Client Success Executive
Job Location:
New York City, NY - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
PEI Groups 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.
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.
Required Experience:
Exec
About Company
PE Hub is the premium intelligence service covering private equity deal-making in North America and Europe. Access our latest deal news and insights now.
