Account Representative job description.
An Account Representative builds and maintains relationships with assigned customer accounts, handling inquiries, processing orders, and identifying opportunities to grow account value. They act as a liaison between customers and internal departments, follow up on leads, and support the broader sales team. The role suits candidates with strong communication skills and an interest in developing a career in sales or account management.
The Account Representative job description · $29
The full editable .docx — role summary, 9 worked responsibilities, qualifications, and skills, formatted for your letterhead. Delivered to your inbox within 24 hours — usually instantly.
Role: Account Representative Reports to: Sales Manager or Account Manager
An Account Representative builds and maintains relationships with assigned customer accounts, handling inquiries, processing orders, and identifying opportunities to grow account value. They act as a liaison between customers and internal departments, follow up on leads, and support the broader sales team. The role suits candidates with strong communication skills and an interest in developing a career in sales or account management.
- Serve as the primary contact for assigned customer accounts
- Respond to customer inquiries about products, pricing, and orders
- Process orders, quotes, and account updates in a timely manner
What's inside the document.
One-paragraph plain-English explanation of the role's outcome and scope.
9 responsibilities phrased the way the work is actually done.
5 qualifications a candidate must have to perform on day 30.
3 qualifications that would make a candidate excellent in year two.
6 skill chips you can copy directly into your ATS.
Sales Manager or Account Manager
A complete document set.
- Word document (.docx) — fully editable
- PDF — signature-ready
- Google Docs — one-click copy to your Drive
- 12 months of updates to this document
- Commercial-use licence for internal and client work
The work, not the title.
- Serve as the primary contact for assigned customer accounts
- Respond to customer inquiries about products, pricing, and orders
- Process orders, quotes, and account updates in a timely manner
- Identify upsell and cross-sell opportunities within existing accounts
- Follow up on leads and support the sales team with account outreach
- Resolve routine customer complaints and escalate complex issues as needed
- Maintain accurate account records in the CRM system
- Prepare regular reports on account activity and account status
- Collaborate with marketing and sales teams on account growth strategies
Required — and what would make a candidate excellent.
- High school diploma required; Associate or Bachelor's degree preferred
- Prior experience in customer service or sales support
- Strong verbal and written communication skills
- Comfort with CRM software and basic reporting tools
- Ability to manage multiple accounts and priorities simultaneously
- Experience in a B2B or B2C sales environment
- Familiarity with the employer's industry or product line
- Bilingual communication skills
Eight steps from download to publish.
- 01Open the Account Representative job description in Word or your one-click Google Docs copy.
- 02Replace placeholders for company name, reporting line, and location with your specifics.
- 03Tighten the summary to one paragraph that names the team's outcome, not just the role.
- 04Edit the responsibilities to match the actual scope of the seat — aim for 6 to 8 items, not 12.
- 05Separate required qualifications from preferred. Required is what a candidate must have to do the work on day 30; preferred is what would make them excellent in year two.
- 06Add salary range guidance using BLS, Payscale, or your own band data — do not copy generic figures.
- 07Have the hiring manager and one peer read it. Cut anything that wouldn't survive a candidate question.
- 08Publish to your ATS, intranet, and external careers page.
The right document at the right moment.
Use this Account Representative job description any time you are opening or reopening a seat at this level. The entry band sets the calibration — copy the document, tighten it to your specific scope, and circulate to the hiring panel before the first interview.
The reporting line (Sales Manager or Account Manager) and skills list are starting points. Override either if your org structure or stack differs from the norm — the template is a draft, not a contract.
Honest answers before you download.
- Is prior sales experience required for an Account Representative?
- Not always; many employers hire entry-level candidates with strong customer service skills and provide on-the-job sales training.
- What is the typical career path from this role?
- Account Representatives commonly advance to Account Executive, Account Manager, or other senior sales and client-facing roles.
Other documents in this neighbourhood.
Account Executive
An account executive manages client relationships and drives revenue growth by identifying prospects, closing sales, and maintaining ongoing accounts.
Account Manager
An Account Manager owns the ongoing relationship with an assigned book of clients, ensuring satisfaction, retention, and account growth.
Sales Manager
A Sales Manager leads a team of sales representatives to meet revenue targets and grow market share.
This Account Representative job description is a professionally drafted starting point for your hiring process and is not legal advice. Hiring practice varies by jurisdiction (e.g. pay-transparency laws differ across US states and AU jurisdictions). Adapt this document for your specific location and have employment counsel review any clauses you add before publishing. Salary varies by region, employer type, and experience. Reference BLS or current industry surveys for ranges. Full disclaimer.