Learning path
Account Management
AI can handle the admin that stops you focusing on your clients.
Practical · Fully funded until August 2026 · 4 courses available for this role
Recommended for you
Courses suited to your role
Ranked by how relevant each course is to the Account Management function. Start with the highest-relevance courses for the fastest impact.
Responsible AI in Practice
Ethics, bias, intellectual property, and data protection in AI systems. Structured around the UK's AI regulatory framework and practical guidance for teams deploying AI tools in day-to-day work.
AI for Sales & Business Development
Prospecting, proposal writing, CRM enrichment, and pipeline reporting using AI tools. Focused on reducing the admin burden in a sales function without changing how clients are managed.
AI for Marketing Teams
How AI is changing paid media, content production, campaign reporting, and client strategy. Hands-on exercises using tools your team can start using immediately.
AI Fundamentals for Business
A practical introduction to what AI can and can't do in a business context. Covers large language models, automation, decision support, and common misconceptions. No technical background required — suitable for any role.
Progression
Your suggested learning path
Work through the three levels in order to build your AI knowledge systematically. Start at Step 1 and progress at your own pace.
Step 1 — Foundation
Build foundational AI literacy — understand what AI is, what it can do, and how to use it safely.
Step 2 — Practitioner
Apply AI tools to your specific function and build repeatable workflows that create measurable value.
Step 3 — Senior
Lead AI adoption strategically — governance, vendor evaluation, and organisation-wide transformation.
No senior-level courses matched for this role.
Outcomes
What you'll be able to do
Learning goals
- ✓Use AI tools to cut proposal and reporting time by 50% or more
- ✓Maintain client relationship quality while scaling account output
- ✓Build automated reporting workflows that stay accurate and on-brand
- ✓Use AI for client research and strategic account planning
- ✓Understand where AI assistance ends and human judgement must take over
How AI helps in this role
- →Draft client reports and proposals in a fraction of the time
- →Use AI to research client industries and prepare for meetings
- →Automate CRM updates and pipeline reporting
- →Summarise long client email threads and meeting notes quickly
- →Use AI to identify growth opportunities in account data
Curriculum
Topics worth exploring
Key AI subject areas that appear in the courses recommended for this role.
Subject areas
Typical responsibilities
- Managing client relationships and day-to-day account delivery
- Writing and presenting proposals, reports, and account plans
- Coordinating internal teams to deliver client projects
- Tracking account performance and reporting to clients
- Identifying upsell and growth opportunities within accounts
Get started
Ready to start?
All courses are fully funded by Coaley Peak until 31 August 2026 — there's no cost to you or your organisation.
Standard rate £650 + VAT per person per day after August 2026.
Document reference: ISO_webpage_training-role-account-management_v1
Last modified: 24 March 2026
Training Hub·By Role·Account Management