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10 OKR examples for Account Manager

What are Account Manager OKRs?

The Objective and Key Results (OKR) framework is a simple goal-setting methodology that was introduced at Intel by Andy Grove in the 70s. It became popular after John Doerr introduced it to Google in the 90s, and it's now used by teams of all sizes to set and track ambitious goals at scale.

Creating impactful OKRs can be a daunting task, especially for newcomers. Shifting your focus from projects to outcomes is key to successful planning.

We have curated a selection of OKR examples specifically for Account Manager to assist you. Feel free to explore the templates below for inspiration in setting your own goals.

If you want to learn more about the framework, you can read our OKR guide online.

Building your own Account Manager OKRs with AI

How to create great OKRs for any scenario in seconds

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here.

You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.

  • 1. Go to Tability's plan editor
  • 2. Click on the "Generate goals using AI" button
  • 3. Use natural language to describe your goals

Tability will then use your prompt to generate a fully editable OKR template.

How to improve existing OKRs with AI feedback

If you already have existing goals, and you want to improve them. You can use Tability's AI feedback to help you.

  • 1. Go to Tability's plan editor
  • 2. Add your existing OKRs (you can import them from a spreadsheet)
  • 3. Click on "Generate analysis"
AI feedback for OKRs in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.

You can then decide to accept the suggestions or dismiss them if you don't agree.

Using the free OKR generator to get a quick template

If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.

Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.

Our Account Manager OKRs examples

You will find in the next section many different Account Manager Objectives and Key Results. We've included strategic initiatives in our templates to give you a better idea of the different between the key results (how we measure progress), and the initiatives (what we do to achieve the results).

Hope you'll find this helpful!

1OKRs to establish an effective account management team

  • ObjectiveEstablish an effective account management team
  • KRRecruit and train a 5-member account management team by week 6
  • TaskPost job ads on online platforms for account management positions
  • TaskDevelop and initiate a comprehensive training program
  • TaskConduct interviews and select five suitable candidates
  • KRIncrease gross margin by 15% through upselling and cross-selling efforts
  • TaskTrain sales team on effective upselling and cross-selling techniques
  • TaskImplement incentive schemes to motivate upselling and cross-selling
  • TaskIdentify key opportunities for cross-selling and upselling in product lines
  • KRAchieve a 10% quarterly growth in customer performance scores
  • TaskProactively ask for and respond to customer feedback
  • TaskImplement weekly staff training on customer service improvements
  • TaskCreate an incentive program to boost customer satisfaction
Tability

2OKRs to streamline vendor aging reconciliation and payment processes

  • ObjectiveStreamline vendor aging reconciliation and payment processes
  • KRAchieve 100% on-time payments for all vendor invoices within net 30
  • TaskRegularly review and update payment processes
  • TaskImplement a robust invoice tracking software
  • TaskAssign responsibility for all invoice payments
  • KRImplement an automated tracking system for vendor aging within first two weeks
  • TaskResearch best automated vendor aging tracking systems
  • TaskTrain staff on using new tracking system
  • TaskPurchase and install suitable system
  • KRReduce number of overdue vendor payments to zero by end of the quarter
  • TaskEnsure timely fund allocation for payments
  • TaskRegularly review and act on payment due list
  • TaskImplement a reliable automated payment system

3OKRs to secure renewal of OnPoint clients with updated agreement

  • ObjectiveSecure renewal of OnPoint clients with updated agreement
  • KRAchieve a 95% satisfaction rate among clients renewing their contracts
  • TaskConduct regular customer satisfaction surveys and improve upon feedback
  • TaskInitiate loyalty programs that add value to contracts
  • TaskBoost customer service quality and response times
  • KRFinalize Managed Services Agreement details for all renewals by mid-quarter
  • TaskConfirm all agreements by the designated time
  • TaskReview all Managed Services Agreement renewal details
  • TaskUpdate any necessary agreement terms
  • KRPersuade 70% of current clients to renew under the new pricing within the quarter
  • TaskCreate a persuasive presentation highlighting benefits of new pricing plan
  • TaskSchedule phone consultations to discuss individual concerns
  • TaskOffer limited-time incentives for early renewal

4OKRs to boost Overall Account Health

  • ObjectiveBoost Overall Account Health
  • KRIncrease active account numbers by 20%
  • TaskImplement a referral program to encourage current users to recruit others
  • TaskExecute targeted marketing campaigns to attract potential users
  • TaskEnhance user experience for higher customer satisfaction and retention
  • KRReduce overdue balances by 30%
  • TaskEnhance reminders and notices for due payments
  • TaskImplement stricter payment deadlines and announce them clearly
  • TaskOffer incentives for early or on-time payments
  • KRAlign 90% of accounts with compliance standards
  • TaskArrange training on compliance standards for account management team
  • TaskImplement necessary updates to align accounts with standards
  • TaskConduct individual reviews of existing accounts for compliance

5OKRs to boost revenue by enhancing account management strategies

  • ObjectiveBoost revenue by enhancing account management strategies
  • KRImprove account profitability by reducing churn rate by 8%
  • TaskImprove customer service responses and resolution time
  • TaskMonitor customer interactions for potential churn signals
  • TaskImplement customer loyalty programmes to encourage retention
  • KREnable upselling opportunities by identifying 10% of existing accounts for expansion
  • TaskImplement upselling strategies through targeted communication
  • TaskDevelop personalized upselling strategies for identified accounts
  • TaskAnalyze customer data to identify top 10% for potential account growth
  • KRIncrease account renewals by 15% through improved client relationship strategies
  • TaskOffer incentives for timely renewals
  • TaskImplement frequent, personalized communication with existing clients
  • TaskDevelop and provide exclusive benefits for loyal customers

