WHAT DOES AN ACCOUNT DO?

Published: May 13, 2025 - The Account handles financial transactions and ensures accurate recordkeeping across all accounts. This position prepares financial reports and monitors budget compliance regularly. This role supports audits and maintains documentation in accordance with company policies.

A Review of Professional Skills and Functions for Account

1. Account Assistant Duties

  • Purchase Matching: Purchase order matching with invoices
  • Nominal Coding: Nominal coding of purchase invoices and credit card statements with relevant codes
  • Payment Posting: Posting of payments and allocation against customer and supplier accounts
  • Supplier Reconciliation: Reconciling supplier statements to company records
  • Supplier Query Resolution: Answering the phone and following up supplier queries through to resolution
  • Financial Analysis: Periodic analysis of financial data
  • Data Handling: Collecting and presenting data
  • Account Preparation: Assist with the preparation of month-end and year-end accounts
  • Team Support: Cover for other members of the Finance and Administration team during periods of absence
  • Document Management: Scanning, copying and filing documents
  • Logistics Support: Occasional off-site collection of office supplies/local deliveries

2. Account Clerk Details

  • Accounting Transactions: Manage all accounting transactions in SAP and close the monthly account (in multi-currency) correctly.
  • Consolidation Reporting: Inputting the consolidation PKG to the system under the head office's instruction.
  • Report Preparation: Prepare internal applications and/or reports (monthly, quarterly, annual).
  • Invoice Processing: Issue invoices and make payments in the system and keep updated records.
  • Budget Assistance: Assisting in budget preparation.
  • Treasury Knowledge: Understanding of the treasury function.
  • Audit Support: Assisting in internal (JSOX) and external audit.
  • Interdepartmental Communication: Communicate with other internal departments, group companies, and customers by email, telephone, and in person.
  • Administrative Support: Provide accounting administration support including company credit card administration.
  • Tax Reconciliation: Reconciliation of Corporation Tax and VAT.
  • Fixed Asset Management: Maintaining the fixed asset register.

3. Account Coordinator Responsibilities

  • Inventory Management: Management, storage, issuance, and administration of test card inventory
  • Process Documentation: Maintenance of the card inventory operational process documentation
  • Redemption Communication: Communication of redemption requirements for new products and partners
  • Stakeholder Updates: Distribution of communications/status updates to project stakeholders for active, assigned requests
  • Merchant Testing: Conduct merchant product certification tests via store visits for Big Box merchants
  • Product Information Management: Manage and update product information for the website created to support product T&C’s and redemption instructions for the Walmart PIN on Receipt / Code to Content products
  • POS Documentation Support: Assist in creating documentation explaining merchant POS behaviors and limitations
  • Process Improvement: Identify process improvement recommendations to increase efficiencies / improve outcomes
  • Issue Resolution: Resolve internal trouble tickets associated with testing failures, and assist internal Support teams
  • Project Coordination: Coordinate and manage small/special projects

4. Senior Account Director Job Summary

  • Customer Relationship Management: Develop and strengthen relationships with decision-makers and influencers in the customer organization and drive penetration in various functions including outside CIO
  • IT Advisory: Become a trusted IT advisor to the customer and participate in customer’s strategic planning
  • Sales Monitoring: Regularly monitor sales trends, market dynamics and incorporate into existing account strategy and plan
  • Account Strategy: Lead account strategy and planning and seek opportunities for growth in the account by providing WAN and Managed Service Solutions
  • Deal Negotiation: Lead proposal development, negotiation and commercial terms for large deals
  • Value Proposition Delivery: Demonstrate Lightstream’s unique value proposition to shape opportunities for the customer and increase share of revenues from sourced deals
  • Solution Integration: Bring together and create integrated opportunities with end-to-end solution delivery requirements
  • Sales Communication: Demonstrated strong communication, written, and formal presentation skills as well as proficiency in selling to close

