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EveryAction Account help - "Who's who?"

  • March 24, 2026
  • 2 replies
  • 51 views

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​Moving this to a new thread completely, and would love a Bonterran answer.  @Megan Dodds can you redirect to the most appropriate Bonterran to answer this?

 

Ever since our migration, I’ve been confused about who is who, and who we reach out to with what questions. Can you give an overview of the various internal roles: account manager, account executive, and our renewal specialist?

What should be our expectations for communication with these various contacts? When do we reach out to an individual directly? and when is it best to submit a support ticket through billing/accounting?

 

I recognize that I had a pretty unusual setup for a year - with scheduled quarterly calls directly with our account manager. But without that I’m quite confused on who is responsible for what. 

2 replies

Megan Dodds
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  • Community Manager
  • March 24, 2026

Love this question, let me get with ​@Charles Case to have it all laid out for you so you know who to go to for what! 

Interim note, you can always submit questions through our support tool to get routed to the appropriate team if you’re unsure who to connect with directly: https://www.bonterratech.com/support


Charles Case
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  • Community Manager
  • March 26, 2026

Hey ​@jeff! Just wanted you to know I’m still working on this for you. I’ve reached out to some contacts within EveryAction for better insight.