Account Manager / Relationship Manager Resume Sample

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Vickie Hane
58725 Garry Point,  Philadelphia, PA
+1 (555) 838 1261

Work Experience

Account Relationship Manager
05/2015 - PRESENT
Dallas, TX
  • Evaluates business partners’ needs and works with Director to develop an effective strategic approach
  • Transforms the partners’ strategic plans into realistic projects and oversees the completion
  • Salesforce or equivalent CRM solution
  • Participate in training for new account implementation for specified agents through in the field training (at agent’s office or in dealership)
  • Oversee implementation for CIS and Decision Analytics products; marshals resources to ensure client satisfaction and ROI
  • Client liaison to sales support specialist (billing, inquiry, operational support)
  • Generate new business within existing relationships by up-selling and cross-selling other product categories
  • Leads Business Unit & Project meetings, activities, tasks, and manages technical team members to ensure objectives are achieved within prescribed timeframe and budget. Assesses risks and develops resolutions to meet productivity, quality, and customer-satisfaction levels
Relationship / Account Manager
01/2011 - 03/2015
Philadelphia, PA
  • Works with Business Unit customers, vendors and internal team members to determine customer network requirements, and oversee timely delivery of proposed solutions
  • Coordinates regular communications with assigned accounts’ decision makers, including the presentation of Business Reviews
  • Develops and maintains an ongoing relationship with assigned accounts’ ABC Account Manager and maintains knowledge of all ABC activity occurring at assigned clients
  • Participates in PHS’ annual budgeting process for assigned clients and manages and participates in the contract renewal process
  • Ensure project milestones (after contract award) are accomplished including but not limited to
  • FINRA Series 6 and 63 and Life and Health licenses required
  • Valid Driver’s License
Manager, Relationship & Account Management
04/2006 - 10/2010
Philadelphia, PA
  • Manages the overall relationship with the Business Unit, engaging at executive and manager levels, providing appropriate communications with customers, project teams, & stakeholders
  • Works in tandem with Business Unit, and internal resources to provide services and solutions in support of business objectives
  • Leads the development, implementation and execution of multiple project plans; ensures scope, schedule, and budget are established and met; defines project deliverables, milestones, and required tasks
  • Leads customer and project meetings, tracking activities, tasks, and managing technical team members to ensure customer objectives are achieved within prescribed timeframe
  • Maintains oversight of internal and external vendors to ensure service delivery and appropriate escalation for active orders
  • Negotiates with customers, staff and vendors as required to agree & meet customer goals
  • Network & security infrastructure technical knowledge


Cornerstone University
2000 - 2005
Bachelor's Degree in Business

Professional Skills

  • Outstanding communication skills and demonstrated customer follow up
  • Excellent presentation skills; leading and developing presentations
  • Excellent written/verbal communication skills and the ability to communicate with technical and non-technical personnel
  • Excellent customer relationship development skills
  • Business development skills and the proven ability to win work
  • Possess excellent business management skills with outstanding leadership
  • Prior experience supporting leaders

How to write Account Manager / Relationship Manager Resume

Account Manager / Relationship Manager role is responsible for planning, analytical, telecommunications, retail, finance, training, database, marketing, security, reporting.
To write great resume for account manager / relationship manager job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Account Manager / Relationship Manager Resume

The section contact information is important in your account manager / relationship manager resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Account Manager / Relationship Manager Resume

The section work experience is an essential part of your account manager / relationship manager resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous account manager / relationship manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular account manager / relationship manager position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Account Manager / Relationship Manager resume experience can include:

  • Strong business and professional acumen with an ability to work effectively across all levels of an organization
  • Exhibit exceptionally strong communication, presentation, analytical and organizational skills
  • Proven experience in operational business process improvement
  • Intermediate to Advanced Microsoft Office skills, especially with Excel and PowerPoint
  • Manage staff, and direct resources effectively in a positive manner
  • North American focus but also global insights to manage effectively

Education on an Account Manager / Relationship Manager Resume

Make sure to make education a priority on your account manager / relationship manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your account manager / relationship manager experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Account Manager / Relationship Manager Resume

