Every account covered. Growth in motion
Your always-on Digital Worker for account management, managed and supervised by RevSure.
Every account covered, every week
A Digital Account Manager is a role, run by AI, not another tool your account team has to operate. It owns the repeatable jobs of account management: monitoring account health and risk, mapping stakeholders, keeping account plans current, preparing QBRs, MBRs and EBRs, running renewals, finding expansion whitespace, tracking SLAs and contracts, forecasting account revenue, and following up after every meeting. Your account managers keep the relationships, negotiations and executive conversations; RevSure manages the Digital Account Manager day to day, and every output is RevSure Assured.
Your account managers are spread across too many accounts to see them all
Most AMs deeply manage their top five accounts and react to the rest. Risk, whitespace and renewal dates live in different systems, so the accounts that need attention are usually found after it is too late.
Surprise churn
Usage dips, SLA breaches and a departed champion show up in separate tools, then get connected at renewal instead of before.
Single-threaded accounts
One relationship holds the account. When that person moves on, the renewal and expansion go with them.
Review prep eats the quarter
QBR, MBR and EBR decks take days of pulling KPIs, SLA reports and usage data by hand.
Whitespace goes unworked
New business units, service lines and LOBs stay untouched because nobody has time to map them.
Set account strategy and commercial guardrails · approve pricing, proposals and escalations · run executive conversations
Operates and tunes the workstream day to day and owns completion and quality.
Managed and Assured by RevSure
A Digital Account Manager never runs unsupervised. It is not your team’s job to supervise it.
Your account leader and AMs set strategy and approve commercial decisions. RevSure’s own GTM engineers manage the Digital Account Manager day to day and are accountable for the completion and quality of its work.
What is inside a Digital Account Manager?
A complete execution stack, not a single agent. Your account leader and AMs set strategy, define guardrails, approve commercial decisions and own relationships. Everything beneath that is orchestrated agents, skills, tools, intelligence and connected data, run and tuned by RevSure.
Set strategy · define guardrails · approve pricing and proposals · own executive relationships
Monitor health → map relationships → plan → prepare review → detect risk or whitespace → propose renewal / expansion → follow up → forecast
Account Health & Risk · Relationship Mapping · Account Planning · Business Review · Renewal Orchestration · Whitespace & Expansion · Delivery & SLA Performance · Commercial & Contract · Account Forecast · Engagement & Next Best Action
Health scoring · Buying-group mapping · Account research · Value storytelling · Re-pricing scenarios · Whitespace analysis · SLA scorecarding · Contract summarization · Risk-adjusted forecasting · Meeting summarization
Get account expansion signals · Get engagement signals · Get account contacts · Get meetings · Get web signals · Opportunity details · Get renewal & expansion rates · Pipeline health · CRM / CLM / billing actions
Account health · Churn & contraction risk · Expansion propensity · Buying-group coverage · Sentiment & momentum · MEDDPICC gaps · SLA attainment · Consumption & volume trends · Job changes · Company news
CRM · Conversations & chat · Email / calendar · Product usage · Support / ITSM · PSA · Contact-center & WFM · CPQ / CLM · Billing / ERP · Data warehouse
Every repeatable job your account management function owns
Each job is a durable body of work with a defined SLA, an agent that runs it, and the judgment that stays with your account managers.
| Job / workstream | Jobs to be done | Key deliverables | SLA | Automatable | Human role retained |
|---|---|---|---|---|---|
| Account Health & Risk Monitoring | Monitor usage, delivery, sentiment, support, stakeholder and commercial signals; flag churn or contraction risk with a recommended save play. | Health score · risk alerts · save-play brief | Risk alert <24h after signal | 90% | Executive escalations and save negotiations |
| Stakeholder & Relationship Mapping | Map decision makers, champions, detractors and org changes; detect job changes and single-threaded accounts. | Relationship map · coverage gaps · multithreading plan | Job change flagged <48h | 85% | Executive relationships and trust-building |
| Strategic Account Planning | Build and maintain living account plans with customer goals, initiatives, whitespace, risks and mutual action plans. | Living account plan · mutual action plan | Updated <24h after material change | 80% | Account strategy and customer priorities |
| Business Review Prep (QBR / MBR / EBR) | Assemble value delivered, KPI and SLA performance, roadmap and asks into a review deck and narrative. | Review deck · value/ROI summary · talk track | Draft 5 business days before review | 85% | Presenting, executive dialogue and negotiation |
| Renewal Management | Track term dates, run renewal-readiness checks, model re-pricing scenarios and orchestrate renewal stakeholders. | Renewal readiness score · renewal plan · proposal draft | Plan ready 120 days before term end | 80% | Pricing decisions and contract negotiation |
| Expansion & Whitespace Discovery | Find upsell, cross-sell, new business units, service lines, lines of business, geographies and seat or consumption growth. | Whitespace map · expansion opportunities · pitch brief | Opportunity surfaced <48h after signal | 85% | Commercial judgment and executive sponsorship |
| Delivery & SLA Performance Monitoring | Track contracted KPIs and SLAs including uptime, CSAT, AHT, FCR, QA, milestones and utilization; flag breaches and draft corrective actions. | SLA scorecard · breach alerts · corrective-action brief | Breach flagged same business day | 90% | Delivery escalations and remediation commitments |
| Commercial & Contract Management | Track SOWs, MSAs, change orders, consumption and true-ups, rate cards and billing exceptions; draft amendments. | Contract summary · change-order and true-up drafts · billing exceptions | Change-order draft <2 business days | 75% | Legal and commercial approval, signature |
| Account Forecasting | Forecast renewal, expansion and consumption or volume revenue per account with risk-adjusted confidence. | Account forecast · commit / best case · variance notes | Refreshed weekly before forecast call | 85% | Forecast calls and final commit |
| Customer Engagement & Follow-up | Summarize meetings, draft recaps and follow-ups, track commitments on both sides and recommend the next best action. | Meeting recap · follow-up drafts · commitment tracker | Recap <2h after meeting | 90% | Tone-sensitive communications and relationship calls |
“Automatable” is the illustrative share of recurring work technically executable by agents. It is capacity released back to your account managers for relationships and commercial work, not headcount removed.
