About The Role
PEI Group are looking for a Membership Success Executive to join our welcoming, diverse, and growing team based in London on a three-month FTC. The successful candidates will undertake outreach to investors, who are our key members, to help them participate in and engage with our membership products. Candidates will firstly be working on our Infrastructure Investor brand, before pivoting to others as the year unfolds.
Your main responsibilities include:
- Driving and helping members, in particular lapsed members, to complete/update their profiles via phone and email, to unlock a range of benefits from the network.
- Conducting introductory demos of the membership platform, highlighting key features and explaining how to maximize value from their membership.
- Reporting on activations and engagement.
- Maintaining CRM records and profiles and ensuring trackers are up-to-date.
- Gathering feedback on the value of the membership and on how we can improve our membership offering.
- Working closely with colleagues in the Networks team and beyond to ensure a first-rate member experience.
About You
We are looking for someone who is;
- Customer-focused
- Pro-active
- Comfortable leading conversations with lapsed or disengaged customers
- Comfortable working in a fast-paced environment
- Comfortable speaking with senior professionals via phone or Zoom/Teams
- At ease with new technology
- Cares about metrics and feedback
- Keen to learn more about the world of alternative investments
Experience & Qualifications;
- Experience dealing with a range of clients via different channels
- Experience managing contacts in CRM
- Interest in financial services, especially private markets
- A recent background in Events, Customer Service/Success, Administration, Marketing, or Community / Account Management is advantageous, as is experience working in a membership organisation
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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.
