About The Role

The Sales Operations Executive plays a key role in supporting the efficiency, accuracy, and effectiveness of our global sales organisation. This role is responsible for maintaining sales processes and CRM systems, ensuring data integrity, and delivering timely reporting and insights to Sales Leadership. The position also supports pipeline management, forecasting, and sales enablement activities such as onboarding and tools administration. In addition, the role coordinates customer-facing deliverables across a global product portfolio, including publishing and conference deadlines, digital advertising campaigns, and sponsored content distribution. By collaborating with internal teams and external partners, the Sales Operations Executive ensures seamless execution, consistent customer experience, and alignment of sales operations with broader company initiatives.

Assist in the day-to-day execution of sales processes, ensuring consistency and efficiency across teams and geographies.
Maintain the CRM system (e.g., Microsoft Dynamics 365), including data entry, hygiene checks, reporting updates, and user support.
Prepare regular reports and dashboards on sales performance, pipeline health, and KPIs, providing actionable insights to Sales Leadership.
Help monitor pipeline data, track deal progress, and support accurate forecasting.
Assist with onboarding new sales reps, updating sales playbooks, and ensuring the team has access to up-to-date tools and content.
Support territory mapping, quota distribution, and documentation under guidance from Sales Ops leadership.
Collaborate with Marketing, Finance, Product, and Customer Success teams to align sales data and processes with company-wide initiatives.
Provide first-line support for sales tools (CRM, enablement platforms, reporting tools), escalate issues, and help ensure adoption.
You will be working with a global set of internal and external customers to co-ordinate, organise and manage customer experience.
The role will require coverage of a global product portfolio and working to strict publishing or event deadlines and contractual client delivery across a mix of publishing & conferences across multiple time zones.
Managing website and email advertising artwork collection and delivery to the digital ad agency.Ensuring the schedules are up to date and delivered as booked.
Collecting digital ad reports for each client and sending to the relevant marketing solutions manager
Managing the upload of sponsored content on respective LinkedIn channels, producing and delivering reporting to the relevant marketing solutions manager
Monitoring and collating traffic reports for sponsored content appearing on each website and sending to the relevant marketing solutions manager
Ad book spreadsheet management and administration

About You

Requirements

Previous experience of working in an operations or logistics role. Prior experience of working in the events/media/publishing preferable. Evidence of working to strict deadlines. Experience in a client facing role, comfortable across all communication channels.
Familiar with the use of a CRM system.
Organisational skills and the ability to multi-task.
Microsoft office competency, in particular Word and Excel.
Administrative skills and accuracy of your work is essential.
You will need to be persuasive to support and organise clients to meet and fulfil contractual delivery obligations.
Accuracy of your work and diligence
Resilient under pressure – able to remain focused in the face of multiple competing priorities and ensure key deadlines are met.
Able to Multi-task across any number of products and projects at any one time. You will be arranging client collateral, confirming sponsor attendance across time zones.
A good communicator, you are comfortable working with an external customer base.
Personable and professional, comfortable in a client facing delivery role.
Organised with the ability to work independently.
Self-motivated and willing to take responsibility.
Comfortable working with multiple stakeholders, operating across departments and regions.
Motivated by achieving high levels of client experience and satisfaction.
An appreciation of how central client delivery is to sustaining long term successful business relationships.

PEI1

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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