Reference

Concept Library

28 concise concept pages. Each has a short definition, a fuller explanation, an interview phrase, and — where it matters — a “don't say / say instead” swap.

Commerce concepts

Stack & platform patterns

Account-management concepts

CRM (Customer Relationship Management)Tier 2 · Should know

The system of record for customer relationships, pipeline, and account data — and the data foundation for AI-enabled account management.

Managed services / optimization retainersTier 2 · Should know

Ongoing, retained engagements to run, optimise, and continuously improve a live composable stack post-launch.

Account planningTier 1 · Know cold

The living strategic artifact: where we are in an account, where the realistic growth is, who decides, and the next moves.

QBR (Quarterly Business Review)Tier 1 · Know cold

A strategic, jointly-owned review of value delivered and next-quarter priorities — not a status report.

Land-and-expandTier 1 · Know cold

Win a focused, high-value initial engagement, prove value, then grow scope, service lines, and buying centres.

Stakeholder mapping & multi-threadingTier 1 · Know cold

Mapping the buying group by role and disposition, and maintaining relationships across many stakeholders, not one.

Forecast confidenceTier 1 · Know cold

Disciplined, category-based commitment of what will close, governed by coverage, weighting, and hygiene.

Account healthTier 1 · Know cold

A weighted composite score across value, delivery, and relationship that predicts renewal/expansion risk before it shows up.

AI next-best-actionTier 1 · Know cold

A shared, instrumented system that senses signals, recommends the next action, and executes routine work — a team capability, not a personal tool.

Account risk detectionTier 1 · Know cold

Early-warning signals — sponsor change, engagement decay, single-threading — that fire a save play before renewal.

Built for Darren O'Donoghue · Not affiliated with or endorsed by Orium · For private interview preparation only.