Account Manager (Quota Carrying) Certification

This Certification is a comprehensive, one-day virtual training of classroom-style learning and strategic breakout rooms, specifically to uplevel the skills of ...
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13 Sep


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.


  • Effective Customer Discovery by Justin Johnson. Building a strong partnership is critical to post-sales success. Learn tactics and strategies to add value to your customers and gain insights into how to become a trusted advisor.
  • Book Management by Melanie Staudt. 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.
  • Uncovering Cross-sell and Upsell Opportunities by Brad Rosen. 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.
  • Delivering Value Through Business Reviews by Jason Plummer. 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.


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

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.