Download Free Sales Representative | Account Manager Job Description

Download Free Sales Representative | Account Manager Job Description

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Sales Representative | Account Manager

Download the pre-written, detailed and completed Sales Representative | Account Manager job description example for free to ensure that your job description is professionally documented. The Sales Representative uses sales expertise to sell the company’s product online, over the phone or in person to find out what their customers want and suggests products or services that will address their needs.

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Overview

The free download of the Sales Representative | Account Manager job description example outlines the profile of the Sales Representative or Account Manager position. These two positions may be seperate for a larger company, but for a small business it is often a one person operation since the responsibilities and skills overlap. 

Sales Representatives showcase and sell services, products, or ideas using their excellent interpersonal, communication, and negotiating skills. They use arguments to pitch to prospective customers, perform cost-benefit analyses of existing and potential customers, and maintain positive relationships with customers to ensure future sales and overall customer satisfaction.

Or

The Account Manager is responsible for building and maintaining strong, long-lasting relationships with clients on behalf of the Company. This position uses sales expertise and in-depth knowledge of products and services to pitch and successfully close sales. They act as the point of contact for their clients and always strive to provide the client with products that best fit their individual needs.

Depending on the business, the Sales Representative or Account Manager may have to be comfortable with a lot of travel as they can often be on the road meeting with potential buyers and building relationships. This position is counted on to connect with customers, understand their wants and needs, provide customer satisfaction, close deals and bring the company revenue and cash flow.

The ideal incumbent is a fast learner, outgoing and personable. They hold a strong understanding of the sales process to sell the company’s product or service online, over the phone or in person. The ability to generate leads, build strong relationships with customers, and close deals is necessary for this position. 

Sales Representative | Account Manager Responsibilities

Here are a few responsibilities key to the Sales Representative position. For a full list, download the free pre-written Sales Representative | Account Manager job description template. 

  • Performs needs analysis of existing and potential customers to make sure their needs are being met.
  • Accelerates the resolution of customer problems to maximize satisfaction.
  • Reaches out to customer leads through cold calling.
  • Achieves sales targets within schedule.
  • Identifies industry trends.
  • Informs management if there is potential for new products and services based on customer behavior.

Sales Representative | Account Manager Skills

Here are a few required skills key to the Sales Representative position. For a full list, download the free pre-written Sales Representative | Account Manager job description template. 

  • Account management
  • Upselling and closing techniques
  • Proven regular meeting or exceeding sales quotas
  • CRM software such as Salesforce, Zoho CRM or HubSpot
  • MS Office suite
  • A minimum of 35 words per minute typing speed or the ability to use voice to text software to support increasing digital communication and content generation

Alternative Sales Representative | Account Manager Job Titles

The Sales Representative is also known as a Sales Rep, Sales Associate, Account Representative, Sales Assistant, Sales Consultant, Sales Support Specialist, Advertising Agent, or Consumer Sales Representative.

Or

The Account Manager is also known as Account Representative, Account Associate, Account Coordinator, Account Executive, Account Consultant, Account Growth Manager, or Account Specialist.

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Templates
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Sales Representative | Account Manager Job Description Components

This Sales Representative job description includes the following components: 

Position Details

Provides fields to be completed including reporting structure, job classification, benefits eligibility, overtime exemption status, direct reports, eligibility for bonus, work location, internal and external relationships, supervision required, decision-making authority, travel required.  

Position Requirements

Provides fields to be completed including position overview, responsibilities and accountabilities, job-related technical skills, experience, education, training, position success traits, as well as additional comments for position. 

Position Overview

A short, clear and accurate summary of the job position objective that includes the general responsibilities, goals, relationships with customers, staff, executives and results expected of incumbent employees. 

Responsibilities

A comprehensive list of categorized key responsibilities, each indicating the percentage of time a high-level responsibility will take, along with the key tasks associated with each responsibility. 

Job-Related Technical Skills

A concise list of job-related technical/hard skills that include the specific knowledge and abilities required for success in the job. The necessity for proficiency, experience or familiarity of each task is specified. 

Experience/Education/Training

Provides a clear and specific list of experience, degrees, diplomas, certificiations, training, or disgnation required and preferred for the position. 

Positions Success Traits

Provides a concise list of personality traits, competencies, or soft skills that lead to success in the position and career development. 

Other Factors

Provides a field to insert additional information that is necessary and specific for the job description. 

How is the Sales Representative | Account Manager job description used?

Once completed, the Sales Representative job description is used in the following ways: 

  • to create a document that outlines responsibilities
  • Job Evaluation
  • Job posting
  • Interview questions
  • included in the job offer contract
  • Management of the probationary period
  • Performance Reviews
  • Performance Improvement Plans
  • Benchmarking for Salary Surveys


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 Sales Representative | Account Manager Job Description 

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What other Job Description Sample Templates are included in this Kit?

The following pre-written job description templates are included in the Job Descriptions Samples Kit and represent standard or common job descriptions used in most companies. 

Template  

Finance & Accounting 

Accountant job description

The Accountant is responsible for providing the company’s financial information to management by researching and analyzing accounting data and preparing reports, while being careful to comply with financial policies and regulations.

Accounting Clerk job description

The Accounting Clerk is responsible for ensuring accuracy of financial records through clerical and administrative duties. General tasks include assisting with reporting, bookkeeping, research and resolving discrepancies.

Controller job description The Controller oversees the Accounting Department’s day-to-day operations, maximizing returns on financial assets by establishing policies and procedures that are designed to mitigate risk, enhance accuracy of reported financial results, and ensure compliance with accounting principles.

Administration

Office Manager job description

The Office Manager organizes and coordinates office administration and procedures to ensure that day-to-day operations run smoothly, maintaining office systems and managing staff to ensure safety, efficiency, and organizational effectiveness throughout the office.

