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Account Management

Enterprise clients on Pingtree are assigned a dedicated account manager who provides strategic oversight, proactive support, and direct access to platform expertise. The Account Management dashboard gives your account manager — and your team — a single place to monitor everything that matters.

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Dedicated Account Manager

Every enterprise organization is assigned a dedicated account manager responsible for:
  • Understanding your business goals and lead generation strategy
  • Proactively identifying optimization opportunities
  • Coordinating support, custom builds, and platform access
  • Conducting regular account reviews and strategy sessions
Your account manager is your primary point of contact for anything beyond day-to-day support — from campaign strategy to contract and billing discussions.

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Account Manager Dashboard

The Account Manager dashboard provides a comprehensive overview of all managed organizations, with key metrics surfaced at a glance.

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Organization Overview

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Ticket Overview

The ticket panel gives a real-time snapshot of open support work across your organization:
The ticket overview is designed for quick triage. If you see a high number of Pending Client tickets, your team likely has outstanding action items that need attention to keep things moving.

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Activity Monitoring

The dashboard displays rolling 15-day trend graphs for:
  • Daily Clicks — track traffic volume and identify drops or spikes
  • Daily Forms — monitor lead submission rates over time
  • Active Sources — see which sources are contributing to current campaigns

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72-Hour Login Activity

Pingtree monitors login activity across all users in your organization over the past 72 hours. This provides:
  • Visibility into which team members are actively using the platform
  • A quick audit trail for security and access management purposes

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Multi-Organization Access

Account managers can switch between all organizations they manage without logging out. This makes it easy to:
  • Compare performance across clients or business units
  • Respond to issues in any managed organization directly
  • Access organization-specific settings and configurations quickly

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Regular Reviews and Strategy Sessions

Enterprise accounts include scheduled check-ins and strategy sessions with your account manager:
  • Performance Reviews — review campaign KPIs, lead quality, and distribution performance
  • Optimization Recommendations — proactive suggestions based on your data trends
  • Strategy Sessions — longer-format planning sessions for new campaigns, verticals, or integrations
To schedule a review or strategy session, reach out to your account manager directly or submit a request via Support > Working Sessions.