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
The Business Development Representative (BDR) is a critical role within the global acquisition team, responsible for top-of-funnel pipeline creation and early-stage client engagement. This individual owns outbound prospecting activities and is the first point of contact for new business opportunities. The BDR works closely with regional sales managers and senior sales executives to drive engagement from inbound leads and outbound campaigns, booking qualified discovery calls with target accounts across regions. Success in this role requires curiosity, persistence, and a commitment to rigorous outbound execution.
Key Responsibilities
- Execute daily outbound cadences to assigned target accounts, including cold calling, personalized emails, and LinkedIn outreach.
- Rapidly respond to inbound interest including paywall hits, gated content registrations, marketing email clicks, and first-time logins.
- Book qualified discovery calls for New Business Sales Executives and Commercial Leaders, ensuring a steady flow of meetings from both inbound and outbound sources.
- Partner with sales and marketing to prioritize accounts, develop messaging strategies, and test campaign performance.
- Maintain and update accurate contact and activity records in the CRM (Microsoft Dynamics), ensuring full transparency and data hygiene.
- Build and refine target lists based on firmographic and behavioural signals across PE, VC, real assets, and other financial institutions.
- Collaborate closely with product, marketing, and account teams to stay informed about new initiatives, offerings, and key industry trends.
KPIs and Performance Metrics
- Qualified meetings booked per week/month.
- Conversion rate from prospecting to meeting held.
- Activity volume and engagement (emails, calls, LinkedIn touches).
- Contribution to pipeline (meetings generated that result in qualified opportunities).
- Speed to lead: time to follow up on inbound interest.
What Success Looks Like
- You consistently meet or exceed your monthly meeting booking targets.
- You demonstrate strong coordination with regional sales and marketing teams to refine messaging and prioritize high-value accounts.
- You drive measurable pipeline impact by generating qualified interest from new logos and whitespace accounts.
- You serve as a critical bridge between marketing and sales, ensuring smooth lead handoff and feedback loops.
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Requirements
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 large scale customers and new clients in a professional work environment.
- Experience as a business development representative, with a track record of achieving sales quotas (desired but not essential).
- Experience working in a target driven/ KPI work environment.
Experience or researching contacts and organization mapping.
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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 enthusiasm to learn.
- Resilient under pressure.
- 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.
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.
