Account Management is an important role within any organisation. Account Managers are responsible for nurturing customer relationships and increasing sales with their organisation’s key customers. The Account Manager will usually act as a first point of contact for clients; responding to complaints, purchases, project requests and any general queries. Their approach should help maintain client relationships in order to ensure that they continue to use the company for business.

This Account Management training materials are suitable for anyone that works in an account management role or relevant sales function and will assist the participants in improving their working practices, developing customer relationships and in turn increasing business performance and sales success.

Duration                            Learning Credits

1 day-8 hours of                 8 PDU’s


Public Classroom Pricing:    

Early Bird Price: CAD 649.00

Regular Price: CAD 799.00

Instructor-Led Virtual Live Pricing:

Early Bird Price: CAD 549.00

Regular Price: CAD 699.00

Private Group / In-House Learning:

Have a group of 5 or more people? 

Register yourself with a special pricing and

request the training exclusively

Course Outline

Introduction and Objectives   Building an understanding of what you can expect to cover during the training course and providing them with an opportunity to identify key elements of importance to them.

Account Management Vs. Sale Techniques   Establishing the difference between developing an account management relationship against the task of developing sales.

The Organisational Perspective – Understanding the internal scope of influence and where account managers should expect support and resources internally to help them achieve results and support the client. Includes an opportunity to assess current working practices

The Roles and Responsibilities of Account Managers – Account Managers wear many different hats. This section reviews the different role requirements of Account Managers and aligns this to the organisational responsibilities to help align the relationship.

Key competencies and attributes for Account Managers –  Highlighting the specific skill-set of Account Managers and what is required to be a successful Account Manager. This covers both the fulfilment of tasks as well as the way in which that task is fulfilled

Types of Key Account – Identifying the different levels of key account, their importance and how they should be handled. Includes a review of your specific accounts.

Case Study 1 –  A Multi-National Company – Exploring the themes covered so far and introducing new learning points.

Portfolio Analysis – Assessing different accounts and defining key account attractiveness based on specific criteria. This helps identify potential customer growth rate, value and profit potential. Includes a review of existing accounts.

Setting Performance Metrics – Looking at lifetime value metrics for clients and measuring account management achievements. Understanding different performance metrics such as; client retention, revenue growth, relationship growth, profit margin, client satisfaction and how these can be set.

Measuring Performance – Completing a survey to establish how well current business metrics are being met and what gaps there may be. Understanding the challenge to measuring business metrics and the solutions we can put in place to deal with them.

Case Study 2 – A Local Organisation  – Exploring the themes covered so far and introducing new learning points.

Key Account Plans – Using these important tools to help build and maintain successful accounts. These help; identify strategic clients  and accounts, track revenue against target, define strategy and targets, identify risks and implement corrective action where required. This section includes pan templates and a chance to practice understanding.

Summary Activity – Bringing it all together and establishing knowledge retention.

Learning Logs and Action Planning – Setting actions for further development.

This course is highly interactive and contains exercises and activities to help keep you engaged and to ensure learning is embedded.

Who can attend?

Anybody who is interested in learning Account Management Skills.

Learning Goals

At the end of this Account Management training you will be able to:

● Practice Account Management with an organisational perspective

● Demonstrate the key competencies required for successful Account Management

● Conduct a portfolio analysis to identify key accounts

● Measure the performance of your key accounts

● Record and document key events

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