Account manager

Looks after existing customers commercially: renewals, upsells and the relationship.

359 skill packs · 131 MCP servers · 6 plugins

Under Account executive. Also under it: Sales development representative, Sales engineer

Role

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Industry

All industries SaaS and B2B software Consumer apps E-commerce and retail Fintech and payments Healthcare Marketplaces and platforms Games and live ops Banking and insurance Media and publishing Education Government and public sector Manufacturing and industrial Logistics and transportation Real estate and construction Travel and hospitality Telecommunications Energy and utilities Automotive Biotech and pharma Agencies and consulting Nonprofit Legal services AI and developer tools Crypto and web3

Workflows for this work

The job in 4 areas. Each part is a workflow: open it for its steps and the tools that do each one. Built from occupational data and the field's own body of knowledge; sources at the end.

Account manager93 skill packs · 27 MCP servers · 2 pluginsEach part is a workflow. The number beside it is how many tools help with it

1Know your accounts

Plan each account and understand what clients need.

2Look after the relationship

Keep in regular contact and solve problems quickly.

3Renew and grow

Keep the business and add to it.

4Keep records and report

Keep the CRM current and forecast your accounts.

Sources for this tree, 5

Occupational dataSales Managers (11-2022.00)O*NET OnLine, U.S. Department of Labor
Occupational dataSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel (41-3091.00)O*NET OnLine, U.S. Department of Labor
VendorWhat Is Account Management?Salesforce
PractitionerThe Four Phases to Becoming LAER EfficientTSIA (Technology & Services Industry Association)
PractitionerThe Modern Sales Funnel | The BowtieWinning by Design

O*NET occupations consulted: 41-3091.00, 11-2022.00. Read on 2026-10-04.

Everything suggested for this role

Each pick says which of the role's tools or work it matched. Auto-listed means automated checks only.