When listing skills on your account manager / relationship manager resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical account manager / relationship manager skills:

  • Detail-oriented, with excellent administrative skills and strong follow-through
  • Track record of effective negotiation and influencing skills to board level
  • Good organisation skills with clear proactive approach to planning in order to achieve results
  • Demonstrated experience with account planning in highly competitive industries with complex customer structures
  • Proven track record of establishing strong customer relationships in highly technical, solution-oriented environments
  • Relationship Management skills required in order to create, maintain and enhance customer relationships

List of Typical Experience For an Account Manager / Relationship Manager Resume


Experience For Account Relationship Manager Resume

  • Working knowledge of all organization products and operations. Demonstrated sales and marketing skills and abilities
  • Prior experience with design on Micro-station or Inroads or other roadway related software
  • Delivering appropriate, commercial solutions to enhance the overall service experience
  • Two to three years of experience in the financial services industry
  • Demonstrated ability to manage roadway/highway projects profitably
  • Min 2 to 3 years of sales experience

Experience For Relationship / Account Manager Resume

  • One to two years of sales experience in the financial services industry
  • Influencing the delivery of the service levels within the agreed Service Level Agreement (SLA) and working with the operational teams to meet agreed SLAs
  • Completing various other activities necessary for annual meeting preparation
  • Providing the ARE with intelligence about other service providers serving the account
  • Being the first point of contact to the existing clients and Employer Benefit Consultants (driven by revenue generated and commercial potential)

Experience For Account Relationship Manager, Associate Resume

  • Building and maintaining relationships with key stakeholders
  • Tracking of the wins and losses
  • Building a direct relationship with the PE firm as a facilitator resource
  • Creating advanced presentations without the aid of a template
  • Sharing best practices and updates across ARE’s for the teams to consider
  • Lead/support initiatives across multiple SBU’s delivering responsive delivery solutions and consistency in service
  • PMP / CSM Certifications are beneficial
  • CCNA or higher Cisco Certifications are beneficial
  • Proactive capability of providing creativity to the role – driving opportunities to add value as a claim service to support the business in new and renewal business

Experience For Manager, Relationship & Account Management Resume

  • Possess the following competencies: job knowledge, accountability for results, dependability, customer focus, execution, flexibility, relationship management, problem solving, performance management, talent development, staff management, business management, direction setting, change management, and initiative
  • Hire and train Account Specialists, Project Leads, and Customer Account Representatives to deliver responsive service
  • Define goals and objectives for Customer Service team. Manage annual performance evaluation process for assigned team members
  • Manage order fulfillment process. Monitor metrics for on-time and full delivery
  • Identify and monitor service metrics/KPI’s
  • Develop sustainable practices to maximize profitability

Experience For Relationship Account Manager Resume

  • Identify areas of improvement in service to both internal and external customers
  • Develop/Coach/Support Customer Service Team members for advancement into expanded roles within the company
  • Challenge the status quo and lead change
  • Provide data analysis and recommendations to all levels within the organization
  • Work closely with Commercial organization to ensure consistency of support to all customers

Experience For Relationship Manager, EAB Account Management Resume

  • Identify and recommend best practices to provide customer satisfaction and company profitability
  • Owns and is accountable for the overall Beeline relationship with assigned clients , roughly 25 clients
  • Responsible for the operational vision and execution of all client relationship requirements
  • Key leader of designated client relationships
  • Responsible for client communications, conflict resolution, and compliance on client deliverables and revenue
  • Ensures that client issues are dealt with in an efficient manner, champions the facilitation of action item/ticket from inception to closure

Experience For Senior Account Manager, Relationship Mgmt Resume

  • Aware and in pursuit of opportunities for account growth and new business, involving the VP Service Delivery, Implementation Manager, Sales and other support as needed
  • Communicates the client's goals and represent the client's interests to the team
  • Ensures overall and general wellness of all designated client accounts
  • Mediates and responds to Program disputes with regards to all program stakeholders
  • Contributor to Beeline sales support
  • Serves as an expert on their client’s program and how they utilize the Beeline technology to support their strategic program vision
  • Coordinates the involvement of company personnel, including Client Services, Implementation, Strategic Consulting, Product Management, and Executive Management resources, in order to meet account performance objectives and customers’ expectations
  • Achieves defined revenue targets in designated accounts
  • Maintains high customer satisfaction ratings that meet company goal

