Account Management

Managing accounts is more than remembering birthdays and sending invoices—it’s a strategic function that links clients, sales, and service into one coherent relationship. This course covers everything from customer management to performance evaluation, guiding you through planning, technology, and even a touch of marketing (without asking you to reinvent the wheel).

You’ll explore negotiation methods, CRM tools, account strategy, and what makes a customer stay loyal (besides the occasional freebie). Whether you handle key clients or small accounts, this course offers a structured way to handle communication, track performance, and keep accounts ticking over smoothly.

Learning Outcomes:

• Build and maintain professional relationships with account stakeholders.
• Apply CRM tools to support communication and engagement.
• Use planning techniques to optimise account performance.
• Understand basic sales principles and negotiation methods.
• Integrate marketing into account strategy where relevant.
• Monitor and evaluate account management performance effectively.

Who is this Course For:

• Sales professionals dealing with repeat client relationships.
• New account managers wanting structured learning.
• Marketing staff transitioning into account-facing roles.
• Freelancers juggling multiple client expectations.
• Customer success teams supporting key accounts.
• Business developers aiming to retain existing clients.
• Admin staff supporting account executives.
• Entrepreneurs managing customer lifecycles directly.

Career Path:

• Account Manager – £35,000/year
• Customer Success Manager – £34,000/year
• Key Account Executive – £38,000/year
• CRM Analyst – £31,000/year
• Sales Support Coordinator – £28,500/year
• Client Relationship Specialist – £32,000/year