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