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For Companies At a Glance
- Tasks: Drive client success through onboarding, engagement, and usage optimisation.
- Company: PEI Group, a leading business intelligence company with a global presence.
- Benefits: Flexible working arrangements, career development opportunities, and a supportive team culture.
- Other info: Join a diverse team dedicated to connecting investment professionals globally.
- Why this job: Make a real impact by helping clients maximise their product value and achieve success.
- Qualifications: 1+ years in a client-facing role; strong communication skills and organisational ability.
The predicted salary is between 30000 - 42000 £ 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
Client Success Executive employer: PEI Group
Contact Detail:
PEI Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Success 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 conversations and show that you're genuinely interested in helping clients succeed.
✨Tip Number 2
Practice your pitch! Whether it’s a cold call or a client demo, being confident and clear is key. Role-play with a friend or in front of a mirror to nail down your delivery and anticipate questions.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insights into the company culture and may even lead to referrals.
✨Tip Number 4
Don’t forget to follow up! After interviews or networking chats, send a quick thank-you note. It shows appreciation and keeps you top of mind for the hiring team. Plus, it’s a great way to reiterate your enthusiasm for the role!
We think you need these skills to ace Client Success Executive
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in client-facing roles. We want to see how your skills align with the responsibilities of the Client Success Executive position.
Showcase Your Communication Skills: Since this role involves a lot of interaction with clients, it's crucial to demonstrate your communication prowess. Use clear and concise language in your application to reflect your ability to engage effectively with clients.
Highlight Relevant Experience: If you've got experience in onboarding or client engagement, make it shine! We love seeing candidates who can show how they've helped clients realise product value in previous roles.
Apply Through Our Website: We encourage you 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’s super easy!
How to prepare for a job interview at PEI Group
✨Know Your Client Success Basics
Before the interview, brush up on the fundamentals of client success. Understand the full customer lifecycle and be ready to discuss how you can enhance onboarding, product adoption, and engagement. This will show that you’re not just familiar with the role but also passionate about driving client satisfaction.
✨Showcase Your Communication Skills
As a Client Success Executive, you'll need to communicate effectively with clients and internal teams. Prepare examples of how you've successfully managed client relationships or resolved issues in the past. Practising your responses can help you convey confidence during the interview.
✨Demonstrate Analytical Thinking
Be ready to discuss how you would monitor client activity and identify trends. Think of specific metrics you would track and how you would translate those insights into actionable strategies for account managers and sales. This shows that you can think critically about client engagement.
✨Prepare for Role-Playing Scenarios
Expect to engage in role-playing exercises where you might have to handle a client call or present a demo. Practise these scenarios beforehand, focusing on how you would address client concerns and highlight product value. This will help you stand out as someone who can handle real-life situations effectively.