WHAT TO INCLUDE IN A JOB DESCRIPTION
A good job description should include a company overview and job overview, as well as an explanation of the associated responsibilities, skills & qualifications, and work environment. Below are some general guidelines for writing each of these sections effectively.
1. COMPANY OVERVIEW
Providing an accurate, concise description of your business is a great way to attract the right employees. Think of this section as an advertisement for your company -- why should prospective employees want to join your team?
Some useful things to include here are:
- Core company values
- Mission statement
- Brief history of your organization
- Anticipated growth
- Business goals
2. JOB OVERVIEW
In a few sentences, describe the purpose, importance, and fundamental qualities of the position being offered. No need to be too specific or comprehensive here -- the idea is to provide a zoomed-out image of the role the applicant would be filling in your company.
This is where you’ll outline the specific day-to-day responsibilities of the job. Bullet-point format is typically the most practical way to present this information.
4. NECESSARY SKILLS & QUALIFICATIONS
List in bulleted format the skills & qualifications that are absolutely essential to this position. Consider as many specific conditions of the job as possible in order to create a complete list of qualifications an applicant must have in order to succeed.
5. PREFERRED SKILLS & QUALIFICATIONS
List in bulleted format the skills & qualifications that are not essential, but would make an applicant more eligible for the position being offered.
6. WORK ENVIRONMENT
Describe the environment in which the applicant would be spending most of their time. In this description, include information about:
- Company culture
- Pace of work
- Amount of collaborative vs. independent activity
- Who the employee will report to (or vice versa)
Account Representative Job Description
Below is our account representative job description. You can post it as-is to an online job board like ZipRecruiter, or download and customize it to match the unique aspects of your business. Keep in mind that adding a custom company overview and description of the work environment (outlined above) will help you draw in the right applicants.
Account Representative Job Description
Our account representatives connect our company with our clients. They’re expected to address customer needs, whether that’s answering questions, explaining new products or services, or resolving disputes. We need our account representatives to be extremely proactive when building relationships with clients. They should be able to meet deadlines, communicate client needs, and anticipate potential hiccups to meeting client needs. They may also need to direct and supervise staff to ensure that all work is completed according to a client’s expectations.
- Working with clients to understand their objectives
- Gathering information that will help achieve goals
- Coordinating and collaborating with related departments
- Assisting with special projects and campaigns
- Answering client questions and keeping them informed
- Negotiating contracts, invoicing, and budgeting
- Preparing client paperwork according to the protocol
- Seeking out new business via a variety of sales methods
- Preparing and presenting financial reports
Necessary Skills & Qualifications:
- At least 1 year of experience in an account representative role
- Excellent time-management and organizational skills
- Strong customer service mentality
- Ability to work under pressure
- Familiarity with MS Office and CRM software
- High school diploma (or equivalent)
Preferred Skills & Qualifications:
- Bachelor’s degree in a business- or marketing-related field
- At least 1 year in a customer service or sales position
3 STEPS TO TAKE WHEN HIRING EMPLOYEES
ENSURE LEGAL COMPLIANCE
Hiring employees can be an intimidating and time-consuming process, but it doesn’t have to be. We’ve created a hiring compliance checklist to help you get over the legal hurdles with ease. From obtaining an Employer Identification Number (EIN) to confirming work eligibility, our guide covers everything you need to know.
SET UP PAYROLL
Even if your business only has a few employees, setting up a payroll service can save you time for running your business and also ensure that your company is compliant with important federal requirements, such as employee withholding.
We recommend Gusto, a user-friendly payroll platform for small businesses. Try out their services and get one month free.
ACQUIRE WORKERS' COMP INSURANCE
Workers’ compensation insurance provides financial and legal protection for your business and its employees.
Whether or not you need workers’ comp insurance for your company depends on the nature of the job, the employer-employee relationship, and the unique regulations of your state.