At a Glance
- Tasks: Drive client success through onboarding, engagement, and usage optimisation across our data products.
- Company: Join PEI Group, a leading business intelligence company with a global reach.
- Benefits: Flexible working arrangements, inclusive culture, and opportunities for career growth.
- Other info: Dynamic team environment with a focus on professional development and collaboration.
- Why this job: Make a real impact by helping clients maximise their product value and drive retention.
- Qualifications: 1+ years in a client-facing role; strong communication and organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
Purpose of the Role
PEI Group’s Subscriptions organization brings together Account Management, Sales, Client Engagement, and Business Development to drive growth and retention across our data and research products. This team owns the full customer lifecycle - from initial acquisition to onboarding, ongoing engagement, renewal, and expansion - and plays a central role in delivering commercial outcomes and ensuring our brands are seen as essential tools for private market professionals globally.
Position Summary
Owns client onboarding, product adoption, usage optimization, and engagement insights across all Tier accounts. Acts as a key partner to Account Managers and Sales, ensuring clients realize product value, renew with confidence, and generate signals for cross-sell and upsell.
Key Responsibilities
- Onboarding & Enablement: Deliver structured onboarding programs tailored to client tier and product mix. Coordinate welcome materials, training sessions, user access, and first-use milestones. Track implementation progress and surface blockers or engagement risks early.
- Usage Monitoring & Insight Generation: Monitor client activity across platforms and products using engagement dashboards. Identify gaps in usage, feature adoption, or account-level engagement trends. Translate insights into actions for AMs and Sales (e.g., expansion, at-risk, advocacy potential).
- Lifecycle Engagement Support: Support QBRs (when necessary) with usage insights, and engagement commentary. Join Account Management and Sales on strategic calls to provide product usage context. Coordinate across Client Success team for pooled enablement in Tiers.
- Risk Management & Retention Signals: Flag early risk indicators: login drop-off, license underutilization, key contact disengagement. Support renewal discussions by validating product value realization. Run reports and provide analysis for disengaged accounts, usage drop-offs, or onboarding failures.
- Internal Collaboration & Feedback Loop: Collaborate with Account Managers on renewal risk and expansion readiness. Provide Sales with data to inform cross-sell timing and outreach. Share structured feedback with Product and Marketing based on client interactions.
About You
Requirements
Although we are keeping direct experience and knowledge requirements to a minimum, we do need you to demonstrate your capabilities in relation to the points listed under essential requirements in the person specification. You should be prepared to discuss illustrations on how your competencies have helped you to achieve positive results. We are looking for someone who is;
- Qualification & Experience: Batchelors Degree (desired but not essential), 1+ years of experience working in a client facing position (or similar), Experience in a telephony based role (essential), Experience providing client demos and presentations (desired but not essential), Previous experience in customer focused positions (essential), Must be able to speak English to a professional business standard.
- Personal Attributes: Willingness to make several dozen cold calls a day to PEI service users. Ability to acquire some knowledge and command of private markets. Organisational ability to handle involved-administrative responsibilities. Ability to achieve targets and maximise on client opportunities. Tenacious and hardworking. Able to communicate confidently to a range of senior clients.
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.
Senior Client Success Executive in City of London employer: PEI Group
PEI Group is an exceptional employer that fosters a dynamic and inclusive work culture, where diverse talent thrives. With a strong focus on employee growth, we offer tailored onboarding programs and continuous support for career development, ensuring that our team members are equipped to succeed in their roles. Located in a vibrant global market, we provide unique opportunities to engage with investment professionals and contribute to meaningful insights that drive the private markets forward.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Success Executive in City of London
✨Tip Number 1
Get to know the company inside out! Research PEI Group's values, products, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Practice your pitch! Be ready to discuss how your past experiences align with the role of Senior Client Success Executive. Use specific examples to demonstrate your skills in client engagement and retention.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the PEI Group family.
We think you need these skills to ace Senior Client Success Executive in City of London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight how your experience aligns with the key responsibilities of the Senior Client Success Executive role. We want to see how you can bring value to our team!
Showcase Your Client-Facing Skills:Since this role is all about client engagement, share specific examples of how you've successfully managed client relationships in the past. We love hearing about your successes and how you’ve made a difference!
Be Clear and Concise:When writing your application, keep it straightforward and to the point. We appreciate clarity, so make sure your skills and experiences shine through without unnecessary fluff!
Apply Through Our Website:We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at PEI Group
✨Know Your Client Lifecycle
Familiarise yourself with the full customer lifecycle, from acquisition to renewal. Be ready to discuss how you've successfully managed client onboarding and engagement in previous roles, as this will show your understanding of the key responsibilities.
✨Showcase Your Analytical Skills
Prepare to talk about how you've monitored client activity and translated insights into actionable strategies. Bring examples of how you've identified usage gaps or engagement trends and what steps you took to address them.
✨Demonstrate Collaboration
Highlight your experience working with cross-functional teams, especially in client-facing roles. Be prepared to share specific instances where you collaborated with sales or account managers to drive client success and retention.
✨Be Ready for Role-Play
Expect some role-play scenarios during the interview, especially around client calls or presentations. Practise how you would handle a call with a senior client, focusing on demonstrating product value and addressing potential concerns.
