Marketing Manager - Membership Retention

PEI Group; Village of Pelham (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

24 days of annual leave

9 paid holidays

Medical coverage

401k with employer match

4 paid volunteer days

Job summary

PEI Group is seeking a Marketing Manager - Membership Retention to lead retention and engagement marketing for our private markets membership products. The role is based in New York City or Charlotte and partners with Customer Success, Sales, Editorial, Data, and Digital Marketing to drive renewal, adoption and account expansion.

You will translate strategy into integrated lifecycle programmes, own campaign delivery across channels, and collaborate with cross-functional teams to optimise

Qualifications

• Bachelor’s degree required. Proven experience in B2B information subscriptions or membership marketing teams.

Responsibilities

• Deliver retention and customer engagement marketing plans for PEI Group membership programmes.
• Translate business objectives into commercially focused lifecycle programmes across onboarding, adoption, renewal and expansion.
• Coordinate campaigns across email, website, digital, social, content and events to drive retention and revenue.

Education

Bachelor’s Degree - B.S. or B.A.

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.