Expensify · deetergp · Jun 5, 2026 · May 18, 2026 · May 18, 2026 · May 18, 2026
@@ -56,7 +56,7 @@ Below are some examples to illustrate the writing style that covers this:
 - Bug: A blank page is shown for an archived room with a message in it
 - Proposed Test Steps:
   - Create a workspace if you don't have any
-  - Go to members page and remove the other admin (Expensify setup specialist)
+  - Go to members page and remove the other admin (Expensify account executive)
   - Search the announce room and send a message
   - Pin the room and delete the workspace
   - Wait for a few seconds (Reload if the chat is still visible)

@@ -6,7 +6,7 @@ description: You've been automatically upgraded to a Collect plan
 All customers on a Free plan have been automatically upgraded to a Collect plan!
 
 The Collect plan is an enhanced version of the Free Plan and unlocks several new features: 
-- A dedicated Setup Specialist
+- A dedicated Account Executive
 - Expense approvals
 - Invoicing and bill pay
 - Custom expense categories and tags
@@ -18,7 +18,7 @@ The Collect plan is an enhanced version of the Free Plan and unlocks several new
 
 To give you time to try the upgraded plan, you won't be charged for another 30 days. Additionally, if you add a payment card by June 1st, you’ll qualify for a discount over the next year. The discount will be applied to your Expensify bill on a sliding scale for the first 12 months on the Collect plan.  
 
-If you have questions, contact your dedicated Setup Specialist using the #admins room, or email Expensify Support at concierge@expensify.com.
+If you have questions, contact your dedicated Account Executive using the #admins room, or email Expensify Support at concierge@expensify.com.
 
 {% include faq-begin.md %}
 
@@ -43,8 +43,8 @@ You’ll receive a discount on your Expensify bill that gradually decreases each
 
 The discount will be reflected on your monthly Expensify bill as a “Workspace upgrade discount” and can be combined with any other Expensify discounts—- the annual subscription discount, the Expensify Card discount, and Expensify Card cash back.
 
-**How do I get in touch with my Setup Specialist?** 
+**How do I get in touch with my Account Executive?** 
 
-You can reach your Setup Specialist by opening your workspace’s #admins room in your chat inbox and sending a message.
+You can reach your Account Executive by opening your workspace’s #admins room in your chat inbox and sending a message.
 
 {% include faq-end.md %}
@@ -46,14 +46,14 @@ To be assigned a **Partner Manager**, you must complete the **ExpensifyApproved!
 
 ---
 
-# Client Setup Specialist
+# Client Account Executive
 
 **Purpose:** Ensure seamless onboarding for your referred clients.
 
 **Duties:**
 - Assist with Expensify setup and **accounting integrations**.
 - Ensure clients have the necessary tools and knowledge.
-- To connect with a **Client Setup Specialist**, log in and navigate to `Support`.
+- To connect with a **Client Account Executive**, log in and navigate to `Support`.
 
 ---
 

@@ -148,5 +148,5 @@ By reinforcing this process, you help prevent expense reports from being mis-cat
 
 ---
 
-**Need help?** Schedule a free onboarding session with a Setup Specialist! Check your email and Expensify notifications for your unique signup link.
+**Need help?** Schedule a free onboarding session with an Account Executive! Check your email and Expensify notifications for your unique signup link.
 
@@ -38,7 +38,7 @@ For small businesses, we recommend the **Control Plan** because:
 2. Select **Group** and click **New Workspace**.
 3. Click **Select** under **Control**.
 
-Control Plan users also receive a **Setup Specialist** to assist with onboarding. Find yours in *[new.expensify.com](https://new.expensify.com)* under your workspace’s **#admins** room.
+Control Plan users also receive an **Account Executive** to assist with onboarding. Find yours in *[new.expensify.com](https://new.expensify.com)* under your workspace’s **#admins** room.
 
 ---
 
@@ -152,5 +152,5 @@ More info on the Spending Insights feature can be found [here](https://help.expe
 
 ## You’re All Set!
 
-Congratulations! Your business is now fully optimized with Expensify. If you need assistance, contact your **Setup Specialist** via *[new.expensify.com](https://new.expensify.com)*.
+Congratulations! Your business is now fully optimized with Expensify. If you need assistance, contact your **Account Executive** via *[new.expensify.com](https://new.expensify.com)*.
 
@@ -77,5 +77,5 @@ Congratulations! Your Expensify setup is complete. If you need assistance:
 
 - Message Concierge support anytime! 
 - Email concierge@expensify.com.
-- Upgrade to a Collect or Control Workspace to be assigned a dedicated Setup Specialist.
+- Upgrade to a Collect or Control Workspace to be assigned a dedicated Account Executive.
 
