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What does a Customer Account Representative do?

Learn all about Customer Account Representative duties, skills and much more. Get expert advice on how to become a Customer Account Representative.

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Brenna Goyette
Certified Professional Resume Writer, Career Expert

Published 3 min read

A customer account representative is responsible for maintaining and developing relationships with customers. They work to understand the needs of the customer and provide solutions that meet those needs. They also work to resolve any issues that the customer may have.

Customer Account Representative job duties include:

  • Act as the first point of contact with customers
  • Handle customer inquiries and complaints
  • Process orders, forms, applications, and requests
  • Direct customers to the appropriate department or individual
  • Keep records of customer interactions and transactions
  • Update account information in customer files
  • Follow up with customers to ensure satisfaction
  • Resolve customer complaints in a timely and professional manner
  • Generate reports on customer satisfaction

Customer Account Representative Job Requirements

Most companies require a high school diploma or equivalent for this position. However, some may prefer or require postsecondary education, such as an associate's degree in business administration or a related field. Additionally, many employers seek customer account representatives with prior customer service experience. Some employers may also require certification in areas such as product knowledge or sales.

Customer Account Representative Skills

  • Listening
  • Patience
  • Empathy
  • Communication
  • Problem-solving
  • Organization
  • Multi-tasking
  • Stress management
  • Flexibility
  • Adaptability
  • Teamwork

Related: Top Customer Account Representative Skills: Definition and Examples

How to become a Customer Account Representative

A Customer Account Representative is responsible for maintaining relationships with customers and ensuring that their needs are met. To become a Customer Account Representative, you will need to have excellent communication and customer service skills. You will also need to be able to multitask and handle customer inquiries in a timely manner.

Related: Customer Account Representative Resume Example

Related: Customer Account Representative Interview Questions (With Example Answers)