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How to Contact Your Customer Success Manager

Contact your Customer Success Manager from the My Team page: schedule a call for face-to-face discussions, or send a request for less time-sensitive matters.

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Written by Steve Waters

Your Customer Success Manager (CSM) is your primary contact for support, escalations, and guidance across various aspects of Outstaffer, including HR management, payroll, and billing. Whether you need immediate assistance or have a general inquiry, you can easily reach them within the platform.

You have two options:

  • Schedule a call for face-to-face discussions.

  • Send a request for less time-sensitive matters.

How to Get in Touch

1. Navigate to "My Team"

  • Log into your Outstaffer account.

  • Click on "My Team" in the left-hand navigation menu.

2. Choose Your Preferred Communication Method

Within the Customer Success Manager section, select one of the following:

Option 1: Schedule a Call

  1. Click "Schedule Call".

  2. A pop-up window will appear.

  3. Select a date and time that suits you.

  4. Enter your name, email, and a brief description of the meeting topic (e.g., "Discuss upcoming HR requisition").

  5. Add any relevant guests (optional).

  6. Click "Confirm" to finalize the booking.

  7. You’ll receive an email confirmation with meeting details, including a Google Meet link.

Option 2: Send a Request

  1. Click "Send Request".

  2. Fill out the general support form with details of your query or concern.

  3. Double-check your input.

  4. Click "Submit" to send your request.

  5. Your request will be listed under "My Requests", and your CSM will respond as soon as possible.

What happens next

  • If you scheduled a call, your Customer Success Manager will meet with you at the confirmed time.

  • If you submitted a request, they will review it and respond accordingly.

With these options, reaching your Customer Success Manager is simple and efficient, ensuring you get the support you need when you need it.

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