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Strategic Account Planning

Strategic Account Planning is the systematic process of identifying, prioritizing, and strategizing account objectives to foster business growth. This capability involves understanding customer needs, setting achievable goals, coordinating resources, and collaborating with stakeholders to drive sales performance and strengthen client partnerships within the realm of account management.

Level 1: Emerging

At an emerging level, you are beginning to understand and apply strategic account planning principles, occasionally managing accounts while needing supervision and guidance to effectively complete tasks.

Level 2: Proficient

At a proficient level you are able to develop comprehensive strategic account plans that align with the organization's overall business objectives and drive value for both the company and the client.

Level 3: Advanced

At an advanced level, you are able to create and execute highly complex strategic account plans that align with overall business objectives, drive growth, and strengthen customer relationships in Account Management.

Where is this capability used?