Outbound Client Sales Executive
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Job Summary
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 own 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 teams 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 teams 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
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.
