Post Type: Help

Account Specialist

The definition and meaning of an Account Specialist: Account Specialist is a specific type of sales role. Account Specialist is a sales role that communicates with customers through calls, emails, and other forms of correspondence to strengthen business relations, arranging appointment schedules, providing price quotes, and resolving issues, with a white glove level of service.

An account specialist (AS) salesperson is a professional who specializes in managing and growing relationships with specific accounts or customers. They work closely with customers to understand their specific needs and challenges, and then develop and implement customized solutions that help them achieve their goals.

The role of an AS salesperson begins with identifying and prioritizing key accounts that have the most potential for growth. They will then work closely with the account team to understand the customer's specific needs and challenges, and develop a strategy that addresses those needs and helps the customer achieve their goals. This may involve identifying new business opportunities, developing new sales channels, or implementing new technologies.

One of the main responsibilities of an AS is to lead the account team in the implementation of the strategy. This includes providing guidance and support to the account team, helping them to identify and pursue new business opportunities, build and maintain relationships with existing customers, and close deals. They will also be responsible for tracking and reporting on key metrics and ensuring that the account team is meeting or exceeding their sales targets.

In addition to leading the account team, ASs will also be responsible for maintaining and growing relationships with key accounts. This includes providing ongoing support, identifying new business opportunities and upselling or cross-selling products or services. They may also be responsible for developing and implementing account management strategies that will help to increase customer loyalty and retention.

Overall, an AS salesperson plays a critical role in managing and growing relationships with specific accounts or customers. They are experts in understanding the specific needs and challenges of the customer and developing tailored solutions to help them achieve their goals. Through their efforts, ASs help businesses retain customers, increase revenue and achieve long-term success.

View more sales roles and sales job descriptions in the glossary.