Free Account Manager Criteria Template
Account Manager Criteria
Prepared By: [YOUR NAME]
Date: May 15, 2050
Introduction
This document outlines the criteria used to evaluate the performance and suitability of an Account Manager. The criteria are designed to assess various aspects of the role, ensuring a comprehensive evaluation process that supports the organization's goals and client satisfaction.
Purpose
The purpose of this evaluation is to provide a standardized approach to assessing the effectiveness and efficiency of Account Managers. It aims to identify strengths and areas for improvement, ensuring that Account Managers meet the organization's standards and contribute positively to client relationships.
Scope
These evaluation criteria apply to all Account Managers within the organization. It covers various dimensions of performance, including client management, communication skills, problem-solving abilities, and overall contribution to the team and organization.
Evaluation Criteria
|
Criteria |
Description |
Weight |
Score (1-5) |
Comments |
|---|---|---|---|---|
|
Client Relationship Management |
Ability to build and maintain strong relationships with clients. |
20% |
||
|
Communication Skills |
Effectiveness in verbal and written communication with clients and team members. |
15% |
||
|
Problem Solving and Decision Making |
Skills in resolving client issues and making informed decisions. |
20% |
||
|
Sales and Upselling Capabilities |
Ability to identify opportunities for additional sales or upselling services. |
15% |
||
|
Project Management |
Effectiveness in managing projects and meeting deadlines. |
15% |
||
|
Client Satisfaction |
Level of client satisfaction and feedback received. |
10% |
||
|
Team Collaboration |
Ability to work well with other team members and departments. |
5% |
Scoring System
|
Score |
Description |
|---|---|
|
1 |
Poor - Does not meet expectations |
|
2 |
Fair - Meets some expectations |
|
3 |
Good - Meets expectations |
|
4 |
Very Good - Exceeds expectations |
|
5 |
Excellent - Far exceeds expectations |
Guidelines for Evaluation
-
Use the same criteria for all evaluations and support scores with specific examples.
-
Evaluate performance, client feedback, and team collaboration.
-
Give targeted, practical feedback noting strengths and improvement areas.
