How do you onboard and train new account managers for your team?

When I was training account managers, a helpful resource in addition to training on tools and systems was an unofficial "brand book" for the team. This walked through our core principles for relationship management, including the tone we take with clients, level of formality, approach to collaboration, and how we set expectations and celebrate milestones - wrapped into a colorful deck with GIFs and memes to make it fun and accessible. This onboarding session helped account managers build confidence in representing the company, which can be one of the most challenging aspects of transitioning into a new account management role.

Everybody's in sales (to a greater or lesser degree, right?) and Account Managers need to understand that. So it's worth explaining that when meeting a client, it's NOT simply a matter of turning up with coffee and croissants and having a chat about where the client is going on holiday this year. Account Managers need to bring some value to the conversation for the client and at the same time recognise that they are the eyes and ears of your company and must be able to explore and listen for any opportunities for the sales team.

Our mentors are volunteers: professionals who want to collaborate and share their experience with others. Mentorship opens the door for some good shadowing opportunities, enhancing contextual understanding of tools account managers have access to (but may not yet connect how and when to use).

Day 2 ,get software and desks set up and filmill with BV software. I'm filmilllar with estimator, sales force, Adobe, personal dashboard inquire about clients, likes ,dislikes , feed them create a bond, exchange cards or info. I'm no bill gates I have 20 in April of 80% field 20 computer admin. Work . Respond to those emails and calls. Asap...Hit the field . Going to be on the comp smoothing software out.

This is great for all new employees to a company. I have had some wonderful mentors that have remained a mentor even after leaving a company. Having someone to lean on, learn from, and confide in can make starting at a new company an easier process.

Send new higher out with experienced team member. walk the interior site. Know your property lines .give the new team guy a remedial task .let him know your meeting and greeting client's and subcontractors, occasionally the big boss if scheduled. Remind employee this quality and safety ask for a hand if needed and read and watch training materials. And do be embarrassed to ask a stupid question..because their is no stupid question s.

We love sending our new account managers for client site visits! The more exposure they can get to industry "speak", the natural pace of how client meetings go, the more prepared they are for their own!

I agree, with involving new account managers in real projects and scenarios that they will encounter in their role. It is best to give them an immersive experience from the beginning so that they are able to build a foundation that will continue to support them. If they are part of a virtual team, having them meet leadership and the team face-to-face is an important step. It establishes that connection with their team and role that they are able to take back with them as they continue to increase responsibility. You can have them shadow a leader to gain a better understanding of day-to-day operations and processes. This exposure will continue to show their readiness to take on projects and challenges on their own.

Personally I would start with development webinars ,safety ,see who has previous experience and can operate safely. After getting a feeling for skills levels. Get new hire set up with skill buddy. Get them a comp and get them set up. Day one you could weed out the wrong fit.i love to train but too many green horns on a strict deadline will cost. I started with a pick in the hillsides of laguna Beach no easy days . But I've been a project manager ,director of operations and Account manager build and maintain are two different animals.