6 customisable OKR examples for Accounts Manager

What are Accounts 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 Accounts 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 Accounts 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:

Our customisable Accounts Manager OKRs examples

We've added many examples of Accounts Manager Objectives and Key Results, but we did not stop there. Understanding the difference between OKRs and projects is important, so we also added examples of strategic initiatives that relate to the OKRs.

Hope you'll find this helpful!

1OKRs to streamline accounts receivable operations

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

2OKRs to ensure completion of all account schedules and bank reconciliations

  • ObjectiveEnsure completion of all account schedules and bank reconciliations
  • Key ResultSuccessfully 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
  • Key ResultImplement 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
  • Key ResultInitiate 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

3OKRs to minimize overdue 90-day balances

  • ObjectiveMinimize overdue 90-day balances
  • Key ResultImprove the efficiency of the collection process to shorten payment durations by 20%
  • TaskImplement automated reminders for pending payments
  • TaskApply a standardized collection process across all departments
  • TaskOffer incentives for early payment to clients
  • Key ResultImplement a 25% increase in debt recovery from the first month of operations
  • TaskMonitor and adjust strategies as needed
  • TaskIdentify key areas causing low debt recovery rates
  • TaskDevelop and implement enhanced debt recovery strategies
  • Key ResultDecrease the total number of 90-day balance accounts by 35%
  • TaskIntroduce incentives for early or on-time payments
  • TaskImplement stricter criteria for granting credit accounts
  • TaskAnalyze account payment patterns to identify consistent delays

4OKRs to improve invoice processing and payment efficiency

  • ObjectiveImprove invoice processing and payment efficiency
  • Key ResultIncrease on-time payments by 30%
  • TaskOffer incentives for early or on-time payments
  • TaskImplement reminders for due payments through email or texts
  • TaskImprove payment platforms for easier transactions
  • Key ResultReduce invoice processing errors by 20%
  • TaskRegularly review and audit processed invoices
  • TaskTrain staff thoroughly on proper invoice processing
  • TaskImplement a reliable automated invoice processing system
  • Key ResultReduce average invoice processing time by 15%
  • TaskRegularly review and improve invoicing processes
  • TaskTrain staff on efficient invoice handling procedures
  • TaskImplement automated invoice processing software

5OKRs to strengthen relationships with key accounts and identifying opportunities for growth

  • ObjectiveIncrease revenue through strategic account management
  • Key ResultDevelop and execute personalized account plans for top 3 accounts
  • Key ResultConduct 5 in-person meetings with key accounts to strengthen relationships
  • Key ResultIdentify 3 new growth opportunities within key accounts
  • Key ResultIncrease key account revenue by 10% through cross-selling and upselling

6OKRs to grow revenue from existing accounts through upselling and cross-selling initiatives

  • ObjectiveIncrease revenue from existing accounts through upselling and cross-selling
  • Key ResultAchieve a 15% increase in revenue from cross-selling
  • Key ResultConduct at least 3 effective cross-selling presentations per month
  • Key ResultAchieve a 10% increase in revenue from upselling
  • Key ResultSecure repeat business from 80% of existing clients

Accounts 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

Having too many OKRs is the #1 mistake that teams make when adopting the framework. The problem with tracking too many competing goals is that it will be hard for your team to know what really matters.

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 DashboardTability's audit dashboard will highlight opportunities to improve OKRs

Tip #2: Commit to weekly OKR check-ins

Setting good goals can be challenging, but without regular check-ins, your team will struggle to make progress. We recommend that you track your OKRs weekly to get the full benefits from the framework.

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

Tability Insights DashboardTability's check-ins will save you hours and increase transparency

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 Accounts Manager OKRs in a strategy map

Your quarterly OKRs should be tracked weekly in order to get all the benefits of the OKRs 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 Accounts Manager OKR templates

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

OKRs resources

Here are a list of resources to help you adopt the Objectives and Key Results framework.

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.

Signup1 Create your workspace
Signup2 Build plans in seconds with AI
Signup3Track your progress
Quick nav