Marketing Manager - Membership Retention

Delivery of Membership Retention Marketing Strategy

• Deliver retention and customer engagement marketing plans for Memberships aligned to overall business and marketing strategy
• Translate business objectives into clear, commercially focused lifecycle programmes
• Deliver retention and expansion initiatives aligned to renewal, retention and revenue KPIs
• Ensure the membership value proposition is effectively communicated and reinforced across the full customer lifecycle and all touchpoints

  Audience-Led Retention & Expansion Marketing

• Plan and deliver retention marketing programmes focused on:
  • Renewal and gross revenue retention
  • Product adoption, usage and active user growth
  • Upsell, cross-sell and seat expansion
  • At-risk account intervention and win-back
• Develop and execute account-based engagement initiatives across priority and strategic accounts
• Identify opportunities to improve renewal rates, reduce churn and increase net revenue retention

  Integrated Lifecycle Campaign Planning & Execution

• Own delivery of the lifecycle campaign programme across target audiences and organisations
• Design and deliver integrated lifecycle programmes across:
  • Onboarding and time-to-value
  • Engagement and nurture
  • Renewal and pre-renewal communications
  • Upsell and cross-sell activity
  • Events, webinars and network participation
• Coordinate activity across email, website, digital, social, content and community channels
• Ensure campaigns are aligned to customer needs, account tiers and commercial objectives
• Optimise user journeys, in-product messaging and automated communications to improve engagement and conversion

  Customer Insight, Account Health & Growth Opportunities

• Develop an understanding of personas, jobs-to-be-done, usage behaviour and drivers of renewal and churn
• Identify headroom, penetration and expansion opportunities within existing accounts across target regions and audience segments
• Use engagement, usage and CRM data to:
  • Segment and prioritise accounts by value, risk and opportunity
  • Optimise targeting and messaging
  • Improve adoption, engagement and renewal outcomes

  Cross-Team Collaboration

• Work closely with:
  • Customer Success teams to align marketing with onboarding, adoption and at-risk account plans
  • Sales teams to support renewals, account growth and expansion opportunities
  • Editorial teams to align content with audience needs and value proposition
  • Events and Networks teams to drive customer participation, cross-sell and integrated campaigns
  • Data and Marketing Ops teams for segmentation, automation, and reporting
  • Digital and Product teams to improve the on-platform customer experience

  New Product Development & Go-to-Market

• Support the development and launch of new membership products and features
• Contribute to go-to-market strategies, with accountability for adoption and engagement among existing customers
• Ensure marketing readiness across channels and audiences

  Performance, Reporting & Optimisation

• Track and report on key marketing performance metrics, including:
  • Retention, renewal and churn performance
  • Engagement, usage and active user trends
  • Upsell, cross-sell and expansion revenue contribution
  • Campaign conversion and channel performance
  • Customer lifecycle and time-to-value metrics
• Analyse activity to identify opportunities for optimisation and growth
• Provide actionable recommendations to improve engagement, retention and revenue contribution
• Contribute to regular analysis, reporting, benchmarking, and performance reviews across Marketing and Commercial teams

  Campaign Delivery, Content & Tools

• Develop marketing material in collaboration with Design and Product Marketing
• Develop enablement toolkits and campaign support materials for Customer Success and Sales teams to use in renewal and expansion conversations
• Confidently use MarTech platforms (e.g. Marketo, CRM, Tableau, Heap, Sailthru) to execute, optimise, and report on campaigns
• Use data, automation, AI-enabled tools, and customer insights to improve targeting, segmentation, health scoring, and campaign performance
• Execute targeted lifecycle and account-based campaigns across channels, audience segments, and priority accounts
• Support campaign automation, nurture journeys, and renewal workflows
• Guide and review the work of marketing executives supporting retention activity, ensuring quality, accuracy and on-time delivery
•  Contribute to budget planning, campaign planning, and performance management

PEI Group is the leading global provider of business intelligence, data, analytics, and events for private markets professionals.

Through meticulously sourced data, deep analytical expertise, and a trusted journalistic heritage, PEI delivers vital intelligence to sharpen the decision-making of more than 30,000 investors, asset managers, and service providers.

With over two decades of strong growth, PEI operates across ten asset classes including private equity, private credit, private real estate, and private infrastructure, through our portfolio of premium research platforms, membership networks, and global events.

Our 500-strong team operating from six offices, equips private market professionals with the relationships, opportunities, and critical market insights they need to navigate evolving markets and achieve stronger investment outcomes.

• 24 days of annual leave (increasing with tenure), plus 9 paid holidays
• 56 hours of sick leave and the last week of the year off globally
• Up to 12 weeks of paid parental leave
• Nationwide medical coverage through anthem blue cross blue shield, with at least one plan covered at no cost for you and your dependants
• Dental, vision, FSA & HSA options, plus voluntary benefits (commuter, disability, legal and pet insurance)
• 401k with 3% employer match through Empower – eligible from day one – no wait period
• 4 paid volunteer days per year and access to EAP and Health Advocate resources
• Participation in our Employee Incentive Reward plan (EIRP), with unit allocations tied to a future private equity exit