Experience For Partner Relationship Account Manager Resume

  • 30% Travel
  • Participates in Continual Process Redesign efforts within the organization focused on process and methodology improvements that mature the organization
  • Work closely with the entire leadership team to gain buy-in and drive changes throughout the organization
  • Develop and deliver frequent communication to stakeholders and company-wide to garner support and drive adoption
  • Participate in change management methodology to ensure adoption of new processes
  • Work closely with Management to roll out new company initiatives in an appropriate manner that supports our principles
  • Ensure operational success, which includes, but is not limited to: management of purchase orders, issue resolution, day to day customer inquiries, service execution, etc
  • In conjunction with the Key Customer Team (KCT), plan and execute material growth plans through application proliferation and new application development and adoption

Experience For National Account Relationship Manager Resume

  • Lead the measurement of Customer Improvement and Advocacy with the KCT; serve as an integral contributor to the planning and execution of growing customer-recognized impact
  • Strong technical knowledge coupled with a consultative sales approach
  • Support the Key Customer Leader in ensuring leads are aggressively followed up on and moved through the buying journey
  • Organize and lead efforts for opportunity management, marketing services and events to increase brand awareness in the market and local business development
  • Develop multi-year Customer Leadership Plans to drive customer-valued business solutions and revenue growth
  • Adhere to and enhance the company's established selling process (including the strict use of company's CRM of to ensure a foundation for future scalability
  • Knowledge of hardware and materials for consultative application discussions

Experience For Project & Account Relationship Manager Resume

  • Travel requirement: Up to 50% of the time (primarily U.S.)
  • Manage the account penetration strategy and relationships across Private Equity client companies to build a business pipeline in the market
  • Oversee business development pipelines
  • Collaborate with local business partners to define and communicate marketing opportunities and help ensure alignment with relevant marketing events and programs
  • Creating and working with advanced spreadsheets using PivotTables, V-Lookups, and IF statements

List of Typical Skills For an Account Manager / Relationship Manager Resume


Skills For Account Relationship Manager Resume

  • Strong business acumen, organizational skills, a self-starter and independent thinker with the aptitude to work autonomously
  • Professional experience in at least one of the following areas: sales, marketing, customer service, or automotive
  • Previous experience working with teams to develop account pursuit strategies and helping them to ensure delivery of those strategies
  • IT experience, including 5+ years of managing IT technical projects
  • Experience with distribution and client facing technology platforms

Skills For Relationship / Account Manager Resume

  • Experience with group benefits required; including product, project and administration
  • Proven understanding of business drivers
  • 20%- Answer incoming calls assist with customer issues and/or inquiries related to our products and services. Explains and demonstrates products and features
  • Experience writing proposals, scopes of work, and budgets for projected work
  • Experience in marketing or equivalent position
  • Demonstrated success working within a VAR/Channel sales network

Skills For Account Relationship Manager, Associate Resume

  • Previous experience working with a sales or business development team
  • Experience working for Big Four or other national firms
  • Five (5) years related experience and/or training
  • Equivalent combination of education and experience preferably in a manufacturing environment
  • Creates team dynamics and strong morale that fosters open communication and dialogue resulting in high performance teams
  • Listen to the client’s issues and discuss those issues in the clients’ terms, facilitating strong client engagement
  • Experience of working with global telecommunications vendors to deliver MPLS & VPN products
  • Employee Benefits experience
  • Previous account management experience highly desired

Skills For Manager, Relationship & Account Management Resume

  • C ontingent Workforce Management experience
  • Motivated, goal oriented, persistent, and a skilled negotiator
  • Strong knowledge of Beeline products
  • Experience (new grads also welcome)
  • Quickly demonstrate expertise and establish credibility with decision makers
  • Proven success in a high pressure environment
  • Good understanding of relevant claims issues
  • Experience with corporate insurance programs
  • Cross sectional knowledge of the claims department and how it operates

