At a Glance
- Tasks: Hunt for new opportunities in existing accounts and build deep client relationships.
- Company: Join a leading firm in the dynamic private markets industry.
- Benefits: Enjoy flexible working, competitive pay, and career growth opportunities.
- Other info: Collaborative culture that values diversity and supports personal development.
- Why this job: Make an impact by driving sales and expanding client accounts.
- Qualifications: Sales experience with a knack for prospecting and account mapping.
The predicted salary is between 35000 - 42000 £ per year.
About The Role
The Outbound Client Sales Executive hunts untapped opportunity inside assigned existing accounts. This is a pure outbound role – no inbound opportunities – built on deep understanding of each client organisation. It systematically maps assigned accounts to uncover teams, desks and offices not yet using PEI, then prospects into them to land new seats and new products, alongside the Account Manager who owns the relationship and renewal.
Deep Account Intelligence & Mapping
- Develop expert knowledge of each assigned account: strategy, structure, funds, teams, offices and investment focus.
- Map the full client organization – buying centres, subsidiaries and geographies – against current seat and product coverage.
- Build and maintain a greenfield matrix per account: unlicensed teams and users by product, brand and vertical.
- Track client market activity (fund launches, senior hires, office openings) as timely triggers for outreach.
Outbound Greenfield Prospecting
- Self-generate 100% of pipeline through outbound prospecting into new contacts and teams within assigned accounts.
- Run multi-touch, multi-channel cadences (email, phone, LinkedIn, events) tailored to each team's workflow and use case.
- Convert existing relationships into referrals and warm introductions to untouched teams.
- Qualify rigorously against structured scoring criteria.
New Seats & New Products
- Convert unlicensed users and shadow usage into new seats, moving accounts up user bands.
- Introduce new products and brands to teams and desks with no current coverage.
- Land PEI in new departments, offices and geographies within the client organization.
- Build multi-threaded champions in each new buying centre to anchor long-term expansion.
Full-Cycle Closing
- Deliver tailored pitches and product demonstrations grounded in the target team's specific workflow.
- Manage pricing, objection handling and negotiation for expansion opportunities in line with rate card.
- Close self-sourced deals end-to-end; log accurately and hand back to Account Managers for lifecycle continuity.
Internal Coordination
- Align with Account Managers on timing to avoid conflicts and protect renewal stability.
- Use Client Engagement usage signals and training gaps to identify expansion-ready teams.
- Feed account intelligence to Marketing to sharpen campaigns and account-based plays.
Forecasting & Metrics
- Own individual quota for expansion revenue closed from self-sourced greenfield pipeline.
- Accountable for outbound activity and conversion metrics: new contacts engaged, meetings booked, opportunities created, win rate.
- Maintain accurate forecast, pipeline coverage and CRM hygiene in Dynamics 365; participate in weekly pipeline reviews and stand-ups.
About You
Qualification & Experience
- Proven track record in expansion and upsell sales with consistent quota attainment.
- Demonstrated success in greenfield prospecting within existing accounts.
- Experience in complex, enterprise B2B sales cycles.
- Strong understanding of account mapping, buying centres and multiple stakeholder management.
- Proven ability to develop deep account intelligence and identify expansion opportunities.
- Proficiency with sales tools and CRM platforms (Dynamics 365 preferred).
- An interest in Private Markets and enthusiasm to learn more about the industry.
Technical Skills
- Advanced prospecting and outbound engagement across multiple channels (phone, email, LinkedIn).
- Sales techniques including discovery, value-based selling, negotiation and objection handling.
- Ability to deliver compelling product demonstrations and build business cases for expansion.
- Account research and competitive intelligence gathering.
- Pipeline management and pipeline forecasting skills.
Personal Attributes
- Resilient and driven: thrives under pressure and remains focused on expansion revenue in the face of multiple competing priorities.
- Self-motivated with a passion for succeeding and comfort operating independently with minimal supervision.
- Excellent communication and interpersonal skills – able to engage with and persuade stakeholders across multiple levels and functions.
- Persistence and resilience: comfortable with rejection and able to maintain momentum and positivity through longer sales cycles.
- Strategic thinker with the ability to analyze account structures, identify patterns and adjust tactics based on account feedback.
- Fast learner with high self-awareness and comfort with regular feedback.
