Role-specific. Annual pricing. Anyone on the team can ping it.
A custom-built AI account manager that lives in your team's Slack. Tracks expansion signals, drafts renewal proposals, watches usage for upsell triggers, and prepares your AMs for every customer call. Trained on your accounts, your pricing, and your book strategy.
The expansion and renewal work that falls through the cracks, handled.
Watches seat growth, feature usage, and product engagement for upsell triggers.
Pulls usage, expansion, and milestone data into a renewal pitch with suggested ARR uplift.
Pre-call briefs on accounts — what changed since last meeting, what to ask, what to push.
Pings when an account hits a usage threshold or asks about a feature on a higher tier.
Logs notes from calls, updates account stage, sets the next-step task.
On-demand summary of your book — total ARR, expansion pipeline, renewal calendar, at-risk accounts.
An Account Manager fellow is not a renewal reminder with a Slack notification. It is custom-built around your book. We start by scoping the role with you — your pricing tiers, your expansion triggers, your renewal playbook, your account segmentation, and the way your AMs talk to customers.
By the time Reese joins your Slack, it knows which accounts are on which tier and what features they are not using yet. It knows that when an account hits 80% of their seat cap, that is the expansion conversation. It knows which accounts renewed flat last year and which ones expanded.
The platform alerts on defaults. Reese knows when to push — which accounts have the usage, the budget signal, and the timing for an expansion pitch.
The platform alerts. The fellow knows when to push.
Deep, role-specific integrations. Not 3,000 shallow ones.
CRM
Billing
Product Analytics
CS Platforms
Communication
Calendar
Notes / Call Recording
Need a tool not listed? Tell us during scoping.
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Casey (Sales fellow) works new logos. Reese (Account Manager fellow) works the existing book — renewals, expansions, upsells. Sage (CS fellow) keeps accounts healthy. Three fellows, three jobs, zero overlap.
Some teams start with one and add the others as the revenue motion matures.
Each Account Manager fellow is on a custom annual plan based on book size and complexity. Predictable annual price. No per-account or per-renewal meters.
Get pricing for an Account Manager fellowSage (CS fellow) focuses on account health, retention, and the human relationship. Reese (Account Manager fellow) focuses on revenue motions inside the existing book — renewals, expansions, upsells. Some teams have one person doing both jobs; the fellows are split for teams that separate them.
No. Reese drafts; AMs review and send. Renewal pricing is a human call.
Yes — based on usage, sentiment, expansion signals, and historical patterns. Probability is a guide, not a guarantee. Verify before forecasting externally.
It drafts proposals and surfaces the data. Negotiation stays human — that's where AM relationships earn their seat.
Tell us about your book. We will scope the fellow and have it in your Slack in about a week.