Skills For Relationship Account Manager Resume

  • Good profile and reputation in the Thailand insurance market
  • A proven ability to close
  • Significantly expand current relationships across all levels; proven ability to understand customer businesses and drive recognized customer improvement
  • Explain and demonstrate technical products and their value proposition to customers
  • Manage Beta experience and adoption within defined customers to accelerate new product usage
  • Gathering and Developing Testimonials/References & ROI’s
  • Identifying revenue opportunities for Trade, FX, Cash and Loan products through client engagement
  • Augmenting the segment’s sales process by introducing the CARM role and promote AIG’s claims capabilities and services

Skills For Relationship Manager, EAB Account Management Resume

  • Understanding the clients’ specific claims requirements from the start (i.e. before inception)
  • Provide financial analyst support, including acquiring, reviewing and interpreting financial data
  • Key stakeholder representing the Career distribution for licensing, new business, case management, marketing, and other areas as necessary
  • Develop and maintain long-lasting strategic customer relationships with key stakeholders and executive sponsors ensuring customers remain committed to Babcock
  • Work with support services teams to ensure compliance with procedural requirements of funding agencies, awarding bodies and other key agencies
  • Exposure to sales forecasting, self-management, team working and time management in a complex matrix environment
  • Ensure adherence to FCA regulatory requirements, specifically including handling of client monies and CASS rules
  • Thorough understanding of HGV’s brands and their positioning in the market
  • Responsibilities in relation to identifying opportunities and up-tiering of marginal clients include

Skills For Senior Account Manager, Relationship Mgmt Resume

  • Lead the understanding of material consumption patterns and drivers through consistent measurement, reporting and analysis by customer facility and in totality
  • Ensure internal and external SLA’s are met through consistent measurement, reporting, planning and execution
  • Responsible for the management of Account Manager (s) delivering world class account management
  • Liaise with operational teams to develop and execute implementation and on-going plans for accounts
  • Drive web ordering adoption and other key initiatives (dashboards, CAH brand)
  • Active prospecting & ability to pull-through and close additional business

Skills For Partner Relationship Account Manager Resume

  • Account opening (support other Citi CCB countries inbound referrals)
  • Leads solution development efforts that best address customer needs, while coordinating the involvement of all necessary Beeline teams and personnel
  • Responsible for meeting SLA commitments with designated client accounts
  • Communicate status of Client Management activities and client status following Beeline Client Management Methodologies
  • Creates manages and maintains client account information utilizing defined company tools and process and reports on client status on a monthly basis
  • Supports Sales, Product Management, Strategic Consulting, Client Services, and Implementation teams when appropriate

Skills For National Account Relationship Manager Resume

  • Provide support to Verizon Virtual Team in their pursuit to convert and support new and continuing students
  • Ensure processes are scalable throughout the company including international regions
  • Assist in on-boarding new Oakleaf hires at client sites
  • Help expand the Oakleaf footprint with existing clients
  • Well-versed in the value delivered to customers and the problems customers are trying to solve
  • Support Business Manager or Operations Manager or Senior Account Executive on special projects involving GO’s, Expos etc
  • Integrate social media in ways that support event marketing strategies
  • Assist distribution partners (internal team & field) in achieving the distribution sales objectives for the year

Skills For Project & Account Relationship Manager Resume

  • Own the Onboarding process for all new GA’s and recruits
  • Assist in planning/agendas for all Career Agency events/meetings
  • Regular, dependable attendance and punctuality are essential functions of this job
  • Other essential functions and marginal job functions are subject to modification
  • Possess a high level of productivity, reliability, responsibility and accuracy/thoroughness
  • Team player, ability to meet deadlines, punctual, attention to detail, organized, fluent communicator with ability to build relationships
  • Think outside the norm and offer new solutions to issues

List of Typical Responsibilities For an Account Manager / Relationship Manager Resume