Administrative Assistant job description

The Administrative Assistant is responsible for general office administration to ensure efficient and smooth day-to-day operation of the office by providing administrative support to various office staff.

Receptionist job description

The Receptionist is responsible for providing administrative support to various stakeholders. Being the first point of contact for any person contacting the company, it establishes first impressions and is the hub and glue of the business since they touch so many departments and have regular contact with all staff members.

IT

Internal Help Desk Technician job description

The Internal Help Desk Technician is a customer service position that resolves in-office issues related to hardware, software and other computer systems. This tech-savvy employee performs remote and in-office troubleshooting as well as regular maintenance to diagnose, resolve and maintain any IT related issues for employees.

IT Manager job description

The IT Manager advises the company on IT solutions that will promote the highest level of growth and efficiency. This position serves as a translator between technical teams and senior management, managing staff, and researching and implementing technological strategic solutions.

HR

HR Coordinator job description The HR Coordinator acts as a bridge between employees and the HR Generalist, being responsible for facilitating daily HR functions by assisting HR managers with administration support, payroll processes, employee records and recruitment.
HR Manager job description

The HR Manager is responsible for recommending, creating, and administering Human Resources best practices, services, and programs that align with the company’s values, strategic and annual business plan priorities, mission, and departmental mandates.

Recruiting Manager job description

The Recruiting Manager works closely with hiring managers to manage sourcing, interviewing and the overall hiring process to ensure that qualified employees, contractors and consultants are hired to meet the company’s current and future workforce requirements. 

Health & Safety Manager job description The Health & Safety Manager has functional responsibility for health and safety across the entire organization and works with all staff to ensure that strong health and safety focus, training and reporting are in place.
Sales
 Sales Representative | Account Manager  job description

The Sales Representative uses sales expertise to sell the company’s product online, over the phone or in person to find out what their customers want and suggests products or services that will address their needs. 

Or

The Account Manager acts as the point of contact for their clients, being responsible for building and maintaining strong, long-lasting relationships with clients on behalf of the company and providing them with products that best fit their individual needs.

Sales Manager | Director | VP job description

The Sales Manager focuses on maximizing sales team potential and developing new sales strategies to keep the company competitive and innovative, leading sales efforts by managing recruitment, objectives, coaching and performance monitoring of Sales Representatives.

Or 

The Regional/District Sales Manager leads the sales team in a geographic region, responsible for developing and implementing a strategic sales strategy that generates growth and profitability for the business. 

Customer Service
Customer Service Representative (CSR) job description

The Customer Service Representative acts as a liaison between the business and its customers, providing customers with information to address inquiries regarding company products and services, while also resolving customer complaints, errors, and cancelations.

Technical Customer Support Specialist job description The Technical Customer Support Specialist provides technical support to the company’s customers who need assistance with technical, hardware, and software system issues, providing excellent customer experience to clients with immediate and precise support on all technical issues.
Customer Service Manager job description

The Customer Service Manager is accountable for providing department-level management and leadership to the Customer Services team. The position works closely with other departments, training institutions, industry groups, and employers to ensure the company fulfils its customer service mandate.

Marketing
Graphic Designer job description

The Graphic Designer crafts and edits visual pieces to convey information and communicate the company’s ideas in a more attractive way, acting as a visual storyteller who, with an understanding of branding and marketing, is responsible for engaging, informing, and inspiring the company’s audience.

Marketing Coordinator job description

The Marketing Coordinator drafts reports, tracks results, coordinates content, builds relationships with sales teams, and supports all marketing strategies. Acting as the marketing manager’s right hand, a marketing coordinator helps implement marketing, advertising and branding plans. 

Product Manager job description

The Product Manager is the product expert, in charge of creating the road map that guides the product from ideation through development to launch, bridging the gap among all departments involved in production, including R&D, engineering, manufacturing, marketing and customer support.

Marketing Manager | Director job description

The Marketing Manager is responsible for the marketing department, managing an internal team of writers, designers, and product managers to identify what consumers want, and deliver solutions to help the company promote their products. This job description also includes a menu of components that applicable to the following positions:

  • Marketing Director
  • Digital Marketing Manager
  • Communications Manager  
Executive
CEO - Chief Executive Officer job description

The CEO has overall responsibility for creating, planning, executing, and integrating the strategic direction of an organization. The CEO is in charge of major corporate decisions, managing the company’s resources, operations, and management team, providing strategic direction as well as creating a vision for success.

COO - Chief Operating Officer job description The COO is responsible for the efficiency of the business, overseeing the company’s ongoing operations and procedures, designing and implementing diverse business operations and establishing policies that promote the company’s vision.
CFO - Chief Financial Officer job description

The CFO is responsible for analyzing, strategizing, and growing the company’s financial position, providing critical financial strategies and performance management to guide the financial systems that empower the company.

CIO -  Chief Information Officer job description The CIO's goal is to create maximum business value through technology, lead planning of business growth objectives, and ensure tech systems and procedures lead to outcomes that align with the company’s business goals.  
CTO - Chief Technology Officer job description

The CTO is responsible for all technology systems, processes, software design and development, acting as the technology and business expert alongside the CEO, providing leadership through their knowledge of technology, establishing the company’s technical vision, strategies, and plans for growth. 

CMO - Chief Marketing Officer job description

The CMO oversees the planning, development, and execution of a company’s marketing initiatives, leading the marketing team with enthusiasm and guidance, overseeing all marketing operations and developing the company’s marketing strategy and vision.

CHRO - Chief Human Resources Officer job description

The CHRO provides organizational leadership and implements human resource strategies that support the overall business plan, strategic direction and goals of the business, building a strong credibility of the company's HR functions through leadership skills, professional qualifications, and integrity.


 

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