Smartsheet Technical Account Manager

Your 24/7 technical and solutions expert

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Expert help when you need it.

Your business runs on Smartsheet, and your Technical Account Manager is your technical advisor to help you resolve issues, manage your mission critical Smartsheet solution, and strategically plan for the future.  TAMs are aligned to your business needs, and work with you to drive performance and growth. Smartsheet TAMs are technical experts with first-hand knowledge and documentation of your unique implementation. TAMs have established lines of communication with Smartsheet development and operations teams to ensure that your business experiences a stable and secure product experience. 

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)

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24/7 paging for critical situations

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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 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. 
  • Bulk Domain Validation: TAMs validates and activates customer domains. 

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