About this opportunity
PEI Group lists this Marketing Manager - Membership Retention opportunity in village of pelham, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
About The Role
Our vision is to nurture PEI Group and our business membership and event brands into must-have resources and interconnected and 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 - Membership Retention based in our New York City or Charlotte offices, will play a key role in protecting and growing recurring revenue across PEI's business information and network-led membership offering.
Working within the strategic direction set by the Senior Marketing Manager, this role is responsible for the planning and execution of audience-led lifecycle programmes that drive engagement, product adoption, renewal and account expansion across priority membership audiences.
Role Overview
You will develop and deliver retention and engagement marketing plans for PEI’s Private Equity membership, ensuring the value of membership is understood, used and renewed across the customer base.
You will translate strategy into integrated lifecycle programmes across onboarding, adoption, engagement, renewal and expansion, working closely with Customer Success, Sales, Editorial, Data and Digital Marketing teams.
This role combines campaign leadership, customer insight, and commercial delivery, with accountability for retention and engagement performance across defined brands and audience segments.
Delivery of Membership Retention Marketing Strategy
Deliver retention and customer engagement marketing plans for Memberships aligned to overall business and marketing strategy
Translate business objectives into clear, commercially focused lifecycle programmes
Deliver retention and expansion initiatives aligned to renewal, retention and revenue KPIs
Ensure the membership value proposition is effectively communicated and reinforced across the full customer lifecycle and all touchpoints
Audience-Led Retention & 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
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 Lifecycle Campaign Planning & Execution
Own delivery of the lifecycle campaign programme across target audiences and organisations
Design and deliver integrated lifecycle programmes across: Onboarding and time-to-value
Engagement and nurture
Renewal and pre-renewal communications
Upsell and cross-sell activity
Events, webinars and network participation
Coordinate activity across email, website, digital, social, content and community channels
Ensure campaigns are aligned to customer needs, account tiers and commercial objectives
Optimise user journeys, in-product messaging and automated communications to improve engagement and conversion
Customer Insight, Account Health & Growth Opportunities
Develop an understanding of personas, jobs-to-be-done, usage behaviour and drivers of renewal and churn
Identify headroom, penetration and expansion opportunities within existing accounts across target regions and audience segments
Use engagement, usage and CRM data to: Segment and prioritise accounts by value, risk and opportunity
Optimise targeting and messaging
Improve adoption, engagement and renewal outcomes
Cross-Team Collaboration
Work closely with: Customer Success teams to align marketing with onboarding, adoption and at-risk account plans
Sales teams to support renewals, account growth and expansion opportunities
Editorial teams to align content with audience needs and value proposition
Events and Networks teams to drive customer participation, cross-sell and integrated campaigns
Data and Marketing Ops teams for segmentation, automation, and reporting
Digital and Product teams to improve the on-platform customer experience
New Product Development & Go-to-Market
Support the development and launch of new membership products and features
Contribute to go-to-market strategies, with accountability for adoption and engagement among existing customers
Ensure marketing readiness across channels and audiences
Performance, Reporting & Optimisation
Track and report on key marketing performance metrics, including: Retention, renewal and churn performance
Engagement, usage and active user trends
Upsell, cross-sell and expansion revenue contribution
Campaign conversion and channel performance
Customer lifecycle and time-to-value metrics
Analyse activity to identify opportunities for optimisation and growth
Provide actionable recommendations to improve engagement, retention 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 enablement toolkits and campaign support materials for Customer Success and Sales teams to use in renewal and expansion conversations
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 customer insights to improve targeting, segmentation, health scoring, and campaign performance
Execute targeted lifecycle and account-based campaigns across channels, audience segments, and priority accounts
Support campaign automation, nurture journeys, and renewal workflows
Guide and review the work of marketing executives supporting retention activity, ensuring quality, accuracy and on-time delivery
Contribute to budget planning, campaign planning, and performance management
About You
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
PEIGroup is the leading global provider of business intelligence, data, analytics,and events for private markets professionals.
Throughmeticulously sourced data, deep analytical expertise, and a trustedjournalistic heritage, PEI delivers vital intelligence to sharpen thedecision-making of more than 30,000 investors, asset managers, and serviceproviders.
Withover two decades of strong growth, PEI operates across ten asset classesincluding private equity, private credit, private real estate, and privateinfrastructure, through our portfolio of premium research platforms, membershipnetworks, and global events.
Our500-strong team operating from six offices, equips private market professionalswith the relationships, opportunities, and critical market insights they needto navigate evolving markets and achieve stronger investment outcomes.
Benefits:
24 days of annual leave (increasing with tenure), plus 9 paid holidays
56 hours of sick leave and the last week of the year off globally
Up to 12 weeks of paid parental leave
Nationwide medical coverage through anthem blue cross blue shield, with at least one plan covered at no cost for you and your dependants
Dental, vision, FSA & HSA options, plus voluntary benefits (commuter, disability, legal and pet insurance)
401k with 3% employer match through Empower – eligible from day one – no wait period
4 paid volunteer days per year and access to EAP and Health Advocate resources
Participation in our Employee Incentive Reward plan (EIRP), with unit allocations tied to a future private equity exit
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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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.