PEI Group’s Subscriptions organization brings together Account Management, Sales, Client Engagement, and Business Development to drive growth and retention across our data and research products. This team owns the full customer lifecycle — from initial acquisition to onboarding, ongoing engagement, renewal, and expansion — and plays a central role in delivering commercial outcomes and ensuring our brands are seen as essential tools for private market professionals globally.
Account Management sits at the heart of this ecosystem. The team is responsible for managing and growing our existing client base, with a clear mandate to deepen commercial relationships, protect recurring revenue, and uncover new opportunities within accounts. Account Managers work across a defined book of business and serve as strategic partners to our clients, ensuring they receive maximum value from their subscriptions. Internally, they collaborate closely with Sales, Marketing, Product, Editorial, and Finance to align client outcomes with business priorities. The function has grown in scope and importance as our product portfolio and global client base have matured, and it is now a critical pillar in our ability to deliver consistent revenue growth and high levels of customer satisfaction.
Position Summary
Manager – Account Management, Americas is responsible for leading all account management activity across North and South America. This includes ownership of renewal performance, strategic account planning, and client growth enablement across a defined portfolio. This leader manages a regional team of Account Managers and collaborates closely with leaders in Commercial Acquisition, Client Engagement, and Product. A core responsibility is enabling long-term revenue growth through structured planning, usage analytics, and commercial readiness—while maintaining strong alignment with acquisition teams to support cross-sell and upsell execution.
What does the job role involve?
Client Lifecycle & Retention Strategy
- Own renewal performance across the Americas region, ensuring predictable outcomes and low churn.
- Guide lifecycle planning across top-tier and mid-market accounts.
- Proactively identify risk, coordinate remediation efforts, and drive client satisfaction.
Account Planning & Growth Readiness
- Ensure all Account Managers execute structured account plans tied to commercial goals.
- Partner with Commercial Acquisition to align on expansion plays, greenfield mapping, and client engagement sequencing.
- Equip teams to uncover signals for upsell/cross-sell, then coordinate with appropriate sellers.
Team Development & Operational Management
- Manage and develop a high-performing team of Account Managers across the region.
- Coach on best practices in renewal forecasting, value communication, and stakeholder mapping.
- Monitor performance and ensure CRM usage, playbook discipline, and performance tracking.
Internal Coordination & Reporting
- Align weekly with acquisition and client engagement leaders to coordinate resource allocation.
- Surface client trends and feedback into the product and marketing roadmap.
Contribute to executive-level reporting and renewal forecasting processes.