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Client Engagement

About The Role

We at PEI Group are looking for a Client Engagement Executive to join our welcoming, diverse, and growing team based in London. The successful candidate will be working with subscription accounts identified as ‘at-risk’ with the aim and targets to improve renewal rates.

Your main responsibilities will include:

  • Working with accounts [subscriptions] identified as ‘at-risk’. The aim, and basis of the bonus scheme, is to improve renewal rates.
  • Promoting user retention & usage of PEI’s products.
  • Actively calling users and arranging demonstrations of the various platforms either through Zoom or in-office. This will occupy 75%> of the working day.
  • Improving the technical experience of users on the website. This administrative task involves responding to incoming enquiries of subscribers who cannot login or use the platform easily. This will occupy <25% of your working day.
  • Manging your performance metrics by completing successful demonstrations and call targets.

Full training will be provided. The performance metric is competent and timely resolution of enquiries. 

About You

Requirements

Although we are keeping direct experience and knowledge requirements to a minimum, we do need you to demonstrate your capabilities in relation to the points listed under essential requirements in the person specification. You should be prepared to discuss illustrations on how your competencies have helped you to achieve positive results.

We are looking for someone who is; 

Qualification & Experience 

  • Bachelors Degree or evidenced work experience in a high performance environment.
  • Experience in a sales or phone-based, client-facing role (desired, not essential).

Personal Attributes

  • Willingness to make several dozen cold calls a day to PEI service users.
  • Ability to acquire some knowledge and command of private markets.
  • Organisational ability to handle involved-administrative responsibilities.
  • Ability to achieve targets and maximise on client opportunities.
  • Able to communicate confidently to a range of senior clients.
  • Tenacious and hardworking.
  • Able to communicate confidently to a range of senior clients.
 
PEI1

About Us

Who we are:
 
PEI Group is a subscriber-focused business intelligence company. With our multi-talented global team of over 440 people, spread across EMEA, USA & Asia, our purpose is to inform and connect investment professionals across global, specialised markets. We identify specific high growth, high value investment sectors and themes where deep insight, strong market relationships and active capital flows are critical for success.
 
What we do:
 
PEI Group provides industry-leading journalism, data, and market insight to subscribing clients via a wide portfolio of specialist brands supported by our robust and scalable digital publishing, analytics, and database platform. We also track the firms and individuals who shape markets and bring client-communities together to enable knowledge sharing, profile building and relationship development through professional networks and events. Wherever our markets are active – in New York, Los Angeles, Tokyo, Sydney, Hong Kong, Singapore, London and elsewhere – PEI is hard at work examining crucial market forces and shifting investment themes, identifying active investors and their capital allocations, and scanning ahead for regulatory changes, new compliance requirements and other risk factors.
 
At PEI we value diverse talent and welcome applications from everyone – regardless of background. We are an equal opportunity employer and our inclusive culture at PEI is reflected in every stage of the recruitment journey. Please inform us at initial stages of the recruitment process if you require any reasonable adjustments and we can accommodate this.
 
PEI Group supports flexible working arrangements, and we welcome career returners.

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