You’re leading a new team in Account Management. How can you ensure they succeed?

2 Provide training and coaching

The second step to leading a successful account management team is to provide them with the necessary training and coaching to develop their skills, knowledge, and confidence. You should assess your team's strengths and weaknesses and identify the areas where they need improvement. You should also provide them with the tools, resources, and best practices to help them perform their tasks effectively and efficiently. You should also coach your team regularly and offer them constructive feedback, guidance, and support. By providing training and coaching, you can help your team grow professionally, overcome challenges, and deliver quality results to your clients.

3 Build trust and collaboration

The third step to leading a successful account management team is to build trust and collaboration among your team members and with your clients. You should foster a culture of openness, honesty, and respect within your team and encourage them to share their ideas, opinions, and feedback. You should also promote teamwork and collaboration among your team members and with other departments and stakeholders. You should also establish rapport and trust with your clients and involve them in the decision-making process. By building trust and collaboration, you can create a positive and productive work environment, enhance your team's performance, and strengthen your client relationships.

4 Empower and motivate

The fourth step to leading a successful account management team is to empower and motivate them to take ownership, initiative, and responsibility for their accounts. You should delegate tasks and authority to your team members and give them the autonomy and flexibility to manage their accounts according to their clients' needs and preferences. You should also encourage your team to be creative, innovative, and proactive in finding solutions, opportunities, and improvements for their accounts. You should also motivate your team by rewarding their achievements, celebrating their successes, and recognizing their contributions. By empowering and motivating your team, you can boost their morale, engagement, and satisfaction, and increase their loyalty and retention.

5 Monitor and evaluate

The fifth step to leading a successful account management team is to monitor and evaluate their performance and progress regularly. You should track and measure your team's key performance indicators (KPIs), such as revenue, retention, satisfaction, and loyalty. You should also collect and analyze feedback from your clients, your team members, and other stakeholders. You should also review and adjust your team's goals, strategies, and actions based on the results and feedback. By monitoring and evaluating your team, you can identify and address any issues, gaps, or risks, and ensure that your team is on track to achieve their targets and exceed your clients' expectations.

6 Learn and improve

The sixth and final step to leading a successful account management team is to learn and improve continuously. You should encourage your team to seek and embrace feedback, learning, and improvement opportunities. You should also provide your team with the time, space, and resources to reflect, learn, and improve from their experiences, mistakes, and successes. You should also model and demonstrate a growth mindset, a positive attitude, and a willingness to learn and improve yourself. By learning and improving, you can help your team develop their competencies, adapt to changes, and enhance their performance and value to your clients.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?