25.7.3
This website uses cookies to ensure you get the best experience on our website. Learn more

Account Management Basics

This 5-hr online course is designed to provide individuals working in retail, sales, and client service with an understanding of account management basics. Learners will understand the importance of an account manager and be familiar with some of the responsibilities associated with account management such as fielding customer enquiries, maintaining accurate records, and selling products or services to customers. The course consists of 5 lessons: Lesson 1: Introduction to Account Management and Record-Keeping Lesson 2: Identifying and Researching Key Accounts Lesson 3: Relationship-building Lesson 4: How to be Proactive with your Customers Lesson 5: Selling

Skills / Knowledge

  • Describe the role of an account manager
  • Discuss the importance of record keeping in account management
  • Identify and research key accounts
  • Build relationships with clients
  • Describe the importance of being proactive with your accounts
  • Discuss the role of up-selling and cross-selling