Account Management 1-Day Workshop New York

• Duration: 1-Day Practical Training (8 Hours)
• Timing: 9:00 AM – 5:00 PM (including breaks)
• Location: Location shared via email ( Complete Address )
• City Selection: Select your preferred city. We’ll confirm the nearest available training location after registration. Onsite training is also available on request.
• Format: Classroom Training (Virtual option available on request)
• Language: English
• Certificate: Course Completion Certificate
• PDUs Awarded: 8 Professional Development Units
• Contact: [email protected]

Effective account management is about much more than maintaining customer contact. A successful Account Manager understands the client's business, builds trusted relationships, coordinates internal teams, protects the customer experience, identifies opportunities, and creates a clear plan for long-term account growth.

Account Managers often serve as the connection between customers and their organisation. They may be responsible for resolving issues, coordinating projects, reviewing performance, supporting renewals, identifying additional opportunities, and ensuring that commitments made to clients are delivered.

This practical Account Management Workshop is designed to help participants develop the skills needed to manage important customer relationships professionally and strategically.

Participants will learn how to assess account value, understand client priorities, build stakeholder relationships, manage expectations, conduct account reviews, identify risks, improve customer retention, uncover growth opportunities, and create effective Key Account Plans.

The workshop also explores the relationship between account management and sales, helping participants identify appropriate opportunities for upselling and cross-selling without compromising customer trust.

Through practical exercises, account-planning activities, customer scenarios, case studies, and action planning, participants will develop tools that can be applied directly to their current accounts.

• Understand the role and responsibilities of an Account Manager.
• Distinguish account management from traditional sales activity.
• Build stronger and more trusted client relationships.
• Understand client objectives, challenges, and priorities.
• Identify key stakeholders within customer organisations.
• Develop effective communication strategies for different stakeholders.
• Manage customer expectations professionally.
• Strengthen customer experience and retention.
• Identify account risks before they become major problems.
• Analyse account value and growth potential.
• Use account-management KPIs and performance measures.
• Conduct effective account reviews.
• Identify upselling and cross-selling opportunities.
• Create mutually beneficial account-growth strategies.
• Develop strategic Key Account Plans.
• Coordinate effectively with internal teams.
• Handle customer complaints and difficult situations.
• Strengthen customer loyalty.
• Monitor account performance against objectives.
• Create practical action plans for account growth and retention.

• What account management means.
• The difference between account management and sales.
• The changing role of the Account Manager.
• Account Manager as relationship builder and business partner.
• Understanding customer expectations.
• Balancing customer needs with organisational objectives.
• Responsibilities of an Account Manager.
• Common account-management challenges.
• Identifying personal strengths and development areas.

• Understanding the foundations of customer relationships.
• Building trust and credibility.
• Developing professional rapport.
• Understanding client communication preferences.
• Creating consistent customer contact.
• Demonstrating reliability and professionalism.
• Building relationships beyond a single point of contact.
• Developing long-term customer connections.
• Turning customer interactions into relationship-building opportunities.

• Looking beyond the immediate customer request.
• Understanding the client's business model.
• Identifying customer goals and priorities.
• Understanding industry and market pressures.
• Identifying client challenges and opportunities.
• Understanding how your organisation contributes to client success.
• Asking effective business-focused questions.
• Identifying changes that may affect the account.
• Becoming a more commercially aware Account Manager.

• Identifying key client stakeholders.
• Mapping stakeholder influence and interest.
• Understanding different stakeholder expectations.
• Building relationships at multiple levels.
• Managing different communication styles.
• Creating internal stakeholder support.
• Working effectively with sales, operations, finance, service, and delivery teams.
• Communicating customer requirements internally.
• Managing internal dependencies.
• Ensuring customer commitments are delivered.

• Understanding account value.
• Categorising accounts according to strategic importance.
• Assessing revenue and profitability potential.
• Reviewing customer growth opportunities.
• Identifying account risks.
• Evaluating relationship strength.
• Assessing customer potential.
• Prioritising time and resources.
• Identifying strategic, growth, maintenance, and at-risk accounts.
• Creating an account-priority framework.

