At a Glance
- Tasks: Engage with investors to enhance their membership experience and drive participation.
- Company: Join PEI Group, a diverse and innovative business intelligence company in London.
- Benefits: Flexible working arrangements and a supportive, inclusive culture.
- Other info: Great opportunity for career growth in a fast-paced environment.
- Why this job: Make a real impact by helping members unlock valuable benefits and insights.
- Qualifications: Customer-focused with experience in CRM and a passion for financial services.
The predicted salary is between 30000 - 40000 £ per year.
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
About Us
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.
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.
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.
Membership Engagement Executive (3 month FTC) in City of London employer: PEI Group
PEI Group is an excellent employer that fosters a welcoming and inclusive work culture, making it an ideal place for individuals seeking meaningful engagement in the financial services sector. With a focus on employee growth and development, team members benefit from flexible working arrangements and opportunities to connect with senior professionals while contributing to impactful membership initiatives. Located in London, our diverse team thrives in a fast-paced environment, ensuring that every employee can maximise their potential and make a difference in the investment community.
StudySmarter Expert Advice🤫
We think this is how you could land Membership Engagement Executive (3 month FTC) in City of London
✨Tip Number 1
Get to know the company inside out! Research PEI Group's values, mission, and recent projects. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your pitch! Since you'll be engaging with lapsed members, prepare a friendly and confident introduction. Highlight how you can help them unlock the benefits of their membership – it’s all about making them feel valued!
✨Tip Number 3
Leverage your network! Reach out to connections who might have insights into the membership landscape or even PEI Group itself. A referral or insider tip can give you an edge in your conversations.
✨Tip Number 4
Don’t forget to follow up! After your initial outreach, send a quick email or message to thank them for their time and reiterate your enthusiasm. It shows professionalism and keeps you on their radar.
We think you need these skills to ace Membership Engagement Executive (3 month FTC) in City of London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Membership Engagement Executive role. Highlight your experience with customer engagement and any relevant skills that match the job description. We want to see how you can bring value to our team!
Show Your Passion:Let your enthusiasm for the role shine through! Mention your interest in financial services and alternative investments, as well as any previous experiences that demonstrate your customer-focused approach. We love seeing candidates who are genuinely excited about what we do.
Be Clear and Concise:When writing your application, keep it straightforward and to the point. Use clear language and avoid jargon unless it's relevant. We appreciate a well-structured application that makes it easy for us to see your qualifications and fit for the role.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at PEI Group!
How to prepare for a job interview at PEI Group
✨Know Your Membership Products
Before the interview, make sure you understand the membership products PEI Group offers. Familiarise yourself with the Infrastructure Investor brand and think about how you can help lapsed members engage with these products. This knowledge will show your genuine interest and readiness to contribute.
✨Practice Your Communication Skills
Since you'll be leading conversations with senior professionals, practice articulating your thoughts clearly and confidently. Role-play common scenarios, like conducting introductory demos or addressing member concerns, to ensure you're comfortable and engaging during the actual interview.
✨Show Your Customer-Focused Attitude
PEI Group values a customer-focused approach, so be prepared to share examples of how you've successfully engaged with clients in the past. Highlight any experiences where you turned around a disengaged customer or improved their experience, as this will resonate well with the interviewers.
✨Demonstrate Your Tech Savviness
As the role involves using CRM systems and other technology, be ready to discuss your experience with these tools. If you have specific examples of how you've used technology to enhance customer engagement or streamline processes, share those to showcase your adaptability and eagerness to learn.
