Account Management | Moxo
Account Management Workflows

Orchestrate client excellence

Transform account management with intelligent service coordination that turns complex processes into streamlined experiences.
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Streamline your client service symphony

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.

From chaos to clarity

The old way

The Moxo way

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?
Can Moxo adapt to our existing service processes?
How does Moxo improve client response times?
How does Moxo work with our existing tech stack?