15 customisable 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
While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own OKRs.
Feel free to explore our tools:
- Use our free OKR generator
- Use Tability, a complete platform to set and track OKRs and initiatives, including a GPT-4 powered goal generator
Our customisable 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!
1. OKRs to boost Overall Account Health
Boost Overall Account Health
Increase active account numbers by 20%
Implement a referral program to encourage current users to recruit others
Execute targeted marketing campaigns to attract potential users
Enhance user experience for higher customer satisfaction and retention
Reduce overdue balances by 30%
Enhance reminders and notices for due payments
Implement stricter payment deadlines and announce them clearly
Offer incentives for early or on-time payments
Align 90% of accounts with compliance standards
Arrange training on compliance standards for account management team
Implement necessary updates to align accounts with standards
Conduct individual reviews of existing accounts for compliance
2. OKRs to boost revenue by enhancing account management strategies
Boost revenue by enhancing account management strategies
Improve account profitability by reducing churn rate by 8%
Improve customer service responses and resolution time
Monitor customer interactions for potential churn signals
Implement customer loyalty programmes to encourage retention
Enable upselling opportunities by identifying 10% of existing accounts for expansion
Implement upselling strategies through targeted communication
Develop personalized upselling strategies for identified accounts
Analyze customer data to identify top 10% for potential account growth
Increase account renewals by 15% through improved client relationship strategies
Offer incentives for timely renewals
Implement frequent, personalized communication with existing clients
Develop and provide exclusive benefits for loyal customers
3. OKRs to streamline accounts receivable operations
Streamline accounts receivable operations
Increase collection rates by 25%
Implement an advanced collection management software system
Train staff on effective collection strategies
Incentivize timely payments with discounts
Reduce invoice processing time by 30%
Streamline invoice approval processes
Train staff on efficient invoice management
Implement automated invoice processing software
Decrease outstanding payments by 40%
Implement quicker invoice processing system
Review and update current payment follow-up procedures
Negotiate payment plans with delinquent customers
4. OKRs to enhance a culture emphasizing accountability, resourcefulness, and growth
Enhance a culture emphasizing accountability, resourcefulness, and growth
Improve individual team member accountability by 20% as measured by project completions
Implement a transparent tracking system for project progress
Encourage peer reviews upon project completion
Set clear personal deadlines for individual tasks
Achieve a 25% increase in workflow efficiency through training and resource allocation
Invest in upgrading work-related equipment and software
Implement ongoing skills training for all team members
Reassign tasks based on individual strengths and skills
Elevate professional growth by implementing one educational seminar per department
Select suitable topics for each department's educational seminar
Schedule the seminars for all departments
Identify industry experts to facilitate the seminars
5. OKRs to enhance precision and productivity of tax and accounting operations
Enhance precision and productivity of tax and accounting operations
Reduce bookkeeping errors by 20% through the introduction of automation software
Train employees to use the new software efficiently
Research and select suitable bookkeeping automation software
Implement chosen automation system into daily operations
Condense tax computation time by 30% via process optimization
Implement efficient tax software to streamline computations
Regularly update tax computation best practices
Allocate more resources to data compilation
Achieve 15% rise in overall productivity by training staff in new methodologies
Identify relevant training programs for new methodologies
Arrange and schedule training for staff members
Monitor and assess improvements in productivity post-training
6. OKRs to ensure completion of all account schedules and bank reconciliations
Ensure completion of all account schedules and bank reconciliations
Successfully complete and document all minor accounts' reconciliation by week 6
Reconcile discrepancies found in all reviewed accounts
Review all minor accounts for outstanding discrepancies
Document results of reconciliation for all accounts
Implement a new system to track bi-weekly progress of bank reconciliations
Train staff on using the new system
Identify suitable software for tracking reconciliation progress
Initiate regular bi-weekly update meetings
Initiate and finish 100% reconciliation of 10 major accounts within first 4 weeks
Begin reconciling the discrepancies for each account
Identify the 10 major accounts requiring reconciliation
Complete reconciliation process for all accounts
7. OKRs to implement effective annual success plans
Implement effective annual success plans
Get 80% positive feedback on implemented success plans from account holders
Regularly solicit feedback on the success plan from account holders
Adjust and improve the success plan based on the collected feedback
Implement a robust, customer-focused success plan for account holders
Establish rapport with 10 unique strategic account drivers
Initiate contact, introduce self, and establish connection
Identify and research 10 key strategic account drivers
Maintain regular communication and demonstrate understanding of their business needs
Develop and solidify 5 long-term strategies for major accounts
Identify top 5 major accounts needing strategic development
Regularly review and revise strategies to assure ongoing effectiveness
Establish strategies focusing on long-term client growth and retention
8. OKRs to minimize overdue 90-day balances
Minimize overdue 90-day balances
Improve the efficiency of the collection process to shorten payment durations by 20%
Implement automated reminders for pending payments
Apply a standardized collection process across all departments
Offer incentives for early payment to clients
Implement a 25% increase in debt recovery from the first month of operations
Monitor and adjust strategies as needed
Identify key areas causing low debt recovery rates
Develop and implement enhanced debt recovery strategies
Decrease the total number of 90-day balance accounts by 35%
Introduce incentives for early or on-time payments
Implement stricter criteria for granting credit accounts
Analyze account payment patterns to identify consistent delays
9. OKRs to increase account expansion by securing contract renewals for 90% of existing clients
Achieve a high rate of contract renewals for existing clients
