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QRKTech

Digital coworker role · AI Account Manager

An AI account manager that shows up to every review with the evidence.

It researches quotes, builds quarterly decks and budget roadmaps, keeps contracts and renewals straight, and tells the account owner when a relationship needs attention. Pricing and commitments stay with your people.

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A day as AI Account Manager
  1. 08:15
    TeamsReceives a request to price a replacement.
    Observed
  2. 08:40
    TeamsReturns a draft quote with reasoning.
    Awaiting approval
  3. 10:30
    FilesBuilds next week’s quarterly review deck.
    Drafted
  4. 13:00
    BillingReconciles invoice lines against the contract.
    Derived
  5. 15:10
    TeamsAlerts the owner to a frustrated customer reply.
    Escalated

Illustrative day.

§ 01The job

What it does, day to day.

  1. 01

    Quote & proposal research

    Sizes the need from your records, compares similar customers, checks stock and specs, and drafts the recommendation with its reasoning.

  2. 02

    QBRs & account reviews

    Builds review decks and reports from live data on your template, with every number traceable to its source.

  3. 03

    Budgets & lifecycle roadmaps

    Produces 1-, 3-, and 5-year plans for hardware, projects, and recurring services in Excel and PDF.

  4. 04

    Contracts & renewals

    Tracks end, notice, and renewal dates separately and surfaces what’s coming up before it’s urgent.

  5. 05

    Invoice & billing reconciliation

    Compares what’s billed with what’s contracted and deployed, and reports differences with both sources attached.

  6. 06

    Relationship alerts

    Notices frustration, missed commitments, or urgent opportunities in ticket activity and alerts the assigned owner.

§ 02Control

You set the limits. We measure the return.

Waits for a person

  • Prices, discounts, and quote approval
  • Orders and agreement changes
  • Customer-facing messages
  • Changes to customer records

What we measure

  • Hours per quote or review
  • Renewals caught ahead of notice dates
  • Billing discrepancies found
  • Review decks delivered on time
§ 03Systems

Connects to the tools your team uses.

  • HaloPSA
  • ConnectWise
  • HubSpot
  • Salesforce
  • QuickBooks
  • N-able N-central
  • Microsoft 365
  • Excel & PowerPoint

Examples, not a fixed list. We build a connector scoped to exactly what this role needs, through an API, MCP server, command-line tool, or tested steps recorded from your team’s own workflow.

§ 04Case studies

See it on the job.

Managed IT · Account management

1 message

from “what should we quote?” to a reasoned draft

An AI account manager that does the research before you’ve finished asking

Read the case study
Insurance & financial servicesInsurance renewal coordinatorGets every renewal prepped before it’s urgent. It builds the packet from policy and loss data, drafts the comparison summary, and makes sure producers see each renewal well before the deadline.

Where this role fits

Other roles

§ 05FAQ

Common questions, answered.

Will an AI account manager talk to my customers?

Only if you want it to. Most teams start with a research and drafting assistant that never contacts customers. It hands drafts to the account owner, who decides what goes out.

How does it avoid making up prices or products?

It pulls items, quantities, and prices from your systems and labels anything it can’t verify as Unknown. It never approves its own quotes. A person approves pricing and commitments.

Can it build our QBR deck on our template?

Yes. It produces PowerPoint, Word, Excel, and PDF on your brand template. It renders every page to an image and checks the result before handing it over.

Next step

Hire your first AI Account Manager.

We’ll sit down with the people who do it, map the steps, and put a number on the time. If a digital coworker is the right tool, you’ll know what it would return before you commit. If it isn’t, we’ll say so.

Start a conversationor email [email protected]