Features/Agency & White Label/Dedicated Account Manager
Agency & White LabelAgency

Dedicated Account Manager

Agency plan subscribers get a dedicated account manager — a real person at APEX who knows your agency, your client roster, and your setup. This is not a support queue. Your account manager is your point of escalation, your onboarding partner, and your strategic sounding board when you're navigating a complex account situation.

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How it works

STEP 01
Assigned at signup
When you activate the Agency plan, you are matched with an account manager within 24 hours. An introduction call is scheduled in the first week.
STEP 02
Onboarding support
Your account manager helps you migrate your first client accounts into APEX, configure white-label, and set up your team permissions. Hands-on, not documentation.
STEP 03
Monthly strategy calls
A standing monthly call to review performance across your client portfolio, discuss new features, and plan upcoming campaigns.
STEP 04
Priority escalation path
When something urgent comes up — an account issue, a billing question, a feature request — your account manager is the fastest path to resolution.

Use cases

1
Migrating from another tool
Moving 20 client accounts from another platform is complex. Your account manager coordinates the migration, helps you configure each sub-account, and ensures nothing falls through the cracks.
2
Navigating a client account crisis
A client campaign gets flagged by Meta. You need answers fast. Your account manager escalates directly to APEX's platform relations team — not the public support queue.
3
Building a custom reporting setup
Your clients have unusual reporting requirements. Your account manager works with the product team to configure a custom report template that fits your agency's specific deliverables.

Also in Agency & White Label

Client Sub-Accounts
Onboard clients with their own login and data isolation. Manage all accounts from one agency dashboard with role-based permissions.
White-Label Dashboard
Replace APEX branding with your own. Custom domain, logo, and color scheme. Your clients see your brand, not ours.
Client Connect Links
Send clients a one-click link to securely connect their ad accounts. No sharing credentials, no lengthy onboarding.

Ready to use Dedicated Account Manager?

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