Advice with accounting issues (non-Bonterran feedback)

Going to try to revitalize this thread. 

What kind of relationship / communication do others have with their account manager?

We had a great one for over a year, where I had a standing meeting every quarter on his calendar where we could checkin and he’d advise on various situations - and then followup with things like next steps on scheduling a paid-for training or an update on our contract ahead of our budgeting process. Do others have a good routine with communication for their account manager?

I have a name for our “account manager” and our “renewal specialist” but limited to no contact with either. I’m mainly communicating through IT support tickets, or whoever in accounting gets a billing ticket assigned to them. Very curious what others’ experiences are.

If Que could handle all of these kind of things, that would truly free me up to focus on fundraising :) I’m now in my third Lenten/Easter spring fundraising cycle that has been disrupted by bad communication internally.

We migrated almost 2 years ago, and I did not realize we had an assigned account executive/manager until they reached out to me with what was mostly a marketing email about our AI usage. I’m not especially interested in Que, but was happy to discover we had one and suspect that most orgs have one assigned even if they don’t (or no longer) have explicit instructions to maintain regular contact.

​@Dalila ​@awilder.sisu 

Happy to set up a call and share some tips / lessons learned. sounds like you’re both going through a similar situation to what I’ve been navigating