Responsibilities For Account Relationship Manager Resume

  • Demonstrate bigger picture understanding of client's marketing strategy and translates how data insights/tactics associate with longer-term strategy objectives
  • Identifying and following up on growth or cost-saving opportunities
  • Ensuring that the service proposition delivered for each client is managed within the agreed service bundle
  • Transitioning clients who fulfil the core revenue threshold to the SME/MME portfolio
  • Write memos and create standard templates, using natural language simply, clearly, unambiguously, and concisely
  • Build and maintain relationships with clients and Oakleaf personnel on contract with clients
  • Develop and maintain a database of client information
  • Assist in the identification and selection of candidates

Responsibilities For Relationship / Account Manager Resume

  • Prepare and escort prospective Oakleaf candidates for interviews with clients
  • Escalate and resolve areas of concern as raised by clients
  • Support the head of Talent Acquisitions and business development staff as needed
  • Manage all aspects of business development including; follow up on inbound leads, research, participation in brainstorming sessions, preparation and delivery of presentations both in-person and via telephone, contracting and hand-off to operations team,
  • Work collaboratively with Creative, Marketing, Communications, Operations, and other internal stakeholders and outside vendors to improve client marketing strategy and programs for optimal success and effectively manage and grow client accounts
  • Develop contracts and Statement of Works (SOWs) finalizing their details, costs etc. with vendors
  • Maintain an accurate recording of all opportunities in CRM system if applicable
  • Create, communicate & manage to strict timelines for new and existing campaigns. Maintain a high standard of communication with operations teams on changes and client requests. Communicate the status of each project to appropriate internal and external business partners as well as to retailers, clients, stores and the SDRC as necessary
  • Experience in field required

Responsibilities For Account Relationship Manager, Associate Resume

  • Monitor queue managed by Operation if applicable. Manage weekly staffing calls with Operations if applicable
  • Collaborate with the Business Manager in creating necessary reports on events including performance feedback on Team. Manage ROI reports by tracking, reviewing and distributing them
  • Proactive backlog review to find uninstalled applications – or – applications installed but not claimed
  • Coordination with CAMs (Client Account Managers)
  • Builds & directs a more complex relationship platform by identifying senior contacts within targeted clients to achieve profitable sales & growth across LFG's product suite
  • Serves as a subject matter expert to internal/external stakeholders by developing and maintaining an advanced understanding of LFG's products, services and operational structure for his/her assigned area(s) of responsibility
  • Identifies, recommends and implements process improvements that reduce workloads or improve quality for his/her assigned area(s) of responsibility
  • Collaborates with internal stakeholders to achieve sales objectives
  • Key liaison for development, implementation, and management of Career specific programs & incentives

Responsibilities For Manager, Relationship & Account Management Resume

  • Ownership of field & distribution obstacles
  • Administer the ambassador and HO leads programs
  • Position requires the ability to work independently with self-motivation
  • Provides support to the identified Account Relationship Executives. Including consistently providing administrative support allowing the ARE’s to effectively
  • Performs the following in support of the ARE and the success of the overall account
  • Creates and owns communications across the RSM teams related to status of engagements, learnings, challenges and keeping all stakeholders up to date in real time
  • Experience in sales operations and/or account management

Responsibilities For Relationship Account Manager Resume

  • Building the account relationship review book for the annual meeting
  • Creating appropriate social and entertainment options relevant to the private equity firm to help strengthen and maintain the relationships (including meetings, events, golf, dinners, need to contribute to fundraisers important to key players at the firm, etc.)
  • Account plan and communicating that to the team
  • Routinely performs certain activities with little supervision
  • Travel is required (local and overnight when appropriate, approximately 10-15%)
  • Assimilating detailed technical information and applying that in conjunction with knowledge of client requirements and Standard Life Aberdeen's service proposition, to answer all relevant queries and deliver a client-focused solution
  • Representing Standard Life Aberdeen at governance, trustees or ad-hoc meetings for the aligned client to talk confidently and knowledgably about the service proposition
  • Being the point of expertise to answer a wide variety of queries, requests and complaints from your designated clients

