Client Sales Executive

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 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.

About You

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.