- Collaborative: ability to work closely with Account Managers, Client Engagement and Marketing to drive coordinated account growth.
About Us
PEI sits at the centre of one of the most dynamic industries in global finance. Private markets have grown from a niche corner of the investment world into an industry with $15 trillion AUM, spanning dozens of strategies, hundreds of geographies and thousands of funds. The professionals navigating it rely on us to make sharper decisions.
Today, PEI operates a range of platforms, each dedicated to a major asset class or investment theme; from private equity and infrastructure to real estate, private credit and beyond. What makes us genuinely different is what we bring together. Data-enabled tools. Data-enriched insight. Built on powerful proprietary datasets. Editorial insights based on deep market knowledge and experience. The networks and communities that convene the people who move and manage capital. No other business is this well connected. This shapes everything we build, every hire we make, and every decision we take.
Who we’re looking for:
Our 500+ team spans Europe, APAC and the Americas – researchers, journalists, data scientists, product engineers, events professionals, marketers and commercial specialists – all working to give private markets professionals the intelligence edge they need.
Central to everything we do is our people. We’ve built a culture where talent grows, careers are built with intention, and everyone has the opportunity to learn, grow, and make their mark.
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.
Outbound 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 Outbound Client Sales Executive
✨Leverage Your Network
In sales and business development, who you know can often be as important as what you know. Get involved with local networking events or industry meetups to connect with key players. Don't be shy—share your passion for the field and let folks know you're on the lookout for opportunities!
✨Show Your Skills Through Real-World Results
When targeting a full-time role like Outbound Client Sales Executive at PEI Group, presenting tangible results from your previous sales experience can set you apart. Bring along case studies or examples of how you've closed deals or expanded accounts, and don't forget to showcase your problem-solving prowess. It’s all about quantifying your success!
✨Engage with Sales Communities
Dive deep into online sales communities, like Sales Hacker or LinkedIn groups dedicated to sales professionals. Engaging in discussions and sharing insights can boost your visibility and might just put you on the radar of hiring managers looking for fresh talent in business development.
✨Direct Applications Matter
While we all know the online application route, consider sending direct applications to companies you admire, including PEI Group. Tailor your message to explain why you’re drawn to them and how you can contribute as a Outbound Client Sales Executive. Sometimes, a personal touch can grab attention faster than a generic application!
We think you need these skills to ace Outbound Client Sales Executive
Some tips for your application 🫡
Show Off Those Sales Skills:In your CV and cover letter, highlight any previous sales or business development experience you have. Use numbers and examples to showcase your achievements – did you exceed sales targets or bring in new clients? Make those accomplishments shine!
Tailor Your Message for PEI Group:When writing your cover letter, make sure to tailor your message specifically for PEI Group. Show that you know the company’s mission and how your skills align with their goals in the sales landscape. This personalised touch will grab their attention!
Keep It Professional Yet Engaging:Sales is all about relationships, so while you want to maintain professionalism in your application, don’t be afraid to let your personality shine through. Engage the reader and demonstrate your enthusiastic approach to sales and business development!
Proof of Performance:Include any relevant certifications or training you’ve undertaken in sales or negotiation tactics. If you’ve attended workshops or courses, list these to showcase your commitment to professional development. This extra touch can set you apart from the competition!
How to prepare for a job interview at PEI Group
✨Know Your Sales Methodologies
Brush up on popular sales methodologies like SPIN Selling or Challenger Sales. Being able to discuss these techniques and how you've applied them will show PEI Group that you understand the role and can hit the ground running in the sales game.
✨Demonstrate Your Deal-Making Skills
Prepare to share stories from your past experiences where you closed deals, overcame objections, or started new client relationships. We want to show PEI Group that you’re not just about numbers but also about building lasting connections in business development.
✨Prepare for Role-Play Scenarios
In a full-time sales interview, don’t be surprised if they throw in a role-play exercise to test your pitching skills. Practising how you would pitch a product or handle an objection will help us shine in this simulation—think of it like a dress rehearsal for your future sales calls!
✨Align Your Goals with the Company’s Vision
Take a moment to reflect on how your career ambitions align with PEI Group’s objectives. When we articulate how our personal growth ties in with the company’s goals, it shows commitment and a genuine interest in contributing to their success.
