Job Search – Account Profile Template
The job search process is challenging and can become difficult if you don’t have a specific plan and systems in place to help you. Using a systematic approach with repeatable steps makes the process much easier and more efficient.
Once you’ve done a self-assessment to understand what your career goals are and have determined your job search goal, the next step in the job search process is to start researching potential employers. This task becomes easier if you have a template to follow. The purpose of an account profile template is to provide some structure for researching a potential employer in order to come up with a strategy for pursuing them. Using the same structure and process for each employer will make this process more efficient and effective.
The first step in the account planning process is to research the account. This will allow you to communicate to the account that you know your business and position your talents, skills and experience in the context of your business initiatives and priorities. This in itself will increase your chances of getting the job.
The second and most important step in the account planning process is to develop the account strategy and action plan. This will guide you through the job application process and allow you to work through the plan consistently. It will also help you recognize when the application process is stuck and when you need to take action to move to the next step. Ultimately, it will act as a pointer to keep you on track to get the job.
Finally, you will need to execute the plan. Having a plan in place will make it easier to move the potential employer through the hiring process. It will also help him gather the resources he needs to get the job. These resources include customizing your resume and cover letter to match the job requirements, lining up relevant references for the position you’re applying for, and gathering other information the employer may request. You will be able to be more proactive by gathering these resources and presenting them to the employer at the right time instead of reacting and waiting for the client to request the information.
The key to using this template is that you don’t need to follow it line by line. Only collect the information you will need to engage the employer and develop the account plan. Spending too much time researching the account is just as damaging as not spending enough time. You can always go back and collect any missing information when it becomes clear that you need it to move on to the next action item. Instead, don’t skip the research part or minimize it. You will need this to develop a successful account plan.
Some of the resources you’ll need are provided as hyperlinks within the account schedule template. There are many more available. As you discover additional resources, you may want to save them somewhere in the template.
account profile
The purpose of this section is to develop a general understanding of the account, the industry it is a part of, and its relative position in the industry. This information can be obtained from the company’s website, its annual report (if it is a public company), Wikipedia, and other sites such as Yahoo or Google. You can find information on smaller or private businesses on the Better Business Bureau website or on your local Chamber of Commerce website.
Overview (1-2 sentences describing the company)
industry and position
Years in business
Locations (where you are interested in working)
Annual revenue and trends (expansion, contraction, etc.)
Number of employees
Products and services they provide
Clients (key clients for them and with whom we can currently work)
Competition (Do you know any of them?)
finance
This section will help you understand how the business is doing and what actions you may be taking to improve its performance. Pay particular attention to which aspects of your financial performance you emphasize (income, income, cash flow, etc.). This will help you position SMS offers in a context that is meaningful to them. The sources of this information include the company’s financial reports and some of the sources mentioned in the previous section.
Statement of income
scale sheet
stock performance
Growing or shrinking?
initiatives
The information you discover in this part of the profile will help you discover what they focus on and what is important to the company. This will help you figure out who you should be targeting and what your message should be. For example, if the company is focused on growth, show how your services can help them achieve this goal. Sources for this information include financial publications such as BusinessWeek and industry-specific trade magazines.
Market initiatives (What do they say about how they approach the market?)
Financial Goals (Sales, Revenue, Profits, ROI, Shareholder Equity, etc.)
Corporate Culture (What is important to them?)
key individuals
Once you have completed the previous sections of the profile, you should have been able to identify who these people are. Also, you should be able to identify which of these you will need to target in your job search. If you don’t have contacts in the account, you may be able to take advantage of the contacts you do have who may know the people you’re trying to reach in the target account. This information is available on company websites, in financial reports, on social networking sites like LinkedIn or Plaxo, or simply by googling the person. Finally, you need to collect information about each of the people you plan to target, which you can use to personalize your message to them, mention them in your communication with them, or leverage to get in touch with them. You can use it to personalize your message to them, mention it in your communication with them, or take advantage of it to get in touch with them. Key people include:
executive officers
CEO
financial director
IOC
CTO
President
others
Board members
Human Resources Contacts
Hiring managers in the departments you are interested in working for