Dedicated Partnership for Ongoing Billing Success

At, completing Onboarding is just the start of your collaboration with our team. Our Client Success experts focus on supporting a consistently successful billing management experience for your organization.

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Three Tier Structured Support

Our Client Success team features three tiers of experts.

Tier 1

Manages client calls and ticket requests that deal with UI, configuration, troubleshooting, customer-usage monitoring, client support and training

Tier 2

Oversees billing data maintenance & accuracy, custom report building, deep database research, and database troubleshooting requests

Tier 3

Troubleshoots code, solves back-end platform tickets, addresses major billing issues, and monitors system quality

Active Account Management

Within Client Success, Account Management helps you achieve better financial outcomes and ensure the best experience possible operating your instance of This team proactively monitors your account metrics, identifies potential areas where you can become more efficient, and promptly addresses necessary action items.

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Tailored User Resources

Step-by-step documentation that walks you through how to use our REST API and get the most out of your integrations
View Now system documentation for reference when you need to look up something quickly
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Video Library

Compilation of tutorial videos on how to navigate our billing platform.
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Client and user forum to make your suggestions for new platform features and functionalities.
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Team Approach

Organized for Efficiency

In today’s advanced communications space, efficiency is everything. With a deep team of Client Success experts on standby and a ticket escalation procedure in place, you will experience greater transparency, faster resolutions, and better billing outcomes.

Transparency Comes First

We regularly encourage clients to reflect on their daily experiences collaborating on billing projects and interacting with our team. This submitted feedback helps us refine the quality customer service we provide and ultimately strengthens the overall effectiveness of our billing partnership.

Committed to your Growth

Our team helps clients realize their business goals through active collaboration. Client Success is heavily invested in the growth of your business, operating as your strategic partner far beyond a traditional support role.

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