Orion, Your Chief of Staff

It's Monday morning. Your account manager, Sarah, opens her calendar and sees three QBRs scheduled for the week. She knows what's coming: 8+ hours of prep work per meeting. Pulling usage stats from three different dashboards. Combing through support tickets. Building slide decks from scratch. Identifying upsell opportunities. Flagging churn risks.

By the time she's actually in the meeting, she's exhausted, and she still doesn't have all the answers when customers ask follow-up questions. "I'll get back to you on that" becomes her default response.

Now multiply this across your entire CS team. You've grown from 300 to 3,000 accounts. Congratulations! But here's the problem: your AMs can't scale with you. Each one is drowning in 50-100 accounts. The math is brutal: scaling your customer base 10x means hiring 10x more AMs, or watching your service quality collapse.

There has to be a better way.

What if Every AM Had a Chief of Staff?

Imagine if Sarah had someone working behind the scenes: pulling all her data, building her decks, flagging risks, and surfacing opportunities before every meeting. Not just for her biggest accounts, but for all of them.

That's exactly what Orion does.

Orion is an AI-powered virtual chief of staff that automates the grunt work of customer success, so your AMs can focus on what they do best: building relationships and driving outcomes.

How It Works

Before the meeting: When Sarah schedules a QBR with Acme Corp, Orion automatically springs into action. It monitors her calendar, pulls usage data from Google Cloud, and generates a complete meeting brief. By the time Sarah sits down to prep, she has:

• A 10-slide QBR deck with usage trends and key metrics
• A churn risk alert (Acme's login activity dropped 40% last month)
• An upsell recommendation (Acme fits the profile for the enterprise tier)

What used to take 8 hours now takes 30 minutes.

During the meeting: Sarah's not just reading from a static deck. When the customer asks, "How does our usage compare to similar companies?" she can ask Orion in real-time and get an answer instantly. No more "I'll get back to you." She's in full command of the conversation, with insights at her fingertips.

The result: Sarah now handles 200+ accounts instead of 50. Prep time drops by 80%. And because she's armed with better data and proactive alerts, she's closing 25% more upsells and reducing churn by 15%.

Who This Is For

Orion integrates with your existing tech stack: Google Workspace (Calendar, Drive, Meet), Snowflake, dbt, BigQuery, Power BI, and more. It's the AI layer that sits on top of your data sources, making it the perfect solution for customer success teams at:

• B2B SaaS companies scaling their customer base
• Marketplaces managing thousands of recurring relationships
• Any business where customer retention and expansion are critical

If you're trying to scale from hundreds to thousands of accounts without proportionally scaling headcount, Orion is built for you.

Real Results

A mid-market SaaS platform deployed Orion across their CS team as they scaled from 300 to 3,000+ accounts. Here's what happened:

• Each AM went from managing 50 accounts to 200+ accounts
• Weekly QBR prep dropped from 8 hours to 30 minutes
• Churn decreased by 15%
• Upsell conversion increased by 25%

They didn't hire 10x more AMs. They gave their existing team superpowers.

The Bottom Line

Scaling customer success doesn't have to mean scaling headcount 1:1. With Orion acting as a virtual chief of staff for every account manager, your team can handle 3x more accounts with 80% less prep time, while actually improving customer outcomes.

Because at the end of the day, your AMs shouldn't be spending their time building decks and pulling reports. They should be in front of customers, driving value.

Ready to give your CS team their own chief of staff? Let's talk about how Orion can help you scale.