Key Roles

Tier: Professional, Enterprise

Key Customer Roles

Helping your organization achieve success with our platform is our priority, and implementing with over 200 customers has helped us identify the ingredient to success. Below are the key recommended customer roles. Depending on the size of your organization, multiple roles may be played by the same team member and that works just fine.


Key Roles, Responsibility and Time Commitment

The table below outlines the key roles and responsibilities for a successful roll out.



Download and complete the Key Customer Roles and Calls Outline and return it to your CSM!

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