Account Management

Streamline your client service symphony

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Process precision

Orchestrate client touchpoints with automated service coordination and smart handoffs. Turn manual tasks into flowing digital experiences while maintaining the human touch.

Workflow intelligence

Design dynamic service flows that adapt to client needs and team capacity. Automate routine tasks and approvals while your team focuses on high-value client interactions.

Service visibility

Track every client interaction and process milestone in real-time with intuitive dashboards. Spot bottlenecks instantly and optimize service delivery with data-driven insights.

Seamless collaboration

Enable fluid teamwork across departments with contextual handoffs and shared process views. Keep everyone aligned on client priorities and next steps without constant meetings.

Assign roles with precision

Control is critical in any business process. With Moxo’s persona capabilities, decide who sees and does what. Assign roles and permissions with precision and tailor workflow actions accordingly.

Account Executive

Director of Customer Success

Operations

Customer Account Team

Account executive

Leads strategic account planning and oversees high-level client relationships while driving revenue growth objectives. Coordinates with internal teams to develop tailored solutions that align with client goals, maintains executive relationships and ensures account health through regular business reviews and strategic planning sessions. Identifies expansion opportunities and orchestrates resources to maximize account value and strengthen long-term partnerships.

Director of customer success

Develops and executes comprehensive account strategies while serving as the primary point of contact for strategic initiatives. Creates detailed account plans, monitors key performance indicators, and ensures service delivery aligns with client expectations. Facilitates cross-functional collaboration to drive client success, identify growth opportunities, and maintain strong relationships across all organizational levels.

Operations

Manages day-to-day workflow execution, coordinates internal resources, and ensures smooth operational delivery across all account activities. Maintains documentation, tracks deliverables, and streamlines processes to enhance efficiency while ensuring compliance with established protocols. Acts as the central point for operational communications and process optimization.

Customer account team

The client-side stakeholders who actively participate in the process. This typically includes project sponsors, department heads, and subject matter experts who provide requirements, review deliverables, grant approvals, and ensure the engagement aligns with their objectives.

Questions + answers

How does Moxo help reduce process fragmentation?

Moxo coordinates your client service processes into cohesive workflows, eliminating siloed communications and scattered tasks. Teams can orchestrate complex processes while maintaining clear visibility of progress and next steps.

Can Moxo adapt to our existing service processes?

Moxo's flexible workflow engine allows you to digitize your current processes while optimizing them for efficiency. You can start with your existing workflows and gradually enhance them based on performance data.

How does Moxo improve client response times?

By orchestrating service delivery and automating routine tasks, Moxo significantly reduces response times. Smart notifications and clear process ownership ensure nothing falls through the cracks.

How does Moxo work with our existing tech stack?

Moxo seamlessly connects with your essential business tools through robust APIs and pre-built integrations. This ensures smooth data flow between systems while enhancing your service orchestration capabilities.

Orchestrate client excellence