Responsibilities For Relationship Manager, EAB Account Management Resume

  • Supporting Head Office visits, ensuring the appropriate service people attend and supporting the CCRM, BDM and Account Manager in delivering an exceptional experience
  • Monitor and react to business retention activity for aligned Employer Benefit consultants existing clients to minimise movement away from Standard Life Aberdeen
  • Good knowledge of applicable policies and procedures
  • Capable of working independently and in teams
  • Position requires a significant amount of travel
  • The Account Relationship Manager assists the Senior Account Relationship Manager in effectively managing the needs and requirements of Cigna’s key relationship partners including the development and implementation of strategic plans and other key documentation and the implementation of campaigns, products and processes
  • To work with relevant stakeholders in developing annual marketing plans for business partners incorporating media, products, costs, activity, timing, agreed sales targets and campaign objectives
  • To provide regular updates to Senior Management and other relevant stakeholders to ensure all key parties are aware of and able to respond appropriately to partner requests and priorities

Responsibilities For Senior Account Manager, Relationship Mgmt Resume

  • To research and analyze partner and competitor activity and maintain this information as well as identifying opportunities for Cigna. This involves the sharing of findings with key internal stakeholders
  • To acquire and maintain a high level of market intelligence through attending industry seminars, monitoring competitor activity, obtaining and reading relevant literature and furthering education. This includes collecting and analyzing Direct Marketing information, maintaining databases and reporting to senior management
  • An excellent team player and manager
  • Appropriately weighs risk versus opportunity to ensure the best outcomes
  • Ambassador for Financial Institutions Group across wider firm
  • Role model and mentor within FIG and in particular for other Directors
  • Ensure that all technical issues adhere to standardized Group policies and procedures
  • Florida Professional Engineer or ability to obtain within 6 months
  • Knowledge and experience with the full life cycle of roadway projects from studies to environmental to PS&E (or final design) packages, and general knowledge of construction

Responsibilities For Partner Relationship Account Manager Resume

  • Extensive knowledge of geometric design, horizontal and vertical alignment, grading, drainage, utilities, or other related design issues
  • PE license in the State of Virginia or the ability to obtain reciprocity
  • Knowledge of dealership operations & products highly helpful, Front-End/Back-End
  • Ideally located near a major metro airport
  • Managing the deal process for non-borrowing products (i.e. vanilla FX, Cash) by working alongside the Product team. This entails negotiating with customer, obtaining customer acceptance, furnishing relevant documents /systems and ensuring deal implementation
  • Presentation skills required for quarterly review presentations, etc
  • Data analysis and financials/profitability analyses
  • Knowledge of the private equity industry

Responsibilities For National Account Relationship Manager Resume

  • Leverage the full potential of BlackRock’s capabilities to address and solve insurance client specific issues
  • Partner with Verizon leadership to plan and execute outreach events
  • Provide client management serices to Verizon leadership and Verizon employees who are students
  • Generate Verizon student inquiries from virtual and in person Outreach Events
  • Develop and manage a network of contacts and referral sources
  • Assess client needs, and provide feedback to the larger Verizon team
  • Collaborate with the Verizon team to ensure strategic alignment and adoption of best practices

Responsibilities For Project & Account Relationship Manager Resume

  • Responsive and attentive to clients’ needs
  • Develop and plan department’s long-range organization needs
  • Develops a culture that motivates and creates job satisfaction that drive profitable results
  • B.A/B.S from an accredited university
  • Four to six years’ experience with demonstrated success in account management, business development, corporate outreach and lead generation; preferably in the education industry
  • Determine, prepare and present the appropriate “Grainger Value Package” to each account and review how Grainger can add value and help with each account’s purchasing needs
  • Coordinate and lead activities, and communication between each account and Grainger’s business departments to achieve appropriate business solutions, respond to customers’ purchasing needs and coordinate sales
  • Proactively interact with each account on a regular and ongoing basis, utilizing a wide array of available communication. channels, to maximize their purchasing with Grainger through all of Grainger’s sales / service channels in an effort to drive and secure sales opportunities and sales

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