Launch a Successful Career in Account Management

Prepare Yourself or Your Team for Success in Client Management

Whether you’re stepping into a new account management role or looking to equip your team with the necessary skills for this position, our Transition to Account Management Program is your gateway to success. Designed specifically for new entrants, this training empowers participants to establish and maintain strong client relationships, navigate challenges with confidence, and contribute significantly to business growth. Set the foundation for a thriving career in account management or build a team poised for success.

Transition to Account Management Program

Course Details:

In five weeks through eight interactive modules, participants will gain a thorough introduction to the account management function. They will learn essential client engagement skills, discover how to nurture and develop crucial relationships, and acquire a toolkit of strategies for success in an account management role.

Program Outline:

A. Introduction to Account Management:

  • Module 1: Account Management: Definition and Importance

B. Account Management Skills:

  • Module 2: Understanding the Client
  • Module 3: Becoming a Trusted Advisor
  • Module 4: Mastering Difficult Conversations
  • Module 5: Skills in Negotiation, Problem Solving, and Decision Making

C. Managing Accounts:

  • Module 6: Effective Processes
  • Module 7: Essential Tools
  • Module 8: Project Management Basics

Note: Course content may vary slightly.

How it Works:

Participants receive access to weekly course material every Sunday and participate in coaching sessions during the week. All course materials and tools are provided throughout the program.

Two Options Available:

Join the Next Intake (Community Program):

  • Recorded Modules: Access to all weekly modules for the duration of the program.
  • Community Coaching: Weekly 30-45 minute group coaching sessions (via Zoom) to discuss topics and share insights.
  • Availability: This option is available during specific times of the year, aligned with our cohort schedules. Please refer to the schedule below for upcoming dates.
  • Investment: A$499 plus GST.

Start Now (Individual Program):

  • Recorded Modules: Immediate access to all weekly modules for the duration of the program.
  • Individual Coaching: Five personalised 30-minute one-on-one coaching sessions (via Zoom), scheduled weekly at mutually convenient times.
  • Flexible Start: Start any time that suits you. Note that some blackout periods may apply throughout the year.
  • Email Support: Limited email support available for quick queries during the course.
  • Investment: A$599 plus GST.

Upcoming Cohort Intake Dates:

14th July 2024 – 14th August 2024

Coaching Blackout Dates:

26th September – 14th October 2024
23rd December 2024 – 31st January 2025

To register or find out more, please complete the form below and we will be in contact shortly:

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    Not sure if you’re ready for account management? Take our free assessment here.

    “A wonderful introduction and insight into the world of account management. As a professional in the travel industry who is transitioning into a business management role, I found the course content invaluable in establishing my expectations ahead. Sharon beautifully presented the material during her coaching sessions and guided me through each stage of the course with adequate support. Each module reflected a different teaching of account management covering topics from getting to know your clients to effective problem solving and negotiating. I found Sharon’s tools and templates particularly helpful in developing my skills and strategy as a Business Manager moving forward. Thank you for helping me to prepare for my new role Sharon – would highly recommend the course.”

    Lauren, Program Participant, April 2024

    “I would highly recommend the Transition to Account Management course. Sharon was great at explaining the concepts and has included a number of very useful tools! It’s a great opportunity for existing account managers to fine tune their skills and would be the perfect starting point for those looking to get into an account management role.”

    Hayley, Program Participant, September 2023

    “Overall, if you are brand new or considering taking on an account management role, this is a great starter course. It gives a good insight into what the role actually is and what is expected of you. Definitely recommend!”

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    Josh, Program Participant, March 2023

    “This is the training that I wish I’d had access to myself, delivered by someone with an immense dedication to the art of account management.
    So many AMs are appointed without a grounding in the fundamentals of the role, without a pathway leading to confidence in delivering value both to clients and their business, without the tools required to succeed and grow.

    I’ve witnessed Sharon’s devotion to the practice over a number of years, and I enthusiastically recommend her training to any account manager who wants to stand out from the crowd.”

    Richard Taylor, Founder – The Travel Community Hub

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