Meet your Customer Success Team!

As a Levelset customer, you have a whole team ready to help you onboard and get using your new account as quickly as possible! In order to help you move quickly, we’ve broken your helpers into different teams. Need help with data entry or custom templates? Your Training & Onboarding team can help with that! Need to add on to your current Levelset plan? Meet your Expansion account manager!

Customer Success Management, CSM

  • Customer onboarding
  • Customer Account Strategy
  • Customer account activity assistance

Training & Onboarding (T&O)

  • Data entry method and integrations set-up
  • Doc Rules and Automation set-up
  • Custom Templates set-up
  • Scout Preferences
  • New EU Trainings

Live Support, Support Agent

  • Scout Alerts & Suggestions
  • Document & Project Updates
  • General Account Inquiries

Expansion Account Management, Contract Expert

  • Plan Upgrades
  • Plan Evaluation at renewal
  • Business Consultations
  • New Product Demos