Account Managers (sometimes called ‘Client Services’) are responsible for building relationships with customers, helping to solve their problems and presenting them with the full range of solutions their company has to offer. Their focus on the overall commercial value of the customer (in particular through upselling / cross selling) separates them from other customer-facing functions like Customer Support.

Account Manager dashboards are likely to focus on metrics such as: overall account value, customer engagement, upselling and retention.