates new client relationships and maintains existing ones by providing technical support, conducting scheduled customer contact, and managing an accurate customer database for a B2B industrial sales organization. Reporting through the Branch and Sales Manager alongside Sales Trainees and Associates, this role builds profitable revenue growth through comprehensive product knowledge and consistent customer engagement.
Performance Expectations
- Develop new client relationships and maintain ongoing relationships with existing clients.
- Contact customers and prospects according to scheduled requirements.
- Provide technical support to clients as needed.
- Maintain an accurate and up-to-date customer database.
- Communicate professionally and effectively with all internal and external stakeholders.
Technical Qualifications
- Two or more years of experience in sales, customer service, or a related field.
- Familiarity with a manufacturing environment.
- Excellent verbal and written communication skills.
- A high degree of responsiveness and attention to detail.
- Self-motivated with a collaborative approach and strong drive to achieve personal and company goals.
18. Account Representative (Telecom Accounts Receivable & Client Retention)
Embedded within GTT's client management structure, the Account Representative executes a strategically and tactically balanced role by managing accounts receivable, resolving billing disputes, identifying renewal opportunities for out-of-term services, and delivering quarterly business reviews for an assigned customer base. Working closely with Sales, operational departments, and senior client leaders, this role sustains client profitability and service quality while serving as the primary customer advocate within GTT.
Strategic Responsibilities
- Manage accounts receivable for the assigned base by resolving billing inquiries, disputes, and reconciliations, and ensuring timely payment.
- Identify out-of-term services and strategize with Sales to develop renewal plans for individual clients.
- Serve as client advocate and secondary escalation point for repair and service delivery issues.
- Create and deliver quarterly business reviews and fulfill special reporting requests from clients.
- Perform outbound introductory calls to new clients, ensuring system setup, training, and first bill review.
- Develop direct relationships with senior leaders and executives within the assigned client base.
- Drive service improvement plans with operational departments and ensure client services remain profitable.
- Maintain client data integrity within CMD and provide access and training on GTT systems, including EtherVision.
Knowledge, Skills & Abilities
- Bachelor's degree in Business, Communications, Management, or related discipline, or five or more years of equivalent experience.
- Account management or inside sales experience in a sales or sales support role, preferably with technology-based solutions.
- Advanced Microsoft Office skills, including Outlook, Word, Excel, and PowerPoint, with the ability to build pivot tables, perform data analysis, and create graphs.
- Strong public speaking skills with the ability to present to customer leadership teams and collaborate with senior management.
- Excellent verbal and written communication skills.
- Strong organizational ability to manage multiple priorities in a fast-paced environment.
- Resourceful, tenacious, and adaptable with a collaborative team-oriented approach and creative problem-solving mindset.
19. Field Services Account Representative (Automotive DMV Compliance Technology)
Reporting to field services leadership, the Field Services Account Representative guides Southern California automotive dealers through installation, training, and ongoing support of the Vitu/DMVdesk solution while monitoring system metrics for DMV compliance. Partnering with dealer management and the broader Vitu team, this role manages client expectations, advocates for process improvements, and ensures dealerships maintain accurate and compliant DMV documentation practices.
Core Responsibilities
- Install and train new clients on the Vitu/DMVdesk solution.
- Provide ongoing training, support, and account management to Southern California dealers.
- Maintain client relationships, manage expectations, and advocate for client improvements and issue resolution.
- Monitor system metrics to ensure dealership compliance with DMV regulations.
- Meet with dealer management to discuss process improvements and research new solutions and service enhancements.
- Maintain after-action visitation notes documenting visit purpose, issues, resolutions, and follow-up items.
- Attend all team meetings, training sessions, and marketing events.
Position Requirements
- Bachelor's degree in Business or relevant field; MBA or advanced degree is a plus.
- California DMV knowledge strongly preferred; automotive industry knowledge is a plus.
- Proficiency in Excel, Word, Google Drive, and Chrome and Firefox configuration.
- Ability to learn new technologies quickly and maintain awareness of industry trends.
- Strong verbal and written communication skills with the ability to offer creative suggestions and solutions.
- Proven ability to manage multiple priorities with flexibility to adapt to changing business needs.
- Self-motivated team player.
20. Account Representative (Brand Strategy & Sales)
Sitting at the intersection of brand strategy and account management, the Account Representative leads high-profile customer commitments by managing the sales cycle, developing brand strategies with the Director of Advertising, and executing client projects, including upselling and cross-selling for new and existing customers. Operating across Account Executives, manufacturers, distributors, and upper management, this role strengthens client relationships and guides inter-functional teams toward shared brand and revenue objectives.
