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@ac08

Head of Account Management at PEI Group, leading Americas teams to 105% NRR on a $38M+ book of business.

United States
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At PEI Group, I lead the Americas account management team and partner with the CRO and C-suite on commercial initiatives and direct data solution rollouts. The team achieved 105% of annual NRR targets on a +$38M book of business.

At IQ Research Inc., I scaled and led six account managers, driving 35% year-over-year net revenue growth and a 95% client retention rate. I also introduced client-specific outreach playbooks and improved CRM practices to support retention and cross-selling.

At PitchBook Data, I established an account management team that consistently worked toward a 130% NRR target. I managed and developed four associate managers and eight individual contributors, and the team generated over $50MM in annual bookings.

Earlier, at Ernst & Young, I coordinated service lines across two top-grossing capital markets accounts, generating over $200 million in annual revenue. My experience also includes marketing analytics at PIMCO and investment portfolio management at Merrill Lynch, Pierce, Fenner & Smith Inc.

Experience

Work history, roles, and key accomplishments

PG
Current

Head of Account Management - Americas

PEI Group

Sep 2025 - Present (1 year)

Spearheading the reorganization of global account management teams and frameworks to drive higher Net Revenue Retention (NRR) and Logo Revenue Retention (LRR) outcomes. Partnering with the CRO and C-suite to execute high-impact commercial initiatives and leading the US Americas account management team to exceed annual NRR targets.

PD

Manager, East Coast Account Management

PitchBook Data

Oct 2018 - Dec 2020 (2 years 2 months)

First appointed manager in the New York office for the Middle Market team. Managed both Account Managers and Customer Success Managers for the entire segment, resulting in 18 direct reports and consistently achieving segment targeted NRR goal of 130% and account retention goal of 94%.

PitchBook Data logoPD

Account Manager, Team Lead

PitchBook Data

Jul 2017 - Oct 2018 (1 year 3 months)

First appointed Team Lead in the New York office for the Middle Market team. Helped onboard new team members and continued to achieve NRR goals of a targeted 125% with a book of business of $5MM in annual spend.

PitchBook Data logoPD

Account Manager

PitchBook Data

Aug 2016 - Jul 2017 (11 months)

Managed a portfolio of accounts in the Middle Market segment worth ~$2M in annual spend. Consistently achieved targeted NRR goal of 125% and led renewal conversations with main POCs on each account.

Ernst & Young logoEY

Assistant Director – Global Account Manager

Feb 2015 - Aug 2016 (1 year 6 months)

Led two of the top-grossing capital markets accounts within EY, coordinating between all service lines to complete different engagements, generating over $200 million in annual revenue. Managed a team of four associates delivering critical metric reports and cross-service analytics.

PI

Marketing Analyst

Jan 2014 - Feb 2015 (1 year 1 month)

Created a monthly dashboard that entails different marketing metrics used to launch strategic campaigns. Analyzed multiple data sources of marketing including emails, social media, and literature fulfillments to identify KPIs.

Merrill Lynch, Pierce, Fenner & Smith Inc. logoMI

Transitions Investment Service Advisor

Merrill Lynch, Pierce, Fenner & Smith Inc.

Mar 2008 - Sep 2010 (2 years 6 months)

Balanced and managed diverse investment portfolios to optimize performance and align with client financial goals.

Education

Degrees, certifications, and relevant coursework

MC

McKinsey & Company

Asian Management Accelerator Program Graduate, Management

Graduated from the Asian Management Accelerator Program in June 2022.

Rutgers University logoRU

Rutgers University

Bachelor of Arts, Economics

2003 - 2007

Graduated with a Bachelor of Arts Degree in Economics in December 2007.

Tech stack

Software and tools used professionally

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