What role does the relationship manager play in the automation process?

The role of the relationship manager in the automation process is primarily to act as a facilitator who receives data generated by automated processes for further actions. This position is key in ensuring that the outputs from the automation, such as customer interactions or data insights, are appropriately addressed and followed up on. By receiving and managing this data, the relationship manager can enhance customer relations and strategically address ongoing business needs based on the insights gained from automation.

While configuring bot settings and developing automation scripts are essential tasks within the automation lifecycle, these responsibilities typically fall under the expertise of technical staff, like RPA developers. Additionally, managing CRM accounts, while related to customer relationship management, does not directly involve the automation process itself but rather the administration and organization of customer data within a system. Thus, the relationship manager's role in receiving data is pivotal, as it links the automated processes to actionable outcomes and ensures that the insights derived from automation translate into effective customer engagement and operational efficiency.