Key Responsibilities
- Lead high-profile customer commitments to ensure objectives and plans are completed with excellence.
- Manage the sales cycle daily by engaging with Account Executives, manufacturers, distributors, and current and potential clients.
- Work with the Director of Advertising to develop brand strategies, positioning, and sales programs for clients.
- Execute client projects and handle upselling and cross-selling opportunities with new and existing customers.
- Serve as the key point of contact for price quotations, purchase orders, order changes, adjustments, and cancellations.
- Address customer complaints and queries for assigned clients.
- Collaborate with account managers, submit reports to upper management, and adopt new technologies to improve performance.
Qualifications & Experience
- Prior experience as an Account Representative or in a sales role.
- Customer service experience.
- Relevant experience in brand marketing and sales.
- Superior inter-functional project management skills with the ability to manage several groups simultaneously.
- Excellent written and verbal communication skills with the ability to motivate and align teams toward shared goals.
- Strong problem-solving skills with the ability to thrive in a dynamic, team-oriented environment.
21. Account Representative (SMC Pneumatics Sales)
A key member of the SMC sales team, the Account Representative meets or exceeds target sales goals by selling SMC's complete product offering, penetrating accounts through additional product lines, and developing relationships with key decision-makers up to top management within strategic target accounts. Collaborating with Sales Trainees and Sales Associates, this role sustains profitable revenue growth through comprehensive pneumatic product knowledge and disciplined CRM and SAP documentation.
Core Functions
- Meet or exceed target sales goals as directed by the Branch and Sales Manager.
- Serve as primary contact for assigned accounts and manage customer satisfaction proactively.
- Penetrate accounts by selling additional products, identifying new buyers, and expanding to additional customer locations.
- Develop relationships with key decision-makers up to the top management level within strategic target accounts.
- Sell the company's complete offering of products and services and pursue opportunities for account and new business growth.
- Document sales calls, opportunities, contacts, and activities in CRM and complete SAP forecasts and market reports as required.
- Assist in training Sales Trainees and Sales Associates when appropriate.
Professional Experience
- Completion of the SMC sales training program or equivalent sales and industry experience.
- Comprehensive understanding of pneumatic components and their applications.
- Knowledge of SMC policies, procedures, and product line.
- Basic understanding of competitive product lines.
- Excellent communication and problem-solving skills.
- Proficient in computer use with the ability to learn new programs and tools as required.
22. Account Representative (Import/Export Trade & Supply Chain)
Reliable execution of import/export trade operations and customer profitability depends on the Account Representative, who generates quotations, manages purchase orders, monitors shipments, and analyzes monthly sales and gross profit for a trade and supply chain organization. Based within a cross-functional sales and administrative team, this role serves as the primary customer interface for U.S. Customs compliance, HTS code resolution, and supply chain coordination from order to delivery.
Primary Duties
- Provide customer service, sales correspondence, site visits, meeting minutes, and resolve issues with U.S. Customs, HTS codes as needed.
- Provide effective telephone & written communication with customers, suppliers, brokers, and freight forwarders.
- Generate quotations, perform calculations and mark-ups, negotiate pricing, and approve sales invoices under $40K.
- Generate purchase orders based on customer POs, forecasts, inventory levels, safety stock, and lead times.
- Monitor incoming and outgoing shipments, container status, and delivery control to customers.
- Issue RMA numbers, resolve rejected and damaged inventory, and process insurance claims.
- Analyze monthly sales, gross profit, accounts receivable aging, and inventory aging.
- Research customer financial status periodically and seek new business opportunities.
- Provide explanations for section manager reports and support compliance-related information needs.
- Support other sales and administrative staff and assist with projects as needed.
Skills & Qualifications
- Bachelor's degree in business or supply chain management preferred, with three to six years of related experience or equivalent.
- Strong analytical skills with the ability to calculate figures, including discounts, commissions, percentages, and proportions.
- Ability to read and interpret documents, write routine reports, and present effectively before customers or employees.
- Ability to solve practical problems and interpret instructions in written, oral, diagram, or schedule form.
- Basic computer skills, including proficiency in Microsoft Office Suite.
- Excellent communication skills with the ability to summarize information and manage deadlines.
- English language proficiency required.
23. Account Operations Manager (Multinational Marketing & Advertising)
As the Account Operations Manager, this role coordinates multinational marketing campaigns across digital, offline, influencer, and OOH channels for international clients while managing local market operations, including event coordination, accounting, and hiring. The marketing and advertising agency relies on this work to deliver integrated, cross-border campaign proposals and ensure that client projects meet deadlines across both foreign country operations teams and domestic execution.
