Corporate
Account Management skills assessment
Account managers protect and grow existing revenue. This scorecard covers relationship building, renewals, upselling and service delivery for consistent account management across the client base.
- 12 skills to score
- 1–10 scale on every skill
- 5 starting levels
The 12 Account Management skills you can score
These are the default Account Management skills in SkillScorer. Each one is scored from 1 to 10 for every employee, and you can edit, remove or add skills at any time.
Client Relationship Building
Builds trust and regular contact with clients at multiple levels.
Account Planning
Develops plans that set goals, opportunities and actions for each account.
Renewals and Retention
Manages renewal timelines and addresses risks before they threaten the contract.
Upselling and Cross-Selling
Identifies opportunities to expand the relationship with relevant products and services.
Service Delivery Oversight
Ensures commitments are met and problems resolved quickly.
Business Reviews
Runs structured reviews that show value and set next steps.
Escalation Management
Manages escalations and coordinates internal resources.
Commercial Awareness
Understands pricing, margin and contract terms.
Client Advocacy
Represents the client's needs inside the organisation.
Communication
Communicates clearly and proactively in writing and in meetings.
Reporting and Forecasting
Tracks account health and revenue forecasts accurately.
Collaboration
Works with sales, delivery and support colleagues to serve the client.
Levels included with Account Management
Account Management starts with 5 levels, which SkillScorer calls “Grade” for corporate, so employees can be grouped and compared fairly. Rename, reorder or replace them at any time.
- Account Coordinator
- Account Executive
- Senior Account Manager
- Key Account Manager
- Head of Accounts
How Account Management works in SkillScorer
Score
Each employee in a department is scored on the Account Management skills in the Skills Matrix: tap a cell, type a score, and it saves itself.
Compare
Rank employees, compare two side by side, or compare your departments against each other to see exactly where the strengths and gaps are.
Track
Scores are kept year after year, so you can see who is improving and which Account Management skills need attention. Reports also follow each team leader's department.
Account Management scorecard: common questions
What skills does the Account Management scorecard include?
SkillScorer's Account Management scorecard covers 12 skills: Client Relationship Building, Account Planning, Renewals and Retention, Upselling and Cross-Selling, Service Delivery Oversight, Business Reviews, Escalation Management, Commercial Awareness, Client Advocacy, Communication, Reporting and Forecasting and Collaboration. Each one comes with a written description of what it measures, and you can edit, rename, remove or add skills to suit your organisation.
How are employees scored in Account Management?
Every employee is scored from 1 to 10 on each skill (1 = Poor, 5 = Average, 10 = Elite), one department and year at a time. Scores autosave in the Skills Matrix, and the 18 built-in reports turn them into rankings, radar charts, skill gaps and year-on-year trends.
Which levels come with Account Management?
Account Management starts with these levels (called “Grade” in the app): Account Coordinator, Account Executive, Senior Account Manager, Key Account Manager and Head of Accounts. They are just a starting point, so you can rename, reorder or replace them.
Can I change the Account Management skills and wording?
Yes. The skills, levels and labels are all editable per organisation. In corporate the app talks about employees, departments and team leaders, and you can change any of those words too.
Score Account Management with SkillScorer
Book a demo and we'll set up Corporate and Account Management with the skills, levels and wording ready to go.
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