• Understanding the customer experience.
• Identifying factors that influence customer retention.
• Recognising signs of customer dissatisfaction.
• Managing customer expectations.
• Delivering consistent service.
• Creating value beyond the basic transaction.
• Maintaining regular customer communication.
• Conducting customer health checks.
• Strengthening customer loyalty.
• Identifying early warning signs of account risk.
• Developing practical retention strategies.

• Preparing for an effective account review.
• Setting clear objectives for client meetings.
• Reviewing performance and achievements.
• Discussing challenges and opportunities.
• Presenting relevant account information.
• Asking meaningful business questions.
• Demonstrating value delivered.
• Agreeing actions and responsibilities.
• Documenting meeting outcomes.
• Following up effectively.
• Turning account reviews into strategic conversations.

• Understanding customer frustration.
• Responding professionally to complaints.
• Listening before offering solutions.
• Identifying the underlying issue.
• Managing customer expectations.
• Taking ownership without overpromising.
• Working with internal teams to resolve problems.
• Communicating delays or service issues.
• Managing difficult conversations.
• Rebuilding trust after service failures.
• Following up after resolution.

• Understanding account growth.
• Identifying genuine customer needs.
• Recognising opportunities during customer conversations.
• Distinguishing value-based selling from aggressive selling.
• Identifying complementary products and services.
• Developing upselling opportunities.
• Developing cross-selling opportunities.
• Connecting new solutions to customer objectives.
• Timing growth conversations appropriately.
• Protecting customer trust while pursuing revenue growth.
• Creating account-growth opportunities.

• Understanding account-management KPIs.
• Measuring revenue and account growth.
• Tracking customer retention.
• Monitoring profitability.
• Measuring customer satisfaction.
• Reviewing share of customer business.
• Tracking opportunity pipelines.
• Monitoring contract and renewal milestones.
• Measuring relationship development.
• Identifying performance gaps.
• Turning account data into management actions.

• Understanding the purpose of a Key Account Plan.
• Setting account objectives.
• Reviewing current account performance.
• Identifying customer priorities.
• Mapping key stakeholders.
• Identifying growth opportunities.
• Identifying risks and vulnerabilities.
• Developing retention strategies.
• Establishing account actions and responsibilities.
• Setting measurable account targets.
• Creating timelines and review points.
• Building a practical Key Account Plan.

• Reviewing the complete account-management process.
• Assessing current account-management practices.
• Identifying priority accounts.
• Selecting accounts for development or protection.
• Identifying relationship gaps.
• Identifying immediate customer actions.
• Establishing growth and retention objectives.
• Creating stakeholder engagement actions.
• Defining performance measures.
• Creating a 30-day account-management action plan.
• Establishing longer-term account-development goals.

This workshop is suitable for:

• Account Managers.
• Key Account Managers.
• Senior Account Managers.
• Client Relationship Managers.
• Customer Success professionals.
• Sales professionals.
• Business Development professionals.
• Sales Managers.
• Client Services professionals.
• Customer Experience professionals.
• Relationship Managers.
• Commercial Managers.
• Business owners.
• Project and service-delivery professionals with client responsibilities.
• Professionals responsible for strategic customer relationships.

Participants will gain practical strategies to:

• Build stronger client relationships.
• Develop trusted customer partnerships.
• Understand client business priorities.
• Improve customer communication.
• Manage multiple stakeholders effectively.
• Strengthen customer experience.
• Improve customer retention.
• Identify account risks earlier.
• Conduct more effective account reviews.
• Handle customer complaints professionally.
• Improve internal collaboration.
• Identify genuine upselling opportunities.
• Develop cross-selling opportunities.
• Increase account growth potential.
• Use account-management KPIs effectively.
• Analyse account value and potential.
• Prioritise important accounts.
• Develop strategic Key Account Plans.
• Monitor account performance.
• Create practical customer retention strategies.
• Build a structured account-growth plan.

🎓 Certification

All participants will receive a Certificate of Completion from LearneRRing, recognizing their achievement.

Exclusive OffersGroup Discounts:10% off for groups of 5-10 participants15% off for groups of 11-20 participants
Corporate & Team Training Available

Want this course delivered at your workplace or for your team? We offer customized onsite and virtual sessions for companies.📩 Email us at [email protected] for details.

Event venue & nearby stays

For venue details reach us at [email protected], PH: +1505 369 2908, New York, United States

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