Your Expensify Partner Manager
As an ExpensifyApproved! Partner, your firm gains access to a specialized suite of support services. We’re here to ensure your clients have the tools and resources they need, every step of the way. Our well-rounded support methodology is designed to provide comprehensive assistance, ensuring that both you and your clients have a seamless experience. Have questions or want to delve deeper? Don’t hesitate to reach out to your dedicated Partner Manager to get started!
1. ExpensifyApproved! University
Purpose: Equip your team with a comprehensive understanding of Expensify. Benefits:
- Foundation-level knowledge about the platform.
- 3 CPE credits upon successful completion (US-only).
- Unlock exclusive partner perks, including tickets to ExpensiCon!
- Visit university.Expensify.com to access our comprehensive training program.
2. Partner Manager
Role: A designated liaison for your firm. Key Responsibilities:
- Handle any escalations promptly.
- Organize firm-wide training sessions.
- Assist with strategic planning and the introduction of new features.
- Once you’ve completed the ExpensifyApproved! University, log in to your Expensify account. Click on the “Support” option to connect with your dedicated Partner Manager.
3. Client Setup Specialist
Purpose: Ensure smooth onboarding for every client you refer. Duties:
- Comprehensive assistance with setting up Expensify.
- Help with configuring accounting integrations.
- Ensure clients have the tools and knowledge they need to thrive.
- After logging into Expensify, click on the “Support” option in the left-hand navigation pane. This will connect you directly to your assigned Client Onboarding Manager.
4. Client Account Manager
Role: Dedicated support for ongoing client needs. Responsibilities:
- Address day-to-day product inquiries.
- Assist clients in navigating and optimizing their use of Expensify.
- After logging into Expensify, click on the “Support” option in the left-hand navigation pane. This will connect you directly to your assigned Account Manager.
5. Concierge chat support
Availability: Real-time support for any urgent inquiries. Features:
- Immediate assistance with an average response time of under two minutes.
- Available to both accountants and clients for all product-related questions.
- For instant assistance, click on the chat bubble located at the bottom right-hand corner of your screen when logged in.
Our well-rounded support methodology is designed to provide comprehensive assistance, ensuring that both you and your clients have a seamless experience. Have questions or want to delve deeper? Don’t hesitate to reach out to your dedicated Partner Manager. You can find your partner manager by logging into Expensify and clicking the “Support” button in the left hand navigator.