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For Companies At a Glance
- Tasks: Drive client success through onboarding, engagement, and product optimisation.
- Company: Join a dynamic team at PEI Group, a leader in private market data.
- Benefits: Flexible working arrangements, inclusive culture, and opportunities for career growth.
- Other info: Embrace a supportive environment that values diverse talent and encourages personal development.
- Why this job: Make a real impact by helping clients maximise their product experience.
- Qualifications: Experience in client-facing roles and strong communication skills.
The predicted salary is between 30000 - 40000 £ 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 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 under-utilization, 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.
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.
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 Success Executive employer: PEI
Contact Detail:
PEI 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, especially those related to client success. This will help you speak confidently about how you can add value during interviews.
✨Tip Number 2
Practice your pitch! Be ready to share specific examples of how you've successfully engaged clients in the past. Use the STAR method (Situation, Task, Action, Result) to structure your stories.
✨Tip Number 3
Network like a pro! Connect with current or former employees on LinkedIn to gain insights about the company culture and expectations. Plus, it might just give you an edge in the hiring process!
✨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 genuinely interested in joining the team at PEI Group.
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 how your experience aligns with the Client Success Executive role. We want to see how you can bring value to our team, so don’t hold back on showcasing your relevant skills!
Showcase Your Client-Facing Experience: Since this role is all about client engagement, share specific examples of your past experiences in client-facing positions. We love to see how you've successfully managed relationships and driven results for clients.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. We appreciate clarity, so make sure your key achievements and skills stand out without unnecessary fluff.
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
✨Know Your Client Success Basics
Before the interview, brush up on the fundamentals of client success. Understand the customer lifecycle and be ready to discuss how you can enhance onboarding, product adoption, and engagement. This will show that you’re aligned with the role's purpose.
✨Showcase Your Communication Skills
Since this role involves a lot of client interaction, prepare examples that highlight your communication skills. Think about times when you successfully engaged clients or resolved issues. Be ready to demonstrate how you can confidently communicate with senior clients.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. For instance, think about how you would handle a disengaged client or a drop-off in usage. Prepare structured responses that showcase your analytical skills and proactive approach.
✨Research PEI Group and Its Products
Familiarise yourself with PEI Group’s data and research products. Understanding their offerings will help you articulate how you can add value to clients and contribute to their success. It also shows genuine interest in the company and its mission.