@@ -26,7 +26,7 @@ Expensify offers three workspace plans: **Individual, Collect, and Control**. We
 2. Select **Group** and click **New Workspace**.
 3. Click **Select** under **Control**.
 
-The **Control** plan is bundled with the Expensify Visa® Commercial Card and costs $9/user per month (annual commitment). You’ll also be assigned a **Setup Specialist**, available in your workspace’s #admins chat room on *[new.expensify.com](https://new.expensify.com)*.
+The **Control** plan is bundled with the Expensify Visa® Commercial Card and costs $9/user per month (annual commitment). You’ll also be assigned an **Account Executive**, available in your workspace’s #admins chat room on *[new.expensify.com](https://new.expensify.com)*.
 
 ## Step 3: Connect Your Accounting System
 Proper financial management is key for VC-backed companies. Ensure that:
@@ -120,5 +120,5 @@ Ensure uninterrupted service by adding a billing card:
 3. Enter your card details and click *Accept Terms*.
 
 # You’re All Set!
-Your Expensify setup is complete! If you need help, reach out via [new.expensify.com](https://new.expensify.com) in your workspace’s #admins room. If you don’t have a Setup Specialist yet, upgrade to a **Control** workspace to be assigned one automatically.
+Your Expensify setup is complete! If you need help, reach out via [new.expensify.com](https://new.expensify.com) in your workspace’s #admins room. If you don’t have an Account Executive yet, upgrade to a **Control** workspace to be assigned one automatically.
 
@@ -33,7 +33,7 @@ The **#admins** room is only visible to Workspace Admins. It’s designed for se
 
 **You can use the #admins room to:**
 - Coordinate with your internal admin team.
-- Chat directly with your **Expensify Setup Specialist**.
+- Chat directly with your **Expensify Account Executive**.
 - Communicate with your **Account Manager** (available with subscriptions of 10+ members).
 - Track changes made to workspace settings by any admin or Expensify representative.
 
@@ -45,5 +45,5 @@ The **#admins** room is only visible to Workspace Admins. It’s designed for se
 
 ## Why is someone I don’t recognize in my #admins room?
 
-If you're seeing an unfamiliar name in your **#admins** room, it’s likely your **Expensify Setup Specialist** or **Account Manager**. These team members are added automatically to help you onboard and provide product support.
+If you're seeing an unfamiliar name in your **#admins** room, it’s likely your **Expensify Account Executive** or **Account Manager**. These team members are added automatically to help you onboard and provide product support.
 
@@ -5,7 +5,7 @@ keywords: [New Expensify, how to get started, new workspace, create workspace, a
 ---
 
 
-Setting up a workspace in New Expensify is the first step to managing company expenses. This guide walks you through creating your workspace, inviting team members, setting up categories, enabling features, and more. Your first workspace includes a free 30-day trial and access to a **Setup Specialist** via the **#admins chat room** or **Concierge** in your Inbox.
+Setting up a workspace in New Expensify is the first step to managing company expenses. This guide walks you through creating your workspace, inviting team members, setting up categories, enabling features, and more. Your first workspace includes a free 30-day trial and access to an **Account Executive** via the **#admins chat room** or **Concierge** in your Inbox.
 
 ---
 
@@ -138,6 +138,6 @@ Approval workflows help automate expense report reviews.
 
 Track your trial under **Account > Subscription**:
 - View your start and end dates
-- Get help from **Concierge** or your **Setup Specialist**
+- Get help from **Concierge** or your **Account Executive**
 - Add a **billing card** to continue using Expensify
 
@@ -111,7 +111,7 @@ Use Account for personal settings and billing.
 
 ## How to find your assigned support contacts on the Help page
 
-Paid Workspace Admins may have dedicated support contacts assigned to their account, such as an Account Manager, Partner Manager, or Setup Specialist. These contacts appear directly on the **Help** page so you can quickly start a conversation with them.
+Paid Workspace Admins may have dedicated support contacts assigned to their account, such as an Account Manager, Partner Manager, or Account Executive. These contacts appear directly on the **Help** page so you can quickly start a conversation with them.
 
 1. Click the navigation tabs (on the left on web, on the bottom on mobile).
 2. Select **Settings**.

@@ -6,7 +6,7 @@ keywords: [New Expensify, workspace setup, personal expenses, New Expensify, Sma
 
 If you're a freelancer, sole proprietor, or just want to track personal expenses, this guide walks you through setting up your workspace and starting your free 30-day trial. The trial begins once you start using your workspace.
 
-**Note:** After creating your workspace, check your email or Expensify notifications to book a free onboarding session with a Setup Specialist.
+**Note:** After creating your workspace, check your email or Expensify notifications to book a free onboarding session with an Account Executive.
 
