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Account Manager
Free template · 2026

Account Manager Job Description Template

A ready-to-use Account Manager job description for 2026, with the interview scorecard and questions to hire one. Copy it as is or customize it free in about 15 seconds.

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Includes the job description, an interview scorecard and questions for every round.

Mid-level in Latin America
$2,625/mo
Same role in the US
$7,500/mo
You save
Up to 65%

All-in monthly cost, 2026 rates.

Job description template
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Account Manager

Own a defined book of business and drive renewals, expansions, and long-term customer outcomes as an Account Manager. You’ll partner with internal teams to ensure customer success, resolve issues, and create opportunities based on customer needs.

Responsibilities

  • Manage a portfolio of assigned accounts from onboarding/renewal through ongoing growth activities
  • Build and maintain trusted relationships with key stakeholders, mapping decision-makers and influencers at each account
  • Own renewal execution by tracking health, risks, and timelines; coordinate internal stakeholders to secure successful outcomes
  • Identify expansion opportunities (additional seats, usage, modules, or services) and develop account plans to pursue them
  • Diagnose customer pain points and coordinate resolution across support, product, and operations to improve outcomes
  • Create and deliver account communication (business reviews, QBR-style summaries, and action plans) that drive clarity and next steps
  • Maintain accurate CRM records and pipeline/forecast data for the portfolio

Must-have qualifications

  • 2+ years of account management or customer-facing revenue experience in a B2B environment
  • Proven track record managing renewals and driving expansion within an assigned book of business
  • Experience building account plans and using customer insights to prioritize sales and success activities
  • Strong stakeholder management skills, including working effectively with cross-functional internal teams
  • Proficiency using a CRM system to track activity, opportunities, and account health
  • Ability to communicate clearly in writing and live conversations with executives and operational stakeholders

Nice to have

  • Experience in a SaaS or technology-enabled business with usage/engagement metrics
  • Familiarity with basic contract/renewal processes and escalation paths
  • Experience partnering with Customer Success, Support, and Product on customer issue resolution

What success looks like in 12 months

  • Renewals delivered with low avoidable churn
  • Expansion pipeline converts into measurable growth
  • Account plans improve customer health and reduce renewal risk
  • Customer issue resolution leads to better outcomes
  • Forecast and CRM hygiene enable reliable planning

Logistics

  • Full-time (40 hours a week), remote from Latin America.
  • Working hours overlap with US business hours.

About the company

[About your company: what you build, your stage and team size]

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Interview scorecard

Score every candidate against the same bar

Drive retention and profitable growth for an assigned set of B2B accounts through strong stakeholder relationships and disciplined account planning.

Outcomes to measure

What this hire should deliver in the first year. Replace [N] with your own targets.

  • Renewals delivered with low avoidable churn. Measure: Achieve renewal success rate of [X]% for assigned accounts
  • Expansion pipeline converts into measurable growth. Measure: Generate expansion revenue of [X] over 12 months and/or close [N] expansion deals
  • Account plans improve customer health and reduce renewal risk. Measure: Reduce high-risk renewal opportunities by [X]% (accounts flagged at risk late in the cycle or with unresolved blockers)
  • Customer issue resolution leads to better outcomes. Measure: Reduce time-to-resolution for account-critical issues by [X]% and document root-cause actions for [N] recurring issues
  • Forecast and CRM hygiene enable reliable planning. Measure: Maintain CRM data completeness of [X]% and achieve forecast accuracy of [X]% for renewal/expansion categories

Competencies and weights

What to evaluate, how much it counts and what a strong answer looks like.

Renewal Ownership · 26%
Renewal execution is central to retention and directly impacts the role’s outcomes. Evaluated in Round 1.

  • Weak: Uses ad-hoc follow-ups for renewals and misses key renewal timelines or stakeholder touchpoints
  • Meets the bar: Tracks renewal milestones and engages internal partners to address risks before deadlines
  • Strong: Creates a renewal plan with clear risks, owners, and next steps; aligns stakeholders early and secures renewals even when blockers emerge

Expansion Discovery · 18%
Expansion is required to drive growth beyond renewals. Evaluated in Round 2.

  • Weak: Waits for inbound requests for growth or relies on generic pitches
  • Meets the bar: Identifies expansion themes from customer usage/feedback and qualifies opportunities with stakeholders
  • Strong: Proactively surfaces expansion opportunities tied to business outcomes and builds a structured plan that leads to closes

Account Planning · 16%
Mid-level independence requires structured account plans that translate insights into action. Evaluated in Round 1.

  • Weak: Creates plans that lack measurable goals, timelines, or stakeholder mapping
  • Meets the bar: Maintains account plans with key stakeholders, objectives, and prioritized actions
  • Strong: Connects customer insights to specific initiatives, milestones, and success criteria; updates plans based on signals and results

Stakeholder Management · 16%
Building trust with executives and operational owners is necessary to drive outcomes and unblock issues. Evaluated in Round 2.

