About The Role

The Member Relations Associate supports PEI members to participate in, use, contribute to, and rely on our membership products, specifically helping members discover relevant benefits, and gain optimal value from PEI network services, with a core focus on delivering high satisfaction and increasing retention and return rates.

The successful candidate will be responsible for developing a close professional relationship with members across North America. The role involves on-boarding members, building an understanding of the members’ needs, challenges and objectives and developing a personalized service plan that supports the member for the duration of their subscription and beyond, thus driving retention rates.

This will involve connecting members with others in their community, building a customized schedule of meetings and educational webinars to attend, surfacing resources that the member will find helpful and gathering feedback from members on how we can improve the service.

The role involves close collaboration and constant dialogue with the engagement team, providing insight about members and data that will support them as they build out services. The candidate should be competent with collecting and handling data, process driven and able to work to KPIs that will focus on data collection and satisfaction metrics.

The Member Relations Associate will become a member’s go-to contact within PEI and, thus, must have a friendly, consultative and customer-orientated attitude and be alive to opportunities to introduce a range of other PEI products and services to their customers.

Your main responsibilities will include:

Drive members to complete/update their profiles or assist them to do so, to unlock networking opportunities and allow them to maximize value from the network
Conduct introductory demo of site, highlighting key features and how to maximize membership return on investment
Quarterly review of membership activity: Conduct check in calls, engage members to register for upcoming events and activities.
Use analytics tools to understand member’s benefit usage, identify engaged vs non engaged members and present
Gathers feedback on the value of the membership and on how we can improve our member experiences (events, panels, webinars, content)
Help connect new members to relevant peers within the community
Maintains CRM records and platform profiles
Work closely with colleagues in member acquisition, marketing, central data office, memberships and product development
Provide support for in-person events from small to large scale as well as for virtual events, setting up zoom meetings, managing RSVPs and ensuring each member meeting is hitting its KPIs.
Support Heads of Network to execute their event strategies by targeting specific members before and during events.

About You

Qualifications & Experience:

A minimum of 2 year's experience in either customer success, account management, community management or membership management
A broad understanding of private markets (private equity, real estate, infrastructure, debt, venture capital) is preferred, an interest in financial markets is required
A recent background in events, sales administration, marketing, or community/membership management
Experience with working in an entrepreneurial environment
Previous experience with using a CRM and analytical tools, such as, Tableau, Microsoft Dynamics 365 or Salesforce. Proficiency in Microsoft programs is essential.

Personal Attributes:

Curious and innovative.
Outgoing, dynamic and social.
Strong collaborator and team-centric
Comfortable and confident to network, keen to bring people together and make connections.
At ease with new technology.
Ability to be a champion of change and best practice, and bring a flexible attitude to a growing and evolving proposition
Cares about metrics and feedback.
Keen to learn more about the world of alternative investments and private markets
Self-driven, ambitious, and able to use own initiative

About Us

Who we are:

PEI Group is a subscriber-focused business intelligence company. With our multi-talented global team of over 490 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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