A customer success partnership for the life of your platform

Your account manager is one person who knows your organisation, owns your success and is your consistent point of contact for the life of the platform. They run your reviews, coordinate the specialists you need and keep the platform aligned to your evolving HR strategy.

A dedicated account manager and quarterly business reviews are included as standard in our white-glove partnership, at the same subscription price as acquiring your BambooHR licences direct from Utah. There is no separate account-management fee for the core relationship.

The core rhythm is a quarterly business review, supported by more frequent contact as needs arise, especially around changes, new initiatives or busy periods. We tailor the cadence to how active your platform and organisation are.

Managed support keeps the platform running day to day, whilst customer success looks forward at outcomes, adoption and where the platform can deliver more value. The two work together: support handles the operational, success handles the strategic relationship.

We measure your outcomes, not our activity: adoption and self-service usage, efficiency gains, and the value HR technology delivers to the business. We baseline these early and track them through your reviews so progress is visible and provable.

Typically your HR leadership and a key IT or systems contact take part, with wider stakeholders joining when a topic is relevant. Your account manager keeps the group right-sized so reviews stay useful rather than becoming large meetings.

The partnership is built to flex with you, whether you restructure, grow into new countries or change HR leadership. Your account manager reassesses priorities, and we can provide fractional expertise or transition cover through our strategic advisory service if needed.

We revisit your goals regularly and map the platform roadmap against them, so configuration, integrations and analytics keep pace with where the organisation is heading. This roadmap alignment is a core part of every review.

Yes. Your account manager can help quantify the value already delivered and build a defensible case for further investment, whether that is added analytics, automation or new integrations. This draws on the outcome data we track together.

All outcome tracking and reporting respects your permission model and GDPR principles, using aggregated and role-appropriate data rather than exposing individual records unnecessarily. Your account manager works within the same security controls as the rest of your team.

That is exactly what the partnership exists to catch. If adoption or outcomes are lagging, your account manager works with you to find the cause and build a plan, drawing on training, change management, continuous improvement or advisory as appropriate.