Increase customer satisfaction rates by 15% via feedback surveys
Improve account management processes to reduce churn by 10%
Outperform monthly revenue targets by 20% to upsell and cross-sell
Launch a customer referral program to generate 30% new business from existing clients
10. OKRs to enhance organization skills for efficient billing management
Enhance organization skills for efficient billing management
Complete an advanced course in financial software systems for improved proficiency
Research suitable advanced courses in financial software systems
Enroll in the selected advanced financial software course
Regularly study and complete coursework to enhance proficiency
Organize weekly review meetings to monitor progress and identify areas of improvement
Schedule weekly meetings with team for progress evaluation
Design frameworks to monitor project advancements
Establish metrics to identify improvement areas
Implement a digital billing system to reduce processing errors by 30%
Research and select appropriate digital billing system software
Closely monitor error rates and make adjustments accordingly
Train accounting staff on new billing system
11. OKRs to improve invoice processing and payment efficiency
Improve invoice processing and payment efficiency
Increase on-time payments by 30%
Offer incentives for early or on-time payments
Implement reminders for due payments through email or texts
Improve payment platforms for easier transactions
Reduce invoice processing errors by 20%
Regularly review and audit processed invoices
Train staff thoroughly on proper invoice processing
Implement a reliable automated invoice processing system
Reduce average invoice processing time by 15%
Regularly review and improve invoicing processes
Train staff on efficient invoice handling procedures
Implement automated invoice processing software
12. OKRs to enhance account growth and customer retention
Enhance account growth and customer retention
Increase customer base by 20% by introducing two new promotion strategies
Develop, and finalize plans for two strategic promotions
Track and analyze the promotion's response rates
Implement the promotions across all pertinent channels
Invigorate account activity by 15% through the implementation of new user engagement tactics
Develop new features to enhance user engagement on platform
Initiate user-focused campaigns promoting platform usage
Implement a reward system to stimulate account activity
Achieve a 10% reduction in customer churn through improved product offerings
Analyze customer feedback to identify issues with current offerings
Develop improved, competitive product or service features
Implement targeted marketing campaign for revamped offerings
13. OKRs to increase sales and profitability for sellers in the next quarter
Increase sales and profitability for sellers in the next quarter
Increase the number of new customers acquired by sellers by 20%
Enhance customer referral program to incentivize existing customers to refer new buyers
Develop and implement targeted marketing campaigns to attract new potential customers
Analyze and optimize online presence to increase visibility and attract new customers
Improve sales training program to enhance sellers' prospecting and customer acquisition skills
Achieve a 10% increase in average order value per customer
Analyze customer preferences and identify potential products to upsell
Train sales team to effectively communicate and emphasize the value of additional products
Improve website design and layout to promote cross-selling and product bundling
Implement targeted promotions and discounts to encourage higher order values
Implement and optimize targeted marketing campaigns resulting in 15% higher conversion rates
Continuously test and refine marketing strategies to achieve 15% higher conversion rates
Conduct market research to identify target audience and their preferences
Utilize data analytics to measure campaign effectiveness and make necessary adjustments
Create personalized and tailored content for each target segment
Improve seller satisfaction rating to an average of 4.5 out of 5
Implement a feedback system to gather seller ratings and reviews regularly
Provide comprehensive seller training programs to enhance product knowledge and customer service skills
Analyze seller feedback data to identify recurring issues and proactively resolve them to improve satisfaction
Assign dedicated account managers to build stronger relationships and address seller concerns promptly
14. OKRs to attain zero-error perfection in journal entry bookkeeping
Attain zero-error perfection in journal entry bookkeeping
Implement a new, rigorous 3-step review process by end of next month
Train staff on the new process
Roll out new review process company-wide
Develop criteria for 3-step review process
Reduce bookkeeping errors by 25% each subsequent month until errors reach 0
Use reliable, efficient bookkeeping software
Provide regular training on meticulous record-keeping
Implement a thorough double-checking process for all entries
Complete an advanced bookkeeping course to boost understanding and accuracy
Consistently attend classes and complete course assignments
Research suitable advanced bookkeeping courses online
Enroll in chosen advanced bookkeeping course
15. OKRs to within budget
Maintain expenses within budget
Achieve 90% accuracy in budget forecasting
Increase departmental efficiency by 15%
Decrease variable expenses by 10%
Implement cost-cutting initiatives resulting in a 5% reduction in fixed expenses
Account Manager OKR best practices to boost success
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.
![Tability Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/tability-insights-board.e70f9466.png)
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.
![Tability Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/checkins-graph.b2aec458.png)
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 turn your Account Manager OKRs in a strategy map
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 Tability](https://tability-templates-v2.vercel.app/_next/static/media/tability_strategy_map.2ad25843.png)
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.
OKRs to enhance inter-team collaboration and knowledge transfer
OKRs to amplify efficiency and scalability of Business Operations' internal processes
OKRs to develop multi-purpose product integration documents
OKRs to strengthen revenue streams for Flying Training Academy
OKRs to implement the new onboarding program to speed up deal closure time
OKRs to streamline the company's recruitment process
OKRs resources
Here are a list of resources to help you adopt the Objectives and Key Results framework.
- To learn: What is the meaning of OKRs
- Blog posts: ODT Blog
- Success metrics: KPIs examples
Create more examples in our app
You can use Tability to create OKRs with AI – and keep yourself accountable 👀
Tability is a unique goal-tracking platform built to save hours at work and help teams stay on top of their goals.
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