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Customer success or account manager

9 processes in this role

Customer success and account managers onboard clients, report results and keep them renewing. Bain's retention research shows small gains in retention move profit a lot, so the relationship time matters. The entries below automate the checklists and reports around that relationship, not the relationship itself.

O*NET occupations: Customer Service Representatives (43-4051.00). The scenarios below add up to 50 hours a week, but they describe different businesses, so do not add them for your own.

Process	Automatable today	Hours back / week
Shared inbox triage Mostly.	76%	10
Client reporting Largely.	66%	6
Shift handover reports Largely.	67%	5.5
Client onboarding Partly, and the automatable part is the part clients notice most.	55%	5.5
Onboarding document collection Mostly.	74%	5.5
Customer welcome sequences Largely.	69%	5.5
Review requests Yes, mostly.	72%	4.5
Sales to delivery handoff Largely.	58%	4
Failed payment recovery Largely.	64%	3.5