Corporate Client Manager

Based on postings that we analyzed, corporate account managers tend to have several core responsibilities:

Manage Client Portfolios

One of the foremost duties of the corporate account manager is to oversee client portfolios and maintain their financial success and budgets. In this aspect of the role, corporate account managers work with clients to understand their financial goals, needs, and pain points, and manage their portfolios to drive growth and ensure stability. They may identify opportunities to increase profitability, benefitting both the account manager’s organization and the corporate client.

Attract New Clients

Corporate account managers play an important role in new business development. They use a variety of sales techniques and strategies, often working with sales teams to attract and retain new clients. A corporate account manager may use prospecting and cold calls to approach potential clients and take direct meetings with corporate representatives to explain how the account manager’s company can help them achieve their revenue goals.

Guide Strategic Development

Many corporate account managers provide advice and guidance to clients regarding business development opportunities and areas for strategic growth. They may recommend new markets, for example, that the client can enter to gain market share. In this aspect of the role, the corporate account manager may prepare reports and projections to guide client decision-making.

Maintain Client Relationships

Corporate account managers build and maintain positive relationships with high-value clients by responding to client needs and resolving issues. Most corporate account managers use a client relationship management (CRM) tool to monitor client relationships and manage data related to these clients. They may also meet with clients periodically to assess their account performance and identify opportunities to enhance revenue and market share.

Build Professional Networks

Networking plays a major role in the corporate account manager’s position. The corporate account manager attends industry events to meet potential new clients, leverages relationships to build client value, and maintains a network of professionals and corporate decision-makers. Successful corporate account managers may also provide guidance and mentorship to other account managers to ensure their companies’ success.