Smartsheet Technical Account Manager

Your 24/7 technical and solutions expert

Expert help when you need it.

Your business runs on Smartsheet, and your Technical Account Manager (TAM) is your single point of contact for escalations and incident management. Your Smartsheet TAM has first-hand knowledge and documentation of your unique implementation, and has established lines of communication into Smartsheet development and operations teams.

Get the most from your Smartsheet investment with guidance and support based on proven best practices and experience gained from working with thousands of customers worldwide.

Five (5) designated users serve as key contacts to TAM

1 hour response during business hours (best effort)

24/7 paging for critical situations

Proactive outreach for Service Impacting Incidents (SIE)

Customer facing dashboard with customer co-branding and case tracking

Established channels of communication with Smartsheet development and operations teams

Single point of contact for incident management and escalation resolution

Up to two (2) hours scheduled meetings/week for consistent, open communication

On-site visit to discuss yearly support review

Early access to new features and the product roadmap.

Solution and platform expertise.

Guidance on building Smartsheet solutions.

Smartsheet account review and platform optimization:

Guidance on account administration: Review of personal settings, licensing, merging accounts, and SAML/SSO.
Configure backup for your Smartsheet sheet and dashboard data.
Guidance on the security administration of your account: A review of domain validation, approved domain sharing, Customer Managed Encryption Keys (CMEK), user auto provisioning, and Directory Integration.
Guidance on Connector best practices and an audit of your Connectors.
Guidance on building Smartsheet solutions is limited to best practices coaching on how to leverage Smartsheet Advance capabilities & Resource Management by Smartsheet to uplevel the customer’s Smartsheet solutions and workflows. Advance Capabilities include: Control Center, Dynamic View, Datashuttle, Data Connectors, Bridge).
Guidance may also include directing the customer to existing training resources such as ProDesk ( if the customer has the Professional Support Package), Smartsheet University and help & learning articles.
Guidance on how to leverage Smartsheet premium capabilities to uplevel your Smartsheet solutions and workflows.
Control Center support and optimization:
- Troubleshoot your programs to ensure Control Center is being used effectively.
- Review Blueprint(s) for potential improvements.
- Guidance on how to use SCC features such as Global Updates, archiving, and automation.

*Coverage limited to business solutions built by Smartsheet Professional Services. Only available for Enterprise, Premier, and Gov account plans in the US.

Ready to learn more?

Contact our team