At a Glance
- Tasks: Engage with members to enhance their experience and drive participation in our membership products.
- Company: Join a diverse and welcoming team at PEI Group, a leader in investment intelligence.
- Benefits: Flexible working arrangements and a supportive environment for career growth.
- Other info: Fast-paced role with opportunities to learn about alternative investments.
- 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.
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
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) employer: PEI Group
PEI Group is an excellent employer that fosters a welcoming and diverse work environment in the heart of London. With a strong focus on employee growth, we offer flexible working arrangements and encourage career returners, ensuring that every team member can thrive while contributing to our mission of connecting investment professionals. Join us to engage with a dynamic team and make a meaningful impact in the world of alternative investments.
StudySmarter Expert Advice🤫
We think this is how you could land Membership Engagement Executive (3 month FTC)
✨Tip Number 1
Get to know the company inside out! Research PEI Group and their membership products. This will help you tailor your conversations and show genuine interest when you reach out to potential members.
✨Tip Number 2
Practice your pitch! Whether it’s over the phone or on Zoom, being comfortable leading conversations is key. Role-play with a friend or in front of a mirror to boost your confidence.
✨Tip Number 3
Don’t shy away from metrics! Familiarise yourself with how to track engagement and activations. Being data-savvy will not only impress your future colleagues but also help you understand what drives member success.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re proactive and keen to be part of our diverse team at PEI Group.
We think you need these skills to ace Membership Engagement Executive (3 month FTC)
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 in your application. Mention why you're excited about working with PEI Group and how you can contribute to enhancing member experiences. We love candidates who are genuinely interested in 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.
Apply Through Our Website:Don’t forget to submit your application through our official website! This ensures that your application gets to the right place and helps us keep track of all candidates. We’re looking forward to seeing what you’ve got!
How to prepare for a job interview at PEI Group
✨Know Your Membership Products
Before the interview, make sure you understand the membership products offered by PEI Group. Familiarise yourself with the key features and benefits, especially those that might appeal to lapsed members. This will help you demonstrate your customer-focused approach during the conversation.
✨Practice Engaging Conversations
Since the role involves reaching out to lapsed members, practice leading conversations that are both engaging and informative. Role-play scenarios where you explain how to maximise their membership value. This will boost your confidence and show your proactive nature in the interview.
✨Showcase Your CRM Skills
Be prepared to discuss your experience with CRM systems. Highlight any specific tools you've used and how you've maintained records or tracked engagement. This will show that you're comfortable with technology and metrics, which is crucial for this role.
✨Demonstrate Your Interest in Financial Services
Research the financial services sector, particularly private markets, before your interview. Being able to discuss current trends or challenges in the industry will not only impress your interviewers but also show your genuine interest in the field and eagerness to learn more.
