Description
Purpose of the Tool
- Helps establish clear descriptions of team members’ roles and responsibilities as part of an overall account management team.
- Helps leadership identify team members who are responsible for different aspects of the account management process.
- Allows B2B companies to benefit from a more efficient completion of tasks within their account management structure.
- Table of Contents
- Content Page(s)
- Definitions 2
- Instructions 4
- Example 5
Time to Complete
1-2 hour
Building Block of Growth:
Sales
Impact/Effort Scoring:
Format
Powerpoint & Excel
