Smartsheet Technical Account Associate

Your dedicated technical expert

Expert help when you need it.

Your business runs on Smartsheet, and your Technical Account Associate (TAA) is your named contact for escalation resolution and incident management. Drive performance and growth, and proactively ensure a stable and secure product experience with a Smartsheet Technical Account Associate.

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.

Up to Two (2) designated users serve as key contacts to Technical Account Associate

1 hour response during business hours (best effort)

Proactive outreach for Service Impacting Incidents (SIE)

Business Review Dashboard. A visually rich dashboard showcasing business impact, stakeholder engagement and accomplishments.

Established channels of communication with Smartsheet development and operations teams

Single point of contact for incident management and escalation resolution

Up to one (1) hour scheduled meetings/week for consistent, open communication

Early access to new features and the product roadmap.

Solution and platform expertise.

Guidance on building business aligned Smartsheet solutions.

Smartsheet account review and platform optimization:

Business aligned guidance on account administration: Review of personal settings, licensing, merging accounts, and SAML/SSO.
Configure backup for your Smartsheet sheet and dashboard data.
Business aligned 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.
Business aligned guidance on Connector best practices and an audit of your Connectors.
Business aligned guidance on building Smartsheet solutions is limited to best practices coaching on how to leverage Smartsheet Advance capabilities to uplevel the customer’s Smartsheet solutions and workflows. Advance Capabilities include: Control Center, Dynamic View, Datashuttle, Data Connectors).
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.
Business aligned guidance on how to leverage Smartsheet Advance 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.
Bulk Domain Validation: TAAs validates and activates customer domains.

Ready to learn more?

Contact our team