About The Role
Our vision is to nurture PEI Group and our business membership and event brands into must-have resources and interconnected professional networks, enabling private market investors, managers, and service providers to better meet their business objectives and outperform in their markets.
The marketing team acts as strategic partners to the business, delivering customer-centric, creative, and high-performance programmes that drive engagement, strengthen brand preference, and underpin commercial success.
The Marketing Manager – Memberships, based in either our New York City or Charlotte office, will play a key role in delivering marketing strategy and growth across PEI’s business information and network-led membership offering.
Working within the strategic direction set by the Senior Marketing Manager, this role owns the full membership lifecycle – from audience acquisition and new logo growth through to onboarding, adoption, renewal and account expansion – and includes marketing our flagship events for the Private Funds CFO brand.
Role Overview
You will develop and deliver marketing plans for Private Funds CFO membership, ensuring it is effectively positioned within private markets.
You will translate strategy into integrated campaign programmes across the member lifecycle, working closely with Sales, Editorial, Data, and Digital Marketing teams.
This role combines campaign leadership, audience insight, and commercial delivery, with accountability for marketing performance across defined brands and audience segments.
Responsibilities and duties:
Delivery of Membership Marketing Strategy
- Deliver marketing plans for Memberships aligned to overall business and marketing strategy
- Translate business objectives into clear, commercially focused campaign programmes
- Deliver campaign and acquisition initiatives aligned to revenue, pipeline, and conversion KPI’s
- Ensure the membership value proposition is effectively communicated and integrated across all channels and touchpoints
Audience-Led Acquisition Marketing
- Plan and deliver acquisition marketing programmes focused on:
- Lead generation
- ICP-qualified pipeline growth
- Lead-to-opportunity conversion
- New logo acquisition
- Develop and execute ABM initiatives across target priority pursuit firms
- Identify opportunities to improve lead-to-membership revenue conversion
Retention, Engagement & Expansion Marketing
- Plan and deliver retention marketing programmes focused on renewal and gross revenue retention, product adoption, usage and active user growth, upsell, cross-sell and seat expansion, and at-risk account intervention and win-back
- Develop and execute account-based engagement initiatives across priority and strategic accounts
- Identify opportunities to improve renewal rates, reduce churn and increase net revenue retention
Integrated Campaign Planning & Execution
- Own delivery of campaign programme across target audiences and organisations
- Deliver integrated campaigns across email, digital channels, social media, paid media, content marketing, events and nurture journeys
- Coordinate campaigns across acquisition, demo generation, conversion, and nurture activity
- Ensure campaigns are aligned to audience needs, ICP and commercial objectives
- Optimise landing pages, user journeys, and campaign conversion performance
Audience Insight, TAM & Growth Opportunities
- Develop an understanding of TAM, ICPs, personas, and audience behaviour.
- Identify headroom, penetration, and account-based growth opportunities across target regions and audience segments
- Use data and insights to optimise targeting and messaging, identify growth opportunities, improve conversion and engagement
Cross-Team Collaboration
Work closely with
- Sales teams to support acquisition, lead pipeline and conversion
- Sales teams to improve lead quality and funnel performance
- Editorial teams to align content with audience needs and value proposition
- Events and Networks teams to support cross-sell and integrated campaigns
- Data and Marketing Ops teams for segmentation, automation, and reporting
- Digital teams to align and continuously improve SEO and AEO visibility
New Product Development & Go-to-Market
- Support the development and launch of new membership products
- Contribute to go-to-market strategies and campaign execution for new initiatives
- Ensure marketing readiness across channels and audiences
Performance, Reporting & Optimisation
- Track and report on key marketing performance metrics, including leads and ICP-qualified pipeline, conversion and funnel performance, channel attribution, traffic and engagement, campaign ROI and acquisition performance
- Analyse activity to identify opportunities for optimisation and growth
- Provide actionable recommendations to improve campaign effectiveness, conversion, and revenue contribution
- Contribute to regular analysis, reporting, benchmarking, and performance reviews across Marketing and Commercial teams
Campaign Delivery, Content & Tools
- Develop marketing material in collaboration with Design and Product Marketing
- Develop sales enablement toolkits and campaign support materials for Sales teams
- Confidently use MarTech platforms (e.g. Marketo, CRM, Tableau, Heap, Sailthru) to execute, optimise, and report on campaigns
- Use data, automation, AI-enabled tools, and audience insights to improve targeting, segmentation, lead scoring, and campaign performance
- Execute targeted inbound and outbound campaigns across channels, audience segments, and priority accounts
- Support campaign automation, nurture journeys, and lead workflows
- Contribute to budget planning, campaign planning, and performance management
About You
Experience & Skills
- Bachelor’s Degree – B.S. or B.A.
- Proven experience working in a B2B information subscriptions or membership marketing team.
- Understanding of digital marketing platforms and programmes, experience in creating and leading the execution of marketing campaign programmes from end to end, e.g. nurture journeys, ABM.
- Delivers thoughts and ideas on improving existing activity as well as insight into testing new ideas to differentiate from competitors and grow each brand’s footprint in the market.
- Copywriting – produce compelling copy to drive leads and conversions for their responsible titles and give feedback to the marketing team on their campaigns.
- Dynamic – displaying energy and confidence in all interactions with peers, management and stakeholders.
- Confident – belief in their ability to bring innovation and deliver on the businesses KPIs.
- Forward thinking – constantly looking for new and better ways of doing things.
- Understanding what and how new mar-techs can drive efficiencies and better results.
- Commercial – never losing sight of the revenue targets, constantly tracking campaign KPIs and ensuring that the plans that have been laid out to achieve our financial targets get completed.
- Resourceful – using initiative to solve problems, overcome obstacles and complete projects.
About Us
PEI Group is the leading global provider of business intelligence, data, analytics, and events for private markets professionals.
Through meticulously sourced data, deep analytical expertise, and a trusted journalistic heritage, PEI delivers vital intelligence to sharpen the decision‑making of more than 30,000 investors, asset managers, and service providers.
With over two decades of strong growth, PEI operates across ten asset classes including private equity, private credit, private real estate, and private infrastructure, through our portfolio of premium research platforms, membership networks, and global events.
Our 500-strong team operating from six offices, equips private market professionals with the relationships, opportunities, and critical market insights they need to navigate evolving markets and achieve stronger investment outcomes.
At PEI we valuediverse talent and welcome applications from everyone – regardless ofbackground. We are an equalopportunity employer and our inclusive cultureat PEI is reflected in every stage of the recruitment journey. Please inform usat initial stages of the recruitment process if you require any reasonableadjustments and we can accommodate this.
PEI Group supportsflexible working arrangements, and we welcome career returners.
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