Account Representative Skills Assessment

Account Representative Skills Assessment

Assessment Details
Assessment Summary
An Account Representative is responsible for all client communications, including taking briefs, conducting brainstorming sessions, communicating results of campaigns and processing complaints or concerns. They will also manage the administrative side of our accounts and make outbound sales calls to generate leads. We off a competitive salary and bonus structure as well as benefits for the right candidate. These 10 questions will test the candidate’s communication, organization and ability to manage multiple accounts and clients.
Skills tested in this assessment
The skills tested in this assessment for an Account Representative include how organized they are, their ability to communicate with clients about campaign direction, deliverables and next steps, how they record transactions relating to client payments, how they generate and distribute invoices, and meet with clients to discuss future projects and campaigns.
What to test with this assessment
Their answers should demonstrate a mix of abilities from being able to confidently liaise with clients about project direction, invoice and follow up on payments and record keep between emails and files. They should be driven by the desire to offer great customer service and have a growth mindset.

About the Account Representative Skills Assessment

Want to hire the best Account Representative to help your business? Use our expert Account Representative skills test to hire the best person and never make another bad hire.

The role of an Account Representative is essential in forming and maintaining a strong line of communication between a company and its clients. They assist with any client issues or concerns, and also report data and results back to clients.

This Account Representative test assesses whether job candidates have all of the necessary skills to liaise with clients in a professional manner. This can include being able to communicate with all stakeholders, have extensive sales knowledge and being persistent.

Candidates who perform well on this Account Representative skills assessment will have all the technical skills to solve any client issue or problem that may arise. They will also have the necessary soft skills to communicate with all colleagues and clients in an effective way.


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Question Type



Question Type: Audio

You have just cold called a prospect and are yet to introduce yourself. They asked who you are and said they only have 2 minutes to talk before they go into a meeting. How do you pitch yourself/the product?
Question Type



Question Type: Video

You are on a zoom call with a potential new client. They are having issues with their current provider (your competition). They always underdeliver, are running late, and have jacked up the prices considerably over the past year. In a short video, show how you would respond (verbally and non verbally) to this client.
Question Type



Question Type: Text

You have been trying to reach Maree for 2 weeks due to an overdue invoice. You have called and left 2 messages on her mobile/direct line, but have not heard back. The invoice payment is now urgent as your finance team is threatening to pause their account if they do not pay. How do you manage this situation?

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