David Shepard

Account Director | Customer Success & Revenue Growth | $5M+ Portfolio | US & LATAM | SaaS · AI · Fintech | Ex-EY · Baker McKenzie · HSBC | MBA

AccelOneex-HSBCex-EY

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Over 15 years across EY, Baker McKenzie, HSBC, and high-growth tech companies, I've built a track record of turning client relationships into long-term revenue engines, across the S.

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and Latin America. At AccelOne, I manage a $5M+ portfolio across SaaS, AI, and digital services, driving 30–40% faster delivery cycles and consistent expansion through embedded nearshore teams and strategic partnerships. My work sits at the intersection of three things most account leaders separate: commercial strategy, client success, and execution. I don't hand off after the deal closes, I stay in it, align teams, and make sure outcomes match what was promised. What I bring to the table: → Revenue expansion through upsell, cross-sell, and partnership development → Executive-level relationship management across US & LATAM → End-to-end commercial ownership, SOW, MSA, pricing, margin → Bilingual fluency across cultures, time zones, and deal structures Background spans M&A, private equity, corporate banking, and enterprise SaaS, which means I speak the language of the business, not just the account. Open to Account Director, Strategic Accounts, and Partnerships leadership roles where revenue growth and client outcomes are the scoreboard.