Question

On the client resource sheet, which sections are the account managers responsibility to fill out? (Hint: Its listed as a task for account managers on our onboarding tasks)

Answer 1

The account manager is responsible for filling out the contact information, account details, and service agreements sections on the client resource sheet.

Step-by-step explanation:

On the client resource sheet, the account manager is responsible for filling out several sections. These sections include:

1. Contact Information: The account manager needs to provide accurate and up-to-date contact information for the client.
2. Account Details: This section requires the account manager to fill in details such as account numbers, billing information, and payment terms.
3. Service Agreements: The account manager must outline the specific services agreed upon with the client, including any contractual obligations.

By completing these sections, the account manager ensures that all essential information about the client is recorded and easily accessible