Smartsheet Technical Account Manager

Be more fearless with a TAM by your side.

Expert help when you need it.

Your business runs on Smartsheet, and your Technical Account Manager is your technical advisor to help manage your mission critical Smartsheet solution, and resolve issues faster. Smartsheet TAM's are product experts and understand the unique needs of your business and your solution. TAMs enable our customers to take advantage of the latest product releases, and gives continuous best practice in-product guidance. TAMs also have established lines of communication with Smartsheet development and operations teams to ensure that your business experiences a stable and secure product experience.

Scope of service

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)

Business Review Dashboard. A visually rich dashboard to measure KPI, showcase business impact, and monitor 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.

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 premium features & Resource Management by Smartsheet to uplevel the customer’s Smartsheet solutions and workflows. Premium features include: Control Center, Dynamic View, Data Shuttle, 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 features 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.
Bulk Domain Validation: TAMs validates and activates customer domains.

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

Ready to learn more?

Contact our team