From account signal to renewal, expansion and outcome
RevSure orchestrates the complete account-management workstream across data, intelligence, decisions and execution. The agent is a component; the workstream is what your team actually gets.
Sense
Product usage · SLA and delivery data · conversations · support · contract dates · job changes · company news
Understand
Account health · relationship map · whitespace · renewal readiness · consumption trend
Decide
Save play or expansion play · review agenda · pricing scenario · next-best action
Execute
Account plans, review decks, proposals, change orders, recaps and CRM updates
Learn & optimize
GRR · NRR · expansion win rate · forecast accuracy · SLA attainment
What you buy: platform + embedded pod + workstream SLA
A continuously operated Digital Account Manager capability, not software plus implementation plus your team’s labor.
RevSure platform
Unified GTM and account context · conversation, delivery and contract intelligence · agents + orchestration · bi-directional CRM and system integrations · governance + measurement
Embedded GTM pod
GTM engineer · AI/solutions engineer · data + ops specialists · continuous tuning of health models, plays and review templates. The people who review every output before it ships
Human quality, assuredWorkstream SLA
Defined scope + deliverables · baseline + target KPIs for GRR, NRR, renewal readiness, review on-time rate and forecast accuracy · operating cadence · human approvals
RevSure AssuredWhat your account management team gets
Higher retention and more expansion across the whole book, without adding another system your AMs must log into.
No surprise renewals
Every renewal has a readiness score and a plan months ahead, with risks surfaced while there is time to act.
More expansion
Whitespace across products, service lines, LOBs and geographies is mapped and turned into ready-to-pitch plays.
Multithreaded accounts
Relationship maps and job-change alerts keep each account covered beyond a single champion.
Reviews ready on time
QBR, MBR and EBR packs arrive drafted with value, KPIs and SLA performance already assembled.
Larger books, same depth
Each AM covers more accounts without losing the attention strategic accounts need.
A forecast you can defend
Renewal, expansion and volume roll up per account with the evidence behind every number.
The primitives a durable Digital Account Manager requires
The platform already contains what it takes to deliver a Digital Account Manager. It does not need to be bolted together per customer.
Unified account context
Accounts, contacts, opportunities, contracts, buying groups and engagement resolved into one graph.
Conversation intelligence
Meeting and chat signals including sentiment, objections, MEDDPICC gaps and momentum attached to every account.
Agent infrastructure
Pre-built agents, a Skills Hub, MCP tools and orchestration with writebacks to your systems.
GTM engineering
Process redesign, data and integration work, agent operations, ongoing tuning and governance.
Cross-functional foundation
The same context layer used by your Digital SDR, ABM, RevOps and customer growth workers.
Outcome accountability
A defined workstream, shared KPIs, operating cadence and measurable retention and growth outcomes.
Questions, answered
What is a Digital Account Manager?
A Digital Account Manager is an AI-driven role that owns the repeatable jobs of account management: account health and risk monitoring, stakeholder and relationship mapping, strategic account planning, QBR/MBR/EBR preparation, renewal management, expansion and whitespace discovery, delivery and SLA performance monitoring, commercial and contract management, account forecasting, and meeting follow-up. It coordinates ten specialized agents against one shared GTM context layer.
Who manages the Digital Account Manager?
RevSure does. Your account management leader and account managers set account strategy, commercial guardrails and approval rules. RevSure’s embedded GTM engineers operate the Digital Account Manager day to day, tune its agents and workflows, and are accountable for the completion and quality of the work it delivers.
What is RevSure Assured?
RevSure Assured is the quality standard applied to every Digital Account Manager output. RevSure’s GTM engineers review health alerts, account plans, review decks, renewal proposals and forecasts against defined quality standards before they count as done.
Does a Digital Account Manager replace my account managers?
No. Your account managers keep executive relationships, negotiations, pricing decisions, escalations and the live conversations that build trust. The Digital Account Manager owns the repeatable operating work underneath the role, so each account manager can cover more accounts and cover them more deeply.
Which industries is a Digital Account Manager built for?
Any B2B business whose revenue depends on renewing and growing long-running accounts. It is configured for subscription and usage-based businesses, project and SOW-based businesses, and SLA-governed services according to their signals, contracts and KPIs.
How is a Digital Account Manager different from a Digital Customer Growth Manager?
A Digital Customer Growth Manager is oriented to customer success at scale across the broad customer base. A Digital Account Manager is oriented to the commercial relationship on named strategic accounts, including account plans, executive relationships, renewals and re-pricing, contracts, SLA governance and account-level forecasting.
Put a Digital Account Manager into production
Start with account health and renewal readiness, or business review prep. Prove it. Then expand. Implementation is included.