Free Email Template

Account manager transition email template

Use this customizable email template to announce to a customer that you’re transitioning to a new role.

Subject line: Important update

Hi {{ Name }},

I have some exciting news to share with you. After {{ Period }} working together, I will be transitioning to a new role at {{ Your Company }}.

But don’t worry, you’re in great hands! Starting {{ Date }}, {{ New account manager }} will be stepping in as your new account manager.

{{ New account manager }} has a strong background in {{ Brief presentation of experience relevant to the customer and their industry }}, and I’m confident they’ll be a great fit to support {{ Company }} moving forward.

Over the next few weeks, we will be working closely together to ensure a smooth transition and continuity in your projects.

I’d like to schedule an introductory call to get you two acquainted. Would you be available on {{ Date #1 }} or {{ Date #2 }}?

This would be a good opportunity for you to discuss any ongoing projects and outline your goals with {{ New account manager }}.

It has been my great pleasure working with you, and I wanted to thank you for your trust over the past {{ Period }}. Please rest assured that I will remain involved until {{ New account manager }} is fully up to speed.

In the meantime, if you have any questions or need assistance, feel free to reach out to me at {{ Your Phone Number }}, or start getting to know {{ New account manager }} by contacting them directly at {{ Contact Information }}.

Best,

{{ Signature }}

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