 ---
 

@@ -55,7 +55,7 @@ const spanishGlossary = new Glossary([
     },
     {sourceTerm: 'Unhold', targetTerm: 'Desbloquea', partOfSpeech: 'verb', usage: 'Release a hold'},
     {sourceTerm: 'Account manager', targetTerm: 'gestor de cuenta'},
-    {sourceTerm: 'Setup specialist', targetTerm: 'especialista asignado'},
+    {sourceTerm: 'Account executive', targetTerm: 'ejecutivo de cuenta'},
     {sourceTerm: 'Chat with Concierge.', targetTerm: 'Chatear con Concierge.'},
     {sourceTerm: 'Clear', targetTerm: 'borrar', partOfSpeech: 'verb', usage: 'Clear field or selection'},
     {sourceTerm: 'Upgrade', targetTerm: 'Mejorar', partOfSpeech: 'verb', usage: 'Plan or account upgrade'},

@@ -9173,7 +9173,9 @@ const CONST = {
         INVOICE: 'invoice',
     },
     SKIPPABLE_COLLECTION_MEMBER_IDS: [String(DEFAULT_NUMBER_ID), '-1', 'undefined', 'null', 'NaN'] as string[],
-    SETUP_SPECIALIST_LOGIN: 'Setup Specialist',
+    ACCOUNT_EXECUTIVE_LOGIN: 'Account Executive',
+    // Legacy fallback login kept so personal details persisted in Onyx before the "Setup Specialist" → "Account Executive" rename are still excluded after users upgrade
+    ACCOUNT_EXECUTIVE_LEGACY_LOGIN: 'Setup Specialist',
 
