Unit of competency Outline

Date retreived
22/07/2026 4:03 PM AWST

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Manage client account

Manage client account

Unit of competency
National Code
BSBMKG529
State Code
AWF79
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
14/01/2016
View on TGA
State Implementation and Classification
Approved Date
05/07/2016
Field of Education
080505 - Marketing
Original Release Date
05/07/2016
Nominal Hours
55
Description
This unit describes the skills and knowledge required to profile, plan, support and improve a client account to meet agreed objectives.It applies to individuals working in a variety of marketing communications occupational roles who have responsibility for managing a client relationship and assisting the client to achieve strategy outcomes. No licensing, legislative or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1. Profile client accounts
  • 1.1 Identify and confirm client accounts with senior management
  • 1.2 Establish product and brand knowledge and clarify objectives with client
  • 1.3 Undertake analysis of client strengths, weakness and expectations for account performance
  • 1.4 Confirm communication channels with client
  • 1.5 Recognise and incorporate account management requirements within current legislation, regulation and organisational policy
2.Implement account management plan
  • 2.1 Establish key account performance indicators with client
  • 2.2 Identify account events and campaigns over agreed timeframes
  • 2.3 Prepare account budgets for approval
  • 2.4 Enable adequate resources to meet account management needs
  • 2.5 Prepare briefs of requirements for internal departments, staff and external specialists as required
  • 2.6 Oversee production of events and campaigns to meet client requirements
3. Represent accounts
  • 3.1 Build trust and respect for the client within the organisation and marketplace
  • 3.2 Maintain effective communication channels with client
  • 3.3 Seek regular feedback on performance and adjust as necessary
4. Identify opportunities for improvement
  • 4.1 Undertake account reviews with client and own management
  • 4.2 Identify performance against agreed indicators
  • 4.3 Recommended revisions to account plan to meet client requirements
  • 4.4 Manage client expectations of performance to meet market conditions
No information
No information
Replaced By
State Code National Code Title Type
OCF40 BSBMKG542 Establish and monitor the marketing mix Unit of competency