At a Glance
- Tasks: Drive sales growth by expanding product offerings within existing client accounts.
- Company: Join PEI Group, a leading business intelligence company with a global presence.
- Benefits: Flexible working arrangements, inclusive culture, and opportunities for career development.
- Other info: Work in a supportive environment with regular feedback and growth opportunities.
- Why this job: Be part of a dynamic team that shapes the future of private equity.
- Qualifications: Sales experience, strong communication skills, and a passion for learning.
The predicted salary is between 35000 - 45000 £ per year.
About 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 the cross-sell and product expansion strategy within existing client accounts. Works in close coordination with Account Management and Client Engagement to identify whitespace, execute outreach, and close incremental revenue across assigned sectors, products, and geographies.
Key Responsibilities
- Cross‑Sell Strategy & Execution: Drive cross-sell and upsell by expanding to new users and introducing additional products within existing client accounts. Identify product expansion opportunities based on usage patterns, greenfield, and account insights. Execute structured campaigns, including outbound outreach, demos, and tailored proposals. Partner with Account Managers to coordinate outreach with renewal cycles and client engagement cadence.
- Territory & Greenfield Management: Maintain a target list of high‑potential accounts for cross‑sell, mapped by tier, product, and vertical. Build outreach strategies using ICO, usage insights, and CE inputs. Track campaign progress, lead conversion, and deal progression in CRM.
- Commercial Closing: Deliver tailored sales pitches, manage product demonstrations, and drive value‑based selling. Manage pricing, objection handling, and negotiation for upsell opportunities. Ensure closed deals are logged accurately and handed back to AMs for lifecycle continuity.
- Internal Coordination: Align with Account Developers to avoid timing conflicts and protect renewal stability. Coordinate with CE on account usage signals, training gaps, and product feedback. Collaborate with Marketing to leverage campaigns, webinars, and lead‑gen plays.
- Forecasting & Pipeline Management: Consistently achieve high forecast accuracy by closely monitoring sales pipelines, market trends, and client commitments, ensuring reliable revenue projections. Maintain individual pipeline of expansion opportunities by tier and product. Participate in weekly sales stand‑ups, forecast reviews, and campaign feedback loops. Track performance against quota and sales KPIs.
About You
Requirements
- Qualification & Experience: Good interpersonal and communication skills. An interest in Private Equity and the enthusiasm to learn more about the industry. Experience interacting and engaging with customers/ clients in a professional work environment. Sales skills and techniques including negotiation and objection handling. Experience as a sales executive or relevant role.
Personal Characteristics:
- Fast learner and a passion for succeeding.
- Self‑motivated who thrives on seeing results.
- Ability to work independently and as a team.
- High degree of personal pride in own and company work, constantly striving to improve.
- Dynamic and charismatic leader of people: able to lead by example from the front and be the face of a new business area for the company.
- Comfortable operating in an environment where regular feedback is provided.
- Resilient under pressure – able to remain focused in the face of multiple competing priorities and ensure key deadlines.
- Diplomacy: able to display multi‑faced communication skills in a persuasive, but diplomatic way to ensure that outstanding results are achieved, and the right deadlines and initiatives get prioritized.
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.
Client Sales Executive employer: PEI Group
PEI Group is an excellent employer that values diversity and fosters a collaborative work culture in the heart of London. With a strong emphasis on employee growth, we offer opportunities for professional development and training, ensuring that our team members excel in their roles while contributing to the integrity of our data products. Join us to be part of a dynamic environment where your attention to detail and commitment to quality will be recognised and rewarded.
StudySmarter Expert Advice🤫
We think this is how you could land Client Sales Executive
✨Tip Number 1
Get to know the company inside out! Research PEI Group's products and services, and understand their client base. This will help you tailor your pitch and show that you're genuinely interested in what they do.
✨Tip Number 2
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, which is always a bonus!
✨Tip Number 3
Practice your sales pitch! Prepare to showcase your negotiation skills and how you handle objections. Role-playing with a friend can help you feel more confident and ready for those tricky questions during interviews.
✨Tip Number 4
Don’t forget to follow up! After an interview, send a thank-you email expressing your appreciation for the opportunity. It shows professionalism and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Client Sales Executive
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Client Sales Executive role. Highlight your relevant experience in sales, client engagement, and any specific achievements that align with the responsibilities mentioned in the job description.
Show Your Passion:Let your enthusiasm for private equity shine through in your application. We want to see that you’re not just looking for a job, but that you’re genuinely interested in the industry and eager to learn more about it.
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 to the role. This will help us quickly understand your qualifications and fit for the position.
Apply Through Our Website:We encourage you to submit your application directly through our website. This ensures that your application is received promptly and allows us to process it efficiently. Plus, it shows you’re proactive and engaged!
How to prepare for a job interview at PEI Group
✨Know Your Products Inside Out
Before the interview, make sure you have a solid understanding of the data and research products PEI Group offers. Familiarise yourself with their features, benefits, and how they can be cross-sold to existing clients. This will help you demonstrate your ability to drive product expansion during the interview.
✨Showcase Your Sales Skills
Prepare to discuss your previous sales experiences, particularly focusing on negotiation and objection handling. Think of specific examples where you've successfully closed deals or expanded accounts. This will show that you have the skills needed to manage pricing and drive value-based selling.
✨Understand the Client Lifecycle
Brush up on the full customer lifecycle from acquisition to renewal. Be ready to talk about how you would engage clients at each stage and what strategies you would implement to ensure ongoing engagement and retention. This knowledge will highlight your alignment with the role's responsibilities.
✨Be Ready for Role-Playing Scenarios
Expect to participate in role-playing exercises during the interview. Practice delivering tailored sales pitches and managing product demonstrations. This will not only showcase your communication skills but also your ability to think on your feet and adapt to different client scenarios.