5. Account exexutive Accountabilities

  • Revenue Growth: Responsible for maximizing new monthly recurring revenue (MRR) by adding new accounts and growing an assigned installed customer base
  • Partner Management: Engage, onboard, educate, and manage new and assigned reseller and referral partners
  • Customer Understanding: Maintain a clear business understanding of the customer’s business needs and how Codero fits in with them
  • Consultative Selling: Strategically focus on consultative selling services (cloud, hosting and managed services) based on client needs
  • Service Knowledge: Stay educated on a suite of services to meet prospective and existing customer needs
  • Sales Forecasting: Effectively organize workload to exceed sales metrics and accurately forecast all revenue opportunities efficiently
  • Account Management: Manage multiple decision-makers at various levels within client accounts
  • Value-Based Selling: Must be able to handle price negotiations with a focus on value-based selling
  • Channel Engagement: Engage with channel partners to find and develop new opportunities
  • Technical Communication: Logically communicate complex technical information and ideas so others will understand
  • Customer Support: Demonstrate the ability to consistently provide Serious Support[Symbol]
  • Team Collaboration: Collaborate with internal team members to provide customized proposals and resolve customer technical issues

6. Account Manager Functions

  • Budget Management: Ensure efficient and accurate spending of client budget by Facebook and Google Media Managers
  • Campaign Analysis: Analyze campaigns and work with Media Managers to make optimizations to achieve success
  • Creative Coordination: Work with the Creative Director, Copywriter and Designer to ensure timely execution of deliverables, including landing pages, Facebook Ads, Google Ads, and more
  • Creative Review: Review the work to ensure the highest quality creatives are used and align with the overall goals & brand of clients
  • Event Support: Support and help design local and national reseller and distribution events
  • Campaign Strategy: Create strategies for new campaigns on Facebook, Google, and other top platforms
  • Project Tracking: Ensure project is going according to plan (on budget and on time)
  • Program Implementation: Work with the Director of Channel Sales to implement vendor programs and implement/maintain reseller agreements

7. Account Specialist Job Description

  • Order Administration: Handle the administration of customer orders
  • Decision Awareness: Understand the impact of daily decisions on company goals
  • Risk Taking: Take risks that will not negatively impact the operation
  • Stress Management: Handle stress and maintain composure when dealing with both internal and external customers
  • Professional Conduct: Operate in a professional manner, showing respect in dealing with multiple levels of management
  • Continuous Learning: Desire to develop through continuous learning
  • Logistics Coordination: Coordinate logistics and export documents
  • EHS Compliance: Support and adhere to all EHS policies and procedures
  • Report Management: Run misc. daily, weekly, and monthly reports

8. Account Supervisor Overview

  • Client Relationships: Create positive, collaborative, trusting environments, building and strengthening relationships with clients and the agency as well as between clients and the agency
  • Client Communication: Act as the main point of contact for key clients, overseeing client communication and expectations during the campaign production and campaign execution process
  • Media Planning: Collaborate with media teams to prepare integrated media plans that include target and geography analysis, platform recommendations, budget allocation, scheduling, etc.
  • Client Documentation: Prepare client documentation to include Project and Creative Briefs, Statements of Work, Weekly Status Reports, Midway Reports, and Final Executive Reports
  • Campaign Optimization: Work directly with assigned accounts and respective teams to present, evaluate and optimize digital campaigns
  • Campaign Monitoring: Monitor campaigns and manage day-to-day interactions with the client and media teams
  • Plan Execution: Guide and direct flawless plan development, execution, tracking and reporting
  • Budget Planning: Assist in planning overall budgets and manage/track budgets throughout campaigns
  • Budget Reconciliation: Reconciling media budgets for each campaign in the end and/or along the way
  • Metrics Reporting: Create and prepare metrics reports for clients, to provide regular insight and recommendations for campaign optimization and improvement
  • Tag Implementation: Lead implementation of tracking codes, pixel, etc. through Google Tag Manager
Relevant Information
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