     CALENDAR_PICKER_DAY_HEIGHT: 45,
     MAX_CALENDAR_PICKER_ROWS: 6,

@@ -2143,7 +2143,7 @@ const translations: TranslationDeepObject<typeof en> = {
             partnerManager: 'Partnermanager',
             yourPartnerManager: 'Ihre Partnermanagerin / Ihr Partnermanager',
             partnerManagerDescription: 'Nutzen Sie Ihre Partnerschaft optimal und fördern Sie Empfehlungen',
-            guideDescription: 'Ihre Einrichtungsspezialist/in',
+            guideDescription: 'Ihre Account Managerin / Ihr Account Manager',
             approvedPartnerTeamTitle: 'Lernen Sie Ihr Approved!-Partnerventeam kennen',
             approvedPartnerTeamDescription:
                 'Ein engagiertes Team, das sich darauf konzentriert, Ihrem Unternehmen beim Wachstum zu helfen, Kund:innen schneller einzuarbeiten und Ihnen jederzeit fachkundige Unterstützung zu bieten.',
@@ -3092,7 +3092,7 @@ ${amount} für ${merchant} – ${date}`,
             },
             createTestDriveAdminWorkspaceTask: {
                 title: ({workspaceConfirmationLink}) => `[Erstelle](${workspaceConfirmationLink}) einen Workspace`,
-                description: 'Erstelle einen Arbeitsbereich und konfiguriere die Einstellungen mit Hilfe deiner Einrichtungsexpertin/deines Einrichtungsexperten!',
+                description: 'Erstellen Sie einen Workspace und konfigurieren Sie die Einstellungen mit Hilfe Ihrer Account Executive!',
             },
             createWorkspaceTask: {
                 title: ({workspaceSettingsLink}) => `[Workspace] erstellen (${workspaceSettingsLink})`,
@@ -3309,12 +3309,12 @@ ${amount} für ${merchant} – ${date}`,
             onboardingManageTeamMessage: ({isOnboardingFlow = false}: {isOnboardingFlow?: boolean}) =>
                 isOnboardingFlow
                     ? dedent(`
-                        # Ihre kostenlose Testphase hat begonnen! Lassen Sie uns mit der Einrichtung starten.
-                        👋 Hallo, ich bin Ihre Expensify-Einrichtungsspezialist*in. Ich habe bereits einen Arbeitsbereich erstellt, um die Belege und Ausgaben Ihres Teams zu verwalten. Um Ihre 30-tägige kostenlose Testphase optimal zu nutzen, folgen Sie einfach den restlichen untenstehenden Einrichtungsschritten!
+                        # Ihre kostenlose Testversion hat begonnen! Lassen Sie uns mit der Einrichtung starten.
+                        👋 Hallo, ich bin Ihre Expensify Account Executive. Ich habe bereits einen Arbeitsbereich erstellt, um die Belege und Ausgaben Ihres Teams zu verwalten. Um das Beste aus Ihrer 30-tägigen kostenlosen Testversion herauszuholen, folgen Sie einfach den verbleibenden Einrichtungsschritten unten!
                     `)
                     : dedent(`
-                        # Deine kostenlose Testversion hat begonnen! Lass uns alles einrichten.
-                        👋 Hallo, ich bin deine Expensify-Einrichtungsspezialist*in. Nachdem du jetzt einen Arbeitsbereich erstellt hast, nutze deine 30-tägige kostenlose Testversion optimal, indem du die folgenden Schritte befolgst!
+                        # Ihre kostenlose Testversion hat begonnen! Lassen Sie uns mit der Einrichtung starten.
+                        👋 Hallo, ich bin Ihre Expensify-Ansprechperson. Jetzt, da Sie einen Workspace erstellt haben, nutzen Sie Ihre 30-tägige kostenlose Testversion optimal, indem Sie die folgenden Schritte ausführen!
                     `),
             onboardingTrackWorkspaceMessage: 'Um das Beste aus Ihrer 30-tägigen kostenlosen Testversion zu machen, folgen Sie den verbleibenden Schritten unten:',
             onboardingChatSplitMessage: 'Rechnungen mit Freund*innen zu teilen ist so einfach wie das Senden einer Nachricht. So geht’s.',
@@ -6249,7 +6249,7 @@ _Für ausführlichere Anweisungen [besuchen Sie unsere Hilfeseite](${CONST.NETSU
             sap: 'SAP',
             oracle: 'Oracle',
             microsoftDynamics: 'Microsoft Dynamics',
-            talkYourOnboardingSpecialist: 'Chatte mit deiner Einrichtungsexpertin/deinem Einrichtungsexperten.',
+            talkYourOnboardingSpecialist: 'Chatten Sie mit Ihrer Kundenbetreuung.',
             talkYourAccountManager: 'Chatte mit deiner/deinem Account Manager/in.',
             talkToConcierge: 'Chatte mit Concierge.',
             needAnotherAccounting: 'Benötigen Sie eine weitere Buchhaltungssoftware?',
@@ -8691,8 +8691,8 @@ Fügen Sie weitere Ausgabelimits hinzu, um den Cashflow Ihres Unternehmens zu sc
     },
     systemChatFooterMessage: {
         [CONST.INTRO_CHOICES.MANAGE_TEAM]: ({adminReportName, href}: {adminReportName: string; href: string}) =>
-            `Chatte mit deiner Setup-Fachperson in <a href="${href}">${adminReportName}</a>, um Hilfe zu erhalten`,
-        default: `Sende eine Nachricht an <concierge-link>${CONST.CONCIERGE_CHAT_NAME}</concierge-link>, um Hilfe bei der Einrichtung zu erhalten`,
+            `Chatten Sie mit Ihrer Kundenbetreuung in <a href="${href}">${adminReportName}</a>, um Hilfe zu erhalten`,
+        default: `Schreiben Sie eine Nachricht an <concierge-link>${CONST.CONCIERGE_CHAT_NAME}</concierge-link> für Hilfe bei der Einrichtung`,
     },
     violations: {
         allTagLevelsRequired: 'Alle Tags erforderlich',
@@ -9343,7 +9343,7 @@ Fügen Sie weitere Ausgabelimits hinzu, um den Cashflow Ihres Unternehmens zu sc
         confirmation: {
             title: 'Anruf bestätigen',
             description: 'Stell sicher, dass die Details unten für dich gut aussehen. Sobald du den Anruf bestätigst, senden wir dir eine Einladung mit weiteren Informationen.',
-            setupSpecialist: 'Ihre*e*r Einrichtungsspezialist*in',
+            setupSpecialist: 'Ihre Account Managerin / Ihr Account Manager',
             meetingLength: 'Meetingdauer',
             dateTime: 'Datum & Uhrzeit',
             minutes: '30 Minuten',
Original file line number	Diff line number	Diff line change
Expand Up		@@ -148,5 +148,5 @@ By reinforcing this process, you help prevent expense reports from being mis-cat

		---

		Need help? Schedule a free onboarding session with a Setup Specialist! Check your email and Expensify notifications for your unique signup link.
		Need help? Schedule a free onboarding session with an Account Executive! Check your email and Expensify notifications for your unique signup link.

Comment thread deetergp marked this conversation as resolved.
-Original file line number
+Diff line change
@@ Expand Up @@
     If you're a freelancer, sole proprietor, or just want to track personal expenses, this guide walks you through setting up your workspace and starting your free 30-day trial. The trial begins once you start using your workspace.
-    **Note:** After creating your workspace, check your email or Expensify notifications to book a free onboarding session with a Setup Specialist.
+    **Note:** After creating your workspace, check your email or Expensify notifications to book a free onboarding session with an Account Executive.
     ---
@@ Expand Down @@