Ownership Areas
- Manage marketing campaigns for international clients across digital, offline, and influencer channels.
- Coordinate with social media influencers, online influencers, and celebrities to meet project requirements and deadlines.
- Contact OOH media owners and select optimal ad placements for client products.
- Collaborate on and develop combined promotional channel proposals for clients.
- Run campaign operations in the local market, both online and offline, including event coordination.
- Coordinate with account executives and operations teams in foreign countries to build multinational campaign proposals.
- Manage general office duties, including basic accounting, bills, taxes, registration, and hiring for the local market.
Requirements
- Bachelor's degree in a related field.
- Minimum four years of total experience with several years in an agency, marketing, or advertising environment.
- Experience running marketing campaigns; gaming client experience is a bonus.
- Proficiency in Microsoft Office with strong skills in PowerPoint and Excel.
- Strong written and spoken English communication skills across email, face-to-face, and messenger platforms.
- Reliable, deadline-driven, and able to work independently in a fast-paced environment with a positive, team-oriented attitude.
- Willingness to travel internationally within Asia as required.
24. Account Representative (IGT Instant Ticket Customer Relations)
Account Representative elevates the customer experience for IGT's instant ticket production clients by managing the full-cycle customer-facing relationship from onboarding and game development recommendations through to shipping coordination and issue resolution. The work directly supports IGT's ability to retain and grow its Instant Ticket customer base through expertise in game play strategy, project timeline compliance, and professional handling of sensitive and confidential production information.
Duties
- Build and maintain relationships with IGT Instant Ticket customers and internal stakeholders.
- Develop expertise in instant ticket game play strategy and offer recommendations during the game development process.
- Review customer launch schedules and product portfolios and offer recommendations based on industry trends and performance.
- Develop project timelines and monitor compliance across printing and packaging processes.
- Onboard new customers by gathering and documenting requirements and inputting specifications into the Game Management System.
- Create prize structures, review game mechanics, and develop game parameters in line with customer requirements.
- Prepare, review, distribute, and execute Working Papers and manage all customer-requested changes through to sign-off.
- Coordinate shipping requirements, send design requests, order trademark searches, and provide contract proofs and collateral materials.
- Resolve issues with press personnel, production management, and other stakeholders as they arise.
Education & Experience
- High school diploma required; associate's degree in Business, Marketing, Finance, Printing, or related field required, or equivalent experience; bachelor's degree a plus.
- 3 or more years of dedicated customer service or account management experience in a related industry.
- Printing, manufacturing, or lottery industry experience a plus; international account experience a plus.
- Strong project and time management skills with the ability to work independently under tight deadlines and minimal supervision.
- Strong Microsoft Excel skills, including formulas and calculations; proficiency in Microsoft Office and Adobe Acrobat.
- Excellent written and verbal communication skills.
- Intermediate math skills and strong attention to detail.
- High degree of professionalism, integrity, discretion, and sound judgment in handling sensitive and confidential information.
25. Account Representative (Branding & Sales Program Management)
The Account Representative shapes branding strategies and sales programs for clients by leading the daily sales cycle, managing inter-functional teams, and executing client projects, including upselling and cross-selling opportunities within a sales team environment. Reporting to the Director of Advertising and collaborating with Account Executives, manufacturers, and distributors, this role builds client satisfaction and team alignment that enables sustained account growth and revenue performance.
Key Responsibilities
- Lead high-profile customer commitments to ensure objectives and plans are completed with excellence.
- Manage the sales cycle daily by engaging with Account Executives, manufacturers, distributors, and current and potential clients.
- Work with the Director of Advertising to develop brand strategies, positioning, and sales programs for clients.
- Execute client projects and handle upselling and cross-selling opportunities with new and existing customers.
- Serve as the key point of contact for price quotations, purchase orders, order changes, adjustments, and cancellations.
- Address customer complaints and queries for assigned clients.
- Collaborate with account managers, submit reports to upper management, and adopt new technologies to improve performance.
Qualifications & Experience
- Prior experience as an Account Representative or in a sales role.
- Customer service experience.
- Relevant experience in brand marketing and sales.
- Superior inter-functional project management skills with the ability to manage several groups simultaneously.
- Excellent written and verbal communication skills with the ability to motivate and align teams toward shared goals.
- Strong problem-solving skills with the ability to thrive in a dynamic, team-oriented environment.
Editorial Process and Content Quality
This content is developed by the Lamwork Editorial Team using structured analysis of real-world job data, skill requirements, and hiring patterns.
Research framework by Lam Nguyen, Founder & Editorial Lead.
Reviewed by Thanh Huyen, Managing Editor.
Learn more about our editorial standards.