To become an organized account manager, you have to juggle several things. Not only are you often responsible for everything from financials to placing orders, but you're also in charge of keeping your clients happy. This can entail everything from remembering their birthdays to knowing they don't like to be bothered with a call in the afternoons. And on the more technical side, it can involve remembering who you have upsold and who has opted out of receiving newsletters.
Staying organized with all of this information can be difficult, especially if you aren't naturally an organized person. But there are some steps you can take to help you become an organized account manager and keep your customers happy.