Account restructuring
ACCOUNT MANAGEMENT
Re-organization: account portfolios
Account management transitions begin December 2, 2024, as part of the “Trios” restructuring plan.
Key changes:
Accounts and portfolios reassigned.
New-team transitions completed by year-end.
Most clients will retain their existing Account Manager, now titled AE or CSM, to minimize disruption and maintain relationships.
Re-organization: titles and roles
Account executive (AE):
Builds client relationships, focuses on retention and growth, and oversees Client Travel Management Plans and Reviews.
Strategic consultant (SC):
Manages a portfolio like an AE but provides strategic services for large accounts, creating a new revenue stream.
Client success manager (CSM):
Manages AirPortal, drives new tech adoption, collaborates with Operations, and oversees client reporting.
Implementation and client services (ICS):
Manages implementation projects and small accounts.
Looking ahead
This restructuring improves collaboration with Operations through the trios, strengthening our ability to support and serve clients effectively.