6OKRs to streamline accounts receivable operations

  • ObjectiveStreamline accounts receivable operations
  • KRIncrease collection rates by 25%
  • TaskImplement an advanced collection management software system
  • TaskTrain staff on effective collection strategies
  • TaskIncentivize timely payments with discounts
  • KRReduce invoice processing time by 30%
  • TaskStreamline invoice approval processes
  • TaskTrain staff on efficient invoice management
  • TaskImplement automated invoice processing software
  • KRDecrease outstanding payments by 40%
  • TaskImplement quicker invoice processing system
  • TaskReview and update current payment follow-up procedures
  • TaskNegotiate payment plans with delinquent customers

7OKRs to enhance a culture emphasizing accountability, resourcefulness, and growth

  • ObjectiveEnhance a culture emphasizing accountability, resourcefulness, and growth
  • KRImprove individual team member accountability by 20% as measured by project completions
  • TaskImplement a transparent tracking system for project progress
  • TaskEncourage peer reviews upon project completion
  • TaskSet clear personal deadlines for individual tasks
  • KRAchieve a 25% increase in workflow efficiency through training and resource allocation
  • TaskInvest in upgrading work-related equipment and software
  • TaskImplement ongoing skills training for all team members
  • TaskReassign tasks based on individual strengths and skills
  • KRElevate professional growth by implementing one educational seminar per department
  • TaskSelect suitable topics for each department's educational seminar
  • TaskSchedule the seminars for all departments
  • TaskIdentify industry experts to facilitate the seminars

8OKRs to enhance precision and productivity of tax and accounting operations

  • ObjectiveEnhance precision and productivity of tax and accounting operations
  • KRReduce bookkeeping errors by 20% through the introduction of automation software
  • TaskTrain employees to use the new software efficiently
  • TaskResearch and select suitable bookkeeping automation software
  • TaskImplement chosen automation system into daily operations
  • KRCondense tax computation time by 30% via process optimization
  • TaskImplement efficient tax software to streamline computations
  • TaskRegularly update tax computation best practices
  • TaskAllocate more resources to data compilation
  • KRAchieve 15% rise in overall productivity by training staff in new methodologies
  • TaskIdentify relevant training programs for new methodologies
  • TaskArrange and schedule training for staff members
  • TaskMonitor and assess improvements in productivity post-training
Tability

9OKRs to ensure completion of all account schedules and bank reconciliations

  • ObjectiveEnsure completion of all account schedules and bank reconciliations
  • KRSuccessfully complete and document all minor accounts' reconciliation by week 6
  • TaskReconcile discrepancies found in all reviewed accounts
  • TaskReview all minor accounts for outstanding discrepancies
  • TaskDocument results of reconciliation for all accounts
  • KRImplement a new system to track bi-weekly progress of bank reconciliations
  • TaskTrain staff on using the new system
  • TaskIdentify suitable software for tracking reconciliation progress
  • TaskInitiate regular bi-weekly update meetings
  • KRInitiate and finish 100% reconciliation of 10 major accounts within first 4 weeks
  • TaskBegin reconciling the discrepancies for each account
  • TaskIdentify the 10 major accounts requiring reconciliation
  • TaskComplete reconciliation process for all accounts

10OKRs to surpass annual operation plan and meet free cash flow target

  • ObjectiveSurpass annual operation plan and meet free cash flow target
  • KRImprove collections process to reduce accounts receivables by 15%
  • TaskImplement stricter credit control procedures
  • TaskEscalate overdue accounts faster
  • TaskStreamline invoice issuance and follow-up systems
  • KRIncrease sales revenue by 20% to boost free cash flow
  • TaskInnovate and introduce new revenue-generating services or products
  • TaskDevelop and implement aggressive marketing and sales strategies
  • TaskPrioritize upselling and cross-selling to current customers
  • KRCut operational expenses by 10% to ensure positive cash flow
  • TaskRenegotiate vendor contracts for better pricing
  • TaskIdentify areas of budget waste to mitigate unnecessary spending
  • TaskImplement cost-saving technology improvements

Account Manager OKR best practices

Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.

Here are a couple of best practices extracted from our OKR implementation guide 👇

Tip #1: Limit the number of key results

The #1 role of OKRs is to help you and your team focus on what really matters. Business-as-usual activities will still be happening, but you do not need to track your entire roadmap in the OKRs.

We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.

Tip #2: Commit to weekly OKR check-ins

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to get the full value of your OKRs and make your strategy agile – otherwise this is nothing more than a reporting exercise.

Being able to see trends for your key results will also keep yourself honest.

Tip #3: No more than 2 yellow statuses in a row

Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.

As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.

Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.

How to track your Account Manager OKRs

Quarterly OKRs should have weekly updates to get all the benefits from the framework. Reviewing progress periodically has several advantages:

  • It brings the goals back to the top of the mind
  • It will highlight poorly set OKRs
  • It will surface execution risks
  • It improves transparency and accountability

Spreadsheets are enough to get started. Then, once you need to scale you can use a proper OKR platform to make things easier.

A strategy map in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

If you're not yet set on a tool, you can check out the 5 best OKR tracking templates guide to find the best way to monitor progress during the quarter.

More Account Manager OKR templates

We have more templates to help you draft your team goals and OKRs.