account management
Customer relationship handling
Account management is the ongoing work of maintaining relationships with clients or customers after a sale.
In business contexts, it involves ensuring customer satisfaction, identifying opportunities for additional services, and serving as the primary point of contact: She moved from sales into account management.
The term also refers to handling administrative aspects of accounts—passwords, permissions, billing—in software and financial services.
- key accountsHigh-value customer relationships
- invoicingIssuing payment requests
- service deliverySupplying promised assistance
- white glove serviceExceptionally attentive customer care
- rapport buildingCultivating mutual understanding
customer retention · budgeting · client satisfaction · contract · transaction · escalation · upselling · cost analysis · negotiation · onboarding · churn · renewal · touch base · market analysis · handshake · profit margins · CRM · handoff
- bankingbank, banks, ATM, ATMs, accounts
- membership servicesrenewals, cancellations, benefits, enrollment, membership cards
- salessale, sales, selling, salesperson, salesman
- Accounting Softwareaccounting software, QuickBooks, general ledger, payroll software, Sage
- Customer Engagementloyalty programs, customer loyalty, customer retention, retention, brand loyalty
- phone bankingphone banking, telebanking, IVR, voice prompts, voice recognition
account managementcustomer acquisition
Winning new paying clients
prospecting · lead generation · business development · hunting · cold outreach
account managementprocurement
Obtaining goods externally
administrative functions · supply chain management · product development · manufacturing · facilities management