Your Mission
Account Managers in Process Intelligence own the commercial lifecycle—pipeline through renewal—by translating process diagnostics (Phase I foundations) into quantified value cases and governing adoption at scale (Phase II specialization). Trained in the T314M Academy, you move from process/data literacy to strategic account ownership, blending sales discipline with diagnostic fluency to lead enterprise engagements with measurable impact.
How Phase I Prepares You for the Account Manager Role
Each Phase I module builds foundational capabilities for value ownership, governance, and executive credibility.
Build diagnostic fluency for root-cause analysis
Master technical execution and platform operations
Translate insights into executive narratives
This role is engineered, not assumed. Phase I systematically builds the capability stack for strategic account ownership.
What Great Account Managers Do
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Build account growth plans with white-space maps, expansion roadmaps, and renewal risk scorecards
Create auditable value ledgers quantifying savings/growth tied to process improvements and automation ROI
Deliver persona-targeted executive demos following KPI → Root Cause → Action structure with live pivot capability
Design and operate Centers of Excellence with intake governance, prioritization logic, and rollout calendars
Orchestrate cross-functional alignment through stakeholder maps, decision matrices, and QBR governance
Core Responsibilities
Account Strategy & Growth Engine — pipeline plans, white-space analysis, expansion playbooks, renewal forecasts
Value Engineering & ROI Ledgers — quantified savings/growth models, auditable impact logs, executive summary decks
Executive Storytelling & Demos — persona-specific narratives, KPI diagnostic flow, boardroom-ready presentations
Adoption Governance & CoE Operations — intake queues, prioritization frameworks, rollout tracking, usage dashboards
Stakeholder Orchestration — sponsor alignment maps, cross-functional decision trees, partner co-delivery plans
Process Intelligence Expertise
The technical foundation that powers strategic impact
Core Foundation
Process Streams (Academy Phase I): O2C (DSO, late payments, dispute resolution), P2P (touchless rate, duplicate detection, baseline optimization), Inventory (throughput, WIP, cycle time)
Diagnostic Methods (Academy Phase I): Event log modeling, variant analysis, conformance checking, bottleneck identification, root-cause hypothesis trees
Value Quantification (Academy Phase II): Cost-to-serve, productivity gains, working capital optimization, risk reduction—measurable financial impact with audit trails
Strategic Application
Executive Communication (Academy Phase II): One-pagers, QBR packs, board-level decks with 'why now' framing and outcome evidence
Advanced Capabilities
Adoption & Change Management (Academy Phase II): Enablement journeys, usage analytics, governance cadence, renewal readiness scorecards
How Phase I Prepares You for the Account Manager Role
Each Phase I module builds foundational capabilities for value ownership, governance, and executive credibility.
Build diagnostic fluency for root-cause analysis
Master technical execution and platform operations
Translate insights into executive narratives
This role is engineered, not assumed. Phase I systematically builds the capability stack for strategic account ownership.
Outcomes & Success Metrics
Revenue Growth — ARR expansion rate, upsell/cross-sell conversion, net retention >110%, new logo acquisition
Time-to-Value — days to first diagnostic insight, weeks to first scaled outcome, onboarding velocity
Platform Adoption — weekly active users, process coverage %, feature utilization rate, engagement frequency
Value Realized & Audited — documented savings ($M), productivity gains (FTE hours), working capital released, ROI %
Executive Trust — sponsor NPS >8, QBR attendance rate, C-suite relationship depth, reference-ability score
A Day in the Life
Account health review: pipeline status, risk/white-space map, renewal forecast validation
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Who You Work With
Your collaboration network spans the entire organization
Sales/AE (pipeline), Value Engineering (ROI models), Customer Success (adoption), Solution Architects (technical design)
Executive sponsors, process owners, CoE leads, IT/Enterprise Architecture, data/analytics teams
System integrators, consulting firms for co-sell, co-delivery, and strategic account penetration
Required Skills
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