  • Weak: Escalates without building alignment or struggles to manage differing priorities
  • Meets the bar: Facilitates alignment across stakeholders and keeps both sides informed
  • Strong: Navigates complex stakeholder dynamics, influences decisions constructively, and maintains momentum during disagreements

Cross-Functional Execution · 12%
Successful renewals and expansions require coordinated work with support, product, and operations. Evaluated in Round 3.

  • Weak: Relies on one team for resolution or fails to drive coordination
  • Meets the bar: Partners with internal teams to route issues and track progress to resolution
  • Strong: Establishes clear ownership and communication loops across teams; tracks commitments to closure and prevents recurrence

CRM and Forecasting Discipline · 12%
Accurate CRM usage supports pipeline visibility, risk management, and reliable forecasting. Evaluated in Round 3.

  • Weak: Leaves CRM fields incomplete, updates inconsistently, or forecast data is not supported by documented evidence
  • Meets the bar: Maintains consistent CRM records and supports forecast with relevant account activity
  • Strong: Uses CRM data to identify risk/opportunity patterns, keeps forecasts current with evidence, and improves forecasting quality over time
Interview questions

Questions for every interview round

Each round has an owner, a time box and questions that test the competencies above.

Round 1: Account Planning & Renewal Fundamentals
Sales Operations / Hiring Manager · 45 min

  1. Tell us about a renewal you managed end-to-end. How did you identify risks early, and what specific actions did you take to address them?
  2. Walk through how you build and maintain an account plan. What inputs do you use, who do you map, and how do you update the plan as signals change?
  3. Describe how you handle a situation where the customer stakeholders are aligned on needs but internal timelines or approvals threaten the renewal. How do you coordinate and keep progress visible?

Round 2: Expansion & Stakeholder Influence
Senior Account Manager · 45 min

  1. Share an example of how you discovered an expansion opportunity. What customer signals did you use, and how did you turn them into a qualified proposal?
  2. Describe a time you influenced an executive or operational stakeholder who initially resisted a plan. What messaging, evidence, and follow-through did you use?
  3. When an expansion deal stalls, what is your diagnosis process and how do you decide whether to change the approach, escalate, or reset timelines?

Round 3: Cross-Functional Resolution & Execution
Customer Success Lead · 45 min

  1. Tell us about a critical customer issue on your accounts that required multiple internal teams. How did you establish ownership, align priorities, and drive resolution to completion?
  2. How do you use your CRM to manage renewals/expansion—specifically, how do you ensure data quality and tie it to forecast confidence? Give a concrete example of how CRM insights changed your next actions.
  3. Describe how you measure account health and renewal risk in day-to-day work. What leading indicators do you watch, and how do you act when they deteriorate?

Red flags to watch for

  • Relies on one-off heroics for renewals with no repeatable process or account-plan rigor
  • Can’t clearly explain how they used customer insights (signals/metrics/feedback) to identify risks or expansion opportunities
  • Poor evidence of CRM discipline (missing documentation, inconsistent updates, or forecasts not supported by account activity)
  • Limited ability to coordinate across teams to resolve customer issues within defined timelines

How much does it cost to hire an Account Manager in Latin America?

In 2026, a senior Account Manager in Latin America costs $4,000 to $4,500 a month all-in, versus $11,625 in the US: up to 66% less. Mid-level starts at $2,625.

Country

Mid-level

Senior

Argentina

$2,625

$4,000

Brazil

$2,875

$4,375

Colombia

$2,625

$4,000

Mexico

$3,000

$4,500

United States

$7,500

$11,625

Monthly cost in USD, all-in: the talent's salary plus Teilur's flat 20% fee, from our 2026 rates. The United States row shows what the same role typically costs there.

Compare costs in the calculator →

Frequently asked questions

What does an Account Manager do?

Typical responsibilities include: manage a portfolio of assigned accounts from onboarding/renewal through ongoing growth activities; build and maintain trusted relationships with key stakeholders, mapping decision-makers and influencers at each account; own renewal execution by tracking health, risks, and timelines; coordinate internal stakeholders to secure successful outcomes. The full list is in the template above.

How much does it cost to hire an Account Manager in Latin America?

In 2026, a senior Account Manager in Latin America costs $4,000 to $4,500 a month all-in, versus $11,625 in the US: up to 66% less. Mid-level starts at $2,625.

Can I customize this Account Manager job description?

Yes. Teilur's free Job Description & Scorecard Generator rewrites it for your stack, seniority, time zone and hiring urgency in about 15 seconds. No sign-up needed.

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