Marketing Manager - Membership Retention

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.

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.

• 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

• 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

• 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

• 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

• Work closely with:
  • Customer…