Client Sales Executive
Job Location:
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 the cross-sell and product expansion strategy within existing client accounts. Works in close coordination with Account Management and Client Engagement to identify whitespace execute outreach and close incremental revenue across assigned sectors products and geographies.
Key Responsibilities
Cross-Sell Strategy & Execution
- Drive cross-sell and upsell by expanding to new users and introducing additional products within existing client accounts.
- Identify product expansion opportunities based on usage patterns greenfield and account insights.
- Execute structured campaigns including outbound outreach demos and tailored proposals
- Partner with Account Managers to coordinate outreach with renewal cycles and client engagement cadence.
Territory & Greenfield Management
- Maintain a target list of high-potential accounts for cross-sell mapped by tier product and vertical.
- Build outreach strategies using ICO usage insights and CE inputs.
- Track campaign progress lead conversion and deal progression in CRM
Commercial Closing
- Deliver tailored sales pitches manage product demonstrations and drive value-based selling.
- Manage pricing objection handling and negotiation for upsell opportunities.
- Ensure closed deals are logged accurately and handed back to AMs for lifecycle continuity.
Internal Coordination
- Align with Account Developers to avoid timing conflicts and protect renewal stability.
- Coordinate with CE on account usage signals training gaps and product feedback.
- Collaborate with Marketing to leverage campaigns webinars and lead-gen plays.
Forecasting & Pipeline Management
- Consistently achieve high forecast accuracy by closely monitoring sales pipelines market trends and client commitments ensuring reliable revenue projections.
- Maintain individual pipeline of expansion opportunities by tier and product
- Participate in weekly sales stand-ups forecast reviews and campaign feedback loops.
- Track performance against quota and sales KPIs.
Requirements
Qualification & Experience
- Good interpersonal and communication skills.
- An interest in Private Equity and the enthusiasm to learn more about the industry.
- Experience interacting and engaging with customers/ clients in a professional work environment.
- Experience interacting and engaging with customers/ clients in a professional work environment.
- Sales skills and techniques including negotiation and objection handling.
- Experience as a sales executive or relevant role.
Personal Characteristics:
- Fast learner and a passion for succeeding.
- Self-motivated who thrives on seeing results.
- Ability to work independently and as a team.
- Self-motivated and willing to take responsibility.
- Dynamic and charismatic leader of people: able to lead by example from the front and be the face of a new business area for the company.
- Comfortable operating in an environment where regular feedback is provided.
- Resilient under pressure able to remain focused in the face of multiple competing priorities and ensure key deadlines.
- Diplomacy: able to display multi-faceted communication skills in a persuasive but diplomatic way to ensure that outstanding results are achieved and the right deadlines and initiatives get prioritized.
- High degree of personal pride in own and company work constantly striving to improve.
- 20 days of annual leave plus 11 public holidays holiday flex and a gifted December break
- 4 paid volunteer days per year
- Medical insurance coverage
- Participation in the Employee Incentive Reward Scheme
- Employee Assistance Program (EAP) and employee referral scheme
- Flexible working arrangements to support work life balance
What we do:
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 were 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. Weve built a culture where talent grows careers are built with intention and everyone has the opportunity to learn grow and make their mark.
Required Experience:
IC
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.
