Account Manager (Quota Carrying) Certification
Sales Assembly’s Account Manager (Quota Carrying) Certification Program educates participants on fundamental skills that all Quota Carrying Account Managers need to master in order to be effective in their role.
This certification includes a comprehensive, one-day virtual training of classroom-style learning and strategic breakout rooms. A unique benefit of this certification involves ongoing continuing education requirements through various Sales Assembly programs.
To receive their certification, individuals must participate in all 4 modules and attend the full day of training.
- Book/Territory Management by Allison Na. To be successful in the role, you need to have a clear understanding of all the accounts in your book. Adopt a prioritization mindset to understand where to focus your energy to be as effective as possible.
- Relationship Management by Megan Cotter. In this session, we’ll explore how to combine empathy with knowledge of goals and challenges to build and sustain customer relationships.
- QBR Delivery and Outcome by Tricia Henry. The QBR is a critical step in your customer journey that enables you to engage key stakeholders, align on value delivered, and uncover new opportunities. This module discusses how to properly plan and execute QBRs that drive toward mutually beneficial outcomes.
- Cross-sell and Upsell Process by Steve Baumgartner. Renewal and logo retention is important, but ensuring you maximize opportunities for additional spend is another foundational aspect of an AM’s role. This module will cover how to identify buying language, and how to ensure that your process supports mid-cycle spend across your customer base.
ADDITIONAL INFO TO KNOW
This program is open to all employees of SA member companies who are currently in a quota-carrying Account Manager or growth sales role. You must be logged into your account to RSVP for this program. If you need help logging in or need help setting up your account, please email email@example.com
This is a virtual program. Upon signing up, all registrants will receive a calendar invite with Zoom log-in information to attend this certification.
All registrants of this program comply with our Terms and Conditions.