Client Relationship Executive

About The Role

PEI Group seeks Client Relationship Executive to be responsible for all post sales sponsorship services for a portfolio of conferences. The events are industry leading and global attracting up to 3,000 attendees.

In this role the Sponsor Services Executive will be responsible for ensuring sponsors are equipped with all relevant information and materials to have a first-class experience when interacting with PEI. From an internal perspective, it is essential to supply materials that are required from the customer to display their brand across our communication channels in an organised and timely fashion. The work will mean aligning with different teams in a matrix structure to ensure smooth delivery of high-quality sponsor experiences.

A commercial role, a key metric of success will be customer retention. You will report to the Sponsor Services Team Leader and provide updates and progress on a regular basis.

You will work closely with sales, production, marketing and operations for each event.

A key element will be to identify where sales time is being consumed by tasks that are preventing growth within the brands. Not a direct sales role, you will be encouraged to build relationships with customers that can facilitate upsell and cross sell.

Day-to-day responsibilities

• Leading role in sponsor engagement on events, identifying and resolving issues and ensuring expectations are met.
• Manage onboarding steps by ensuring key contacts, collateral, logos, attendee details are gathered in good time.
• Using the CRM system to compile, maintain and use accurate sponsor attendee records and registration lists.
• Be part of internal and external sponsor meetings and conference calls.
• Working with Programming, Marketing, Operations and Sales, finance teams to ensure that targets are met, and deadlines adhered to, and that the event is delivered to a high standard.
• Working with the marketing team to ensure sponsor's brand consistency across all aspects of the event, reviewing final marketing copy and event documentation.
• Producing detailed proposals, loading orders into CRM and producing briefing documents for sponsors (e.g., timelines, venues and budgets).
• Working with the operations manager, sponsorship managers and commercial managers to plan exhibition layouts, schedule workshops, private breakfasts and networking events.
• Managing the delivery of sponsor content both at the event, online and print.
• Liaising with sponsors and marketing team to create branding for the event and assisting in the production of invitations, adverts, online banners, documentation books, and social media coverage.
• Attending events and handling client queries and troubleshooting on the day of the event to ensure that everything runs smoothly.
• Post-event evaluation including data entry and analysis and producing reports for event stakeholders.

About You

Requirements

Skills and experience:

• Significant experience in the conference and exhibition industry
• Working in a fast-paced team environment
• Meeting deadlines and resolving problems under pressure
• Strong communication skills and a diplomatic approach
• Excellent attention to detail
• A customer focus and commitment to delivering quality service
• Strong administration skills
• Ability to work on multiple projects at the same time to tight deadlines
• Quick learner, able to adapt in a dynamic environment
• Positive attitude with the ability to build efficient working relationships
• Microsoft office, especially PowerPoint and Excel
• Experience using CRM systems
• Excellent written and verbal communication skills

About Us

Who we are

PEI Group is a subscriber-focused business intelligence company. With our multi-talented global team of over 490 people, spread across EMEA, USA & Asia, our purpose is to inform and connect investment professionals across global, specialised markets. We identify specific high growth, high value investment sectors and themes where deep insight, strong market relationships and active capital flows are critical for success.

What we do

PEI Group provides industry-leading journalism, data, and market insight to subscribing clients via a wide portfolio of specialist brands supported by our robust and scalable digital publishing, analytics, and database platform. We also track the firms and individuals who shape markets and bring client-communities together to enable knowledge sharing, profile building and relationship development through professional networks and events. Wherever our markets are active – in New York, Los Angeles, Tokyo, Sydney, Hong Kong, Singapore, London and elsewhere – PEI is hard at work examining crucial market forces and shifting investment themes, identifying active investors and their capital allocations, and scanning ahead for regulatory changes, new compliance requirements and other risk factors.

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.

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