Controlled Document:Role/Account Manager: Difference between revisions

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Latest revision as of 12:37, 3 November 2026

Responsibilities

  • Maintain and develop relationships with assigned clients
  • Identify client needs and coordinate suitable solutions with internal teams
  • Prepare offers and support contract negotiations
  • Ensure that agreed products and services are delivered on time and to specification
  • Record client interactions, requirements, and opportunities in the CRM system
  • Handle client feedback and complaints and coordinate corrective actions
  • Monitor client satisfaction and report on account performance
  • Identify opportunities for upselling and cross-selling

Authorities

Decision / ActionScope or limitEscalate to
Grant client discountsUp to 5% of the offer valueSales Manager
Approve client-specific delivery datesWithin standard capacityOperations Manager
Approve goodwill gestures for complaintsUp to 1,000 EURSales Manager
Sign standard offersUp to 25,000 EURSales Manager

Competencies

CompetencyRequired levelEvidence (training, certificate, experience)
Client relationship managementAdvancedExperience in account management; CRM training
Negotiation and sales skillsAdvancedSales training; documented deal history
Product and service knowledgeAdvancedInternal product training
Communication and presentationAdvancedClient references; communication training