B2B Account Manager Role & Responsibilities

B2B Account Manager

The B2B Services Account Manager is an essential role in supporting the companies and Board Owners in our Digital Advisory Board Program that have retained our services to receive advice from advisors in our network. B2B Account Managers thoroughly understand the value of the Digital Advisory Board Program, the company onboarding process, and how to retain the companies accepted into our program.

The Account Manager’s overall responsibility is to onboard and retain the companies that are accepted into AdvisoryCloud's Digital Advisory Board Program.

The B2B Onboarding Associate Script (below): The Onboarding Script has purposeful language throughout that is designed to resonate when speaking with the executive. Learn it, memorize it, and once you have it down pat, then make it yours. Tone, cadence, and inflection in your voice are the keys to creating a captivating and dynamic phone conversation.

B2B Member Services Onboarding Script

The B2B Account Manager Manual (below) contains everything needed for the B2B Account Manager role:

B2B ACCOUNT MANAGER MANUAL

Version 1.0

Owned by: Marla Williams

Last Update: 4/30/21)

The B2B Member Services Account Manager Checklist (below) is your daily tool for step-by-step actions to check off in order to complete a job responsibility.

ACCOUNT MANAGER CHECKLIST

Version 1.0

Owned by: Marla Williams

Last Update: 4/30/21

Account Manager Training Videos are provided below as a quick reference tool to guide Account Manager's through specific job duties:

• Account Manager From Closing the Sale to Post Onboarding

• ScheduleOnce Training for Updating a Incomplete Calls (No Show - Rescheduled)

• Account Manager Upgrading a B2B Tier

• Account Manager Upgrading Advisory Services

• Process for Dual Upgrades Overview

• Company Cancellation Process for Account Managers

  • FTP

  • Standard

  • Dormant/Expired

  • Chargeback