Job Role Description

Sales > Account Specialist

Salary National Average

Low Medium High
1.0000 1.0000 1.0000

Supply and Demand

Candidate Supply: 0 Job Openings: 0

0 50 100

More Difficult Less Difficult

Salary Variance

Enter City, State to view local salaries and candidate demand.

Short Description:

An Account Specialist is responsible for managing customer or client accounts by providing support, resolving inquiries, and ensuring accurate processing of account-related transactions. They review account activity, update records, and address issues related to billing, orders, payments, or service requests. The role involves coordinating with internal teams to resolve discrepancies, maintain account accuracy, and support a positive client experience. Account Specialists help strengthen customer relationships, contribute to efficient workflow operations, and ensure accounts are managed in compliance with company policies. Strong communication, attention to detail, and problem-solving skills are essential for success in this role.

Duties / Responsibilities:

  • Manage assigned customer or client accounts, ensuring accurate and timely processing of orders, invoices, and payments.
  • Maintain detailed records of account activities, transactions, and communications in company systems.
  • Respond promptly to customer inquiries, resolving billing, payment, or account-related issues.
  • Monitor account balances, aging reports, and overdue payments, coordinating with internal teams as needed.
  • Assist in account reconciliations, audits, and preparation of financial reports for management review.
  • Collaborate with sales, customer service, and finance teams to ensure seamless account management.
  • Identify opportunities to improve account processes, increase efficiency, and enhance customer satisfaction.
  • Support the onboarding of new clients or accounts, including setup and initial documentation.
  • Ensure compliance with company policies, financial regulations, and contractual agreements.
  • Provide training or guidance to junior team members on account management procedures.

Skills / Requirements / Qualifications

  • Education: High school diploma required; Associate’s or Bachelor’s degree in Accounting, Finance, Business, or related field preferred.
  • Experience: 1–3 years of experience in account management, finance, or customer service roles.
  • Technical Knowledge: Proficiency with accounting software, CRM systems, and Microsoft Office Suite.
  • Attention to Detail: Accuracy in processing transactions, reconciling accounts, and maintaining records.
  • Communication: Strong verbal and written communication skills for interacting with clients and internal teams.
  • Problem-Solving: Ability to identify account discrepancies, resolve issues, and implement solutions efficiently.
  • Organizational Skills: Ability to manage multiple accounts and tasks simultaneously with minimal supervision.
  • Customer Focus: Commitment to providing excellent service and maintaining positive client relationships.

Job Zones

  • Title: Job Zone Three: Medium Preparation Needed.
  • Education: Most occupations in this zone require vocational school training, on-the-job experience, or an associate's degree.
  • Related Experience: Previous work-related skill, knowledge, or experience is required for these occupations. 
  • Job Training: Employees in these occupations usually need one or two years of on-the-job experience and informal training with experienced workers. A recognized apprenticeship program may be associated with these occupations.
  • Job Zone Examples: These occupations usually involve communication and organizational skills to coordinate, supervise, manage, or train others to accomplish goals. 
  • Specific Vocational Preparation in years: 1-2 years preparation (6.0 to < 7.0)

Share Role Details

Return to job listings