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Account Representative Job Description Template

Job Description Template

Account Representative Job Description Template

October 26, 2022

Account Representative Job Description Template

Finding and recruiting new team members is an easy and fast process if you have suitable assistance and resources. Start your hiring process with this FREE Account Representative Job Description Template to learn about this position’s most essential skills, responsibilities, and requirements.

This template is completely customizable, which allows you to create the job offer that best fits your business’s criteria and standards.

Our VIVAHR Software will provide you with numerous useful features, resources, and tools and help you raise your business to the highest level!

You can even post your job offers to more than 50 job posting sites across the country and many more!

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What is an Account Representative?

Account Representatives mainly work in the sales or customer service departments of a company.

They are responsible for generating sales by building trusting relationships with new clients and nourishing the existing ones.

Account Representatives make sure clients are satisfied with the services and products provided and resolve any issues or inquiries that clients may have.

Related Job Titles for Account Representative

The Top Account Representative Skills

Skill Why it's important
Customer Service Account Representatives need to have exceptional customer service skills. This skill represents the ability to provide a pleasant and professional customer experience. Account Representatives need to listen to their client's problems, answer questions, and provide solutions. It is important for them to be friendly and attentive when communicating with clients.
Problem-Solving Account Representatives use problem-solving skills to properly address clients’ problems and concerns. Clients may have problems or questions regarding products or services, and it is Account Representatives’ job to provide the most suitable and beneficial solutions and troubleshoot whatever creates the problem.
Product Knowledge Thorough product and service knowledge the company offers can help Account Representatives perform their job well. The more understanding of products and services they have, the better customer service they will provide. Product knowledge allows them to give accurate information and explanations.
Sales A part of an Account Representatives’ job is to generate the company’s revenue by selling products and services to clients. That is why Account Representatives must have great sales and persuasion skills. They need to have the ability to close deals and meet the company’s sales goals.
Organization Effective organizational skills are crucial for Account Representatives. They need to keep track of multiple tasks, paperwork, and client accounts. A good organization helps them divide their time and make sure each client receives the same amount of attention and assistance.

Account Representative Job Description Template (Free)

Our company is looking for a goal-oriented Account Representative who will help us generate revenue and improve sales. As an Account Representative, you will ensure client satisfaction through effective communication and customer service. You will be responsible for presenting, promoting, and offering the company’s products and services to new and existing clients. Additionally, your job will review and manage client accounts and ensure the accuracy of their information.

Your goal as an Account Representative will be to build and maintain strong relationships with clients and reach prospective clients through cold-calling, email, newsletters, etc. If clients face any problems or have complaints, you will be there to help them resolve issues. You will also prepare and maintain records of client accounts, payments, sales activities, etc.

To sum up, our ideal candidate for this position should have exceptional customer service, communication, problem-solving, organization, and sales skills.

Account Representative Duties & Responsibilities:

  • Build strong relationships with new and existing clients
  • Ensure client satisfaction through effective communication and customer service
  • Prepare and develop proposals and offers to prospective clients
  • Help clients understand the benefits of using the company’s products and services
  • Review and manage client accounts to ensure accuracy
  • Advise clients on the company’s products and services and negotiate sales terms
  • Handle client complaints, problems, and inquiries, and resolve problems and disputes
  • Negotiate contract terms and conditions and close deals
  • Present and promote products and services to new clients
  • Reach prospective clients via cold-calling, emails, newsletters, etc
  • Maintain accurate and complete records of client accounts, payments, sales activity, etc

Account Representative Requirements:

  • Bachelor’s degree in business, business administration, sales, or a relevant field
  • Working experience as an Account Representative or a similar position
  • Customer service experience is an advantage
  • Proficiency with MS Office and familiarity with Salesforce
  • Outstanding communication and customer service abilities
  • The ability to negotiate well and close deals
  • Excellent sales and marketing skills
  • Extraordinary problem-solving abilities
  • Organization and time management

Accounting Specialist Interview Questrions

Sample Interview Questions for an Account Representative

Once you gather up all the received applications, you can use these sample interview questions for Account Representative.

  1. Can you tell us more about yourself?
  2. Where did you attend college?
  3. What are your three biggest weaknesses?
Human Resources
  1. What customer service experience do you have?
  2. Why do you want to work for us as an Account Representative?
  3. Do you have any career goals in the next few years?
  1. How do you handle challenging clients in general?
  2. How would you describe your negotiation skills?
  3. Could you tell us about your biggest sales achievement so far?
Technical Skills and Knowledge
  1. Do you have any experience working with sales or finance software?
  2. What would you do if you noticed a problem with a client’s account that you don’t know how to resolve?
  3. What steps do you take when you present the company’s products to new clients?

What are the Educational Requirements for an Account Representative?

A high school diploma or a GED certificate is the minimum educational requirement for entry-level Account Representatives.

However, the majority of companies and employers require their Account Representatives to have at least a Bachelor’s degree in sales, business, or business administration.

Account Representatives should have previous working experience in sales or customer service because those positions build a solid foundation for handling clients.

Furthermore, candidates who pursue a career in a specific field, such as finance or healthcare, may need additional training or certification.

How Much to Pay an Account Representative when Hiring

Account Representatives earn between $19,500 and $61,500 annually.

Their median annual salary is around $42,282.

Hourly wages go from $10 to $30.

The median hourly wage is $20.

Percentile 10% 25% 50%
75% 90%
Hourly Wage $10 $15 $20 $24 $30
Annual Wage $19,500 $31,500 $42,282 $49,500 $61,500

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Frequently Asked Questions about Account Representative


What do Account Representatives do?

Account Representatives are responsible for building and maintaining strong relationships with clients.

They present, promote, and sell the company’s products and services and negotiate contract terms and conditions.

Account Representatives advise clients on suitable products and services and resolve complaints and issues.

Where do Account Representatives work?

Account Representatives typically work in sales or customer service departments in various types of companies, offices, and organizations.

What qualities make a successful Account Representative?

Account Representatives should have exceptional communication, customer service, negotiation, sales, organization, and problem-solving skills.

What are the educational requirements for Account Representatives?

Entry-level Account Representatives need a high school diploma or a GED.

More experienced Account Representatives are required to have a Bachelor’s degree in sales, business, or business administration.

Similar Job Descriptions as Account Representative

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