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Client Engagement

About The Role

We at PEI Group are looking for a Sales Operations Client Engagement Support to join our welcoming, diverse, and growing team based in London. 

Your main responsibilities will include:

  • Lead distribution (inbound leads, check D365, following current processes to ensure accurate person reaching out).
  • Add key intelligence (for example, other active users in same office) in the Tactics field in the CRM Opportunity to aid BDE follow up.
  • Maintain up-to-date records to ensure that all contacts with prospective customers, issues, opportunities and competitive are fully recorded and evaluated. 
  • Providing user, order exports for Account Developer / Client Engagement.
  • CRM – data fixes and corrections - Merging contacts, orgs + monitoring 365 subs sales channel.
  • Create organizations in CRM; requested by internal staffers.
  • Monitor and maintain accuracy with inbound leads, registration, paywalls, scored vs unscored.
  • Help Senior Representatives with daily tasks (export orders, export licensed users, adding prospects to newsletters, set up trials, research previous licensed users or previous subscriptions).
  • Adjusting pricing in CRM for subscription sales members.
  • Fulfilling registration, marketing, and awards project.
  • Ensure accuracy with sub sales orders, while monitoring, crediting, and re-entering accurate information.
  • Special Projects: Enterprise orders – adding users that are showing up on scored leads view and handling duplicate LUs on orders.
  • Proactively take on other Sales related administrative duties.
  • 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.

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

  • Organisational ability to handle involved-administrative responsibilities.
  • Tenacious and hardworking.
  • Able to communicate confidently to a range of senior clients.
  • Outgoing, driven, positive attitude, team player, self-motivated, strong work ethic, detail oriented, good communicator.
PEI3

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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