At a Glance
- Tasks: Drive client success through onboarding, engagement, and usage optimisation.
- Company: Join PEI Group, a leader in private market data and research.
- Benefits: Competitive salary, inclusive culture, and opportunities for growth.
- Other info: Dynamic team environment with a focus on professional development.
- Why this job: Make a real impact by helping clients maximise product value.
- Qualifications: 1+ years in client-facing roles; strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
About The Role
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.
- 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: 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.
Requirements:
- Qualification & Experience: Bachelor's 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.
EEO Statement: 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.
Senior Client Success Executive employer: PEI Group
PEI Group is an exceptional employer that fosters a collaborative and inclusive work culture, where employees are empowered to drive client success and contribute to meaningful outcomes in the private market sector. With a strong focus on professional development, team members have access to tailored onboarding programs and ongoing training opportunities, ensuring they can thrive in their roles while making a significant impact on client engagement and retention. Located in a dynamic environment, PEI Group offers a unique chance to be part of a global team dedicated to excellence and innovation in data and research products.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Success Executive
✨Tip Number 1
Get to know the company inside out! Research PEI Group’s products and services, especially those related to client success. This will help you speak their language during interviews and show that you're genuinely interested in what they do.
✨Tip Number 2
Network like a pro! Connect with current or former employees on LinkedIn. Ask them about their experiences and any tips they might have for landing a role at PEI. Personal connections can make a huge difference!
✨Tip Number 3
Prepare for role-specific scenarios! Think about how you would handle onboarding, client engagement, and risk management based on the job description. Practising these scenarios can help you stand out in interviews.
✨Tip Number 4
Don’t forget to 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 team at PEI.
We think you need these skills to ace Senior 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 Senior Client Success Executive position.
Showcase Your Achievements:Don’t just list your previous jobs; share specific examples of how you’ve driven client success or improved engagement. We love seeing quantifiable results that demonstrate your impact!
Be Authentic:Let your personality shine through in your application. We’re looking for someone who’s tenacious and hardworking, so don’t be afraid to show us your passion for client success and private markets.
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 without any hiccups!
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 can enhance client onboarding and engagement, as this role is all about ensuring clients see the value in their products.
✨Showcase Your Communication Skills
Prepare examples of how you've effectively communicated with clients in previous roles. Highlight your ability to present insights and engage with senior clients, as this will be crucial for supporting Account Managers and Sales.
✨Demonstrate Problem-Solving Abilities
Think of specific instances where you've identified and addressed client issues or engagement risks. This will show your proactive approach to risk management and your capability to drive product adoption.
✨Research PEI Group and Private Markets
Do your homework on PEI Group and the private markets they operate in. Understanding their products and the challenges faced by their clients will help you tailor your responses and demonstrate your genuine interest in the role.
