Account Manager Learning Path

Learn the skills needed to become a successful account manager.

Who is this learning path for?

This learning path is meant for a new Account Manager at a HubSpot agency partner. Typically, this individual is a hybrid role between client services and client strategist.

Account Managers have three main goals: delivering value to their clients through inbound marketing, creating a repeatable client delivery process that drives results and efficiency and lastly, retaining clients and keeping up high engagement. Sound like you? Great. That’s why we created this learning path - to help Account Managers reach these goals.

How do you use this learning path?

This learning path is meant to provide a starting point on how to use HubSpot Academy to help onboard you as an Account Manager. Here's some tips to get started:

  • Bookmark this webpage, you'll come back to it as you complete each course.
  • Review this learning path with your manager to ensure it aligns with your specific career path and set deadlines on when to complete each step.
  • Complete each of the courses listed below, in order. 

0.Take the Inbound Certification

 
The first step to driving client value is to be able to speak the same language. Start with the basics by taking the Inbound Certification.

What's in this course?
The Inbound Certification course covers the fundamentals of the inbound methodology. You'll learn how SEO, blogging, landing pages, lead nurturing, conversion analysis and reporting come together to form a modern inbound marketing strategy.

How long is it?
There's 12 on-demand classes, totaling 5 hours worth of content. After you watch the classes, you'll take a 60 question exam.

 

Start the Inbound course

0.Take the HubSpot Marketing Software Certification

 
The next step is all about technical product training. Learn how to use the HubSpot Marketing Software to drive real results for your clients.
 
What's in this course?
This certification course will teach you the inbound knowledge and technical skills you'll need to master inbound and the HubSpot software. Learn how to use HubSpot to execute an inbound marketing strategy that enables consistent and predictable demand for your clients.
 
How long is it?
There's 14 on-demand classes, for a total of 6.5 hours of video time. After you watch the videos, you'll take a 60 question exam and need to submit a practicum to prove your knowledge. 
 
Start the HubSpot Marketing Software course
 

0.Watch the Deliver classes in the HubSpot Agency Partner Certification

 
Now it's time to learn how to deliver inbound marketing services to your clients to drive real results.
 
What's in this course?
As an account manager, you'll want to focus on the four classes in the "Deliver" section of the HubSpot Agency Partner Certification. You'll learn about the fundamentals to delivering client success, how to onboard new clients, manage the client-agency relationships, and report ROI to your clients.
 
How long is it?
These four on-demand classes (Classes 10-13) total about 1.5 hours of video time.
 
Watch the Deliver classes in the HubSpot Agency Partner Certification
 
Note: This certification is only available to HubSpot Agency Partners.

0.Take the Delivering Client Success course

 
Now that you know the basics, take a deeper dive into driving client success.
 
What's in this course?
The Delivering Client Success course will help you improve your client delivery process. You'll learn how to complete a content audit, set goals, create a strategy plan, and demonstrate value to your clients. In addition to the on-demand videos, you’ll receive resources such as templates and questionnaires to help you put what you learn into practice.
 
How long is it?
The four course videos are a combined total of 55 minutes to watch on-demand. After you’ve completed the classes, take the 20 question exam to test your knowledge.
 
Start the Delivering Client Success course
 
Note: This course is only available to HubSpot Agency Partners.

0.Pick a speciality course

 
As an account manager, you not only provide strategic advice and build out marketing campaigns, but you're also responsible for managing and building long-term relationships with clients. You may also be at agency where you need to deliver on sales services, in addition to marketing services. At this point, you want to determine which is the next best learning option for you. Work with your manager to help determine which skills you want to improve on and find a training that helps you do this. To help, check out the suggestions below.
 
Level-up your inbound marketing strategy skills:

Level-up your inbound sales strategy skills:

Level-up your product skills:

You can see all available courses in HubSpot Academy here.