Resource Data Management (RDM) is a global leader in retail refrigeration and HVAC control solutions, helping customers improve efficiency, compliance, and performance across multi site estates. As part of our next phase of growth, we are expanding across the UK, Europe, and North America, with a strategic focus on: HVAC and building management systems (BMS) Quick Service Restaurant (QSR) sector The Opportunity We are seeking a commercially driven Revenue Marketing & CRM Manager to build and lead a scalable, data led pipeline generation engine. This is not a brand marketing role - it is a revenue generating role accountable for pipeline performance. This is a hands on leadership role, requiring deep expertise in: Microsoft Dynamics 365 CRM setup, configuration, and pipeline management Driving qualified pipeline growth (not just leads) Aligning tightly with Customer Solution Directors (CSDs) You will play a critical role in connecting marketing activity directly to revenue outcomes, with full ownership of CRM performance and digital engagement. This role operates within RDM's operating framework, the RDM OS, based on the principles of Traction. You will manage marketing performance through clear metrics, accountability, and structured execution, aligned to RDM's vision, values, and growth ambitions. Key Objectives Build a scalable, multi region pipeline engine across the UK, Europe, and USA Position RDM as a market leader in integrated retail solutions Ensure high quality lead handover to Customer Solution Directors Maximise ROI from trade shows and industry events Drive adoption and optimisation of Microsoft Dynamics 365 Align all marketing activity with RDM OS metrics and company growth targets Key Responsibilities Develop and execute multi region marketing strategies, with retail refrigeration at the core Deliver targeted campaigns across: Retail refrigeration (primary focus) HVAC (supporting) Design and implement lead generation and nurturing strategies Define and enforce "qualified lead" criteria with Customer Solution Directors Deliver account based marketing (ABM) for high value accounts Translate commercial themes into campaigns (e.g. webinars, thought leadership, podcasts) Own pipeline contribution targets (not just lead volume) Partner closely with Customer Solution Directors to: Define target accounts and sectors Align on pipeline stages and qualification criteria Handover timing and ownership Feedback loops on lead quality and conversion Continuously improve lead opportunity conversion rates Accountability: Sales: conversion to revenue Own and develop Microsoft Dynamics 365 as the core commercial engine Lead CRM setup, configuration, and continuous optimisation Build and manage a structured, scalable pipeline framework across all regions Drive CRM adoption, discipline, and data quality across commercial teams Lead scoring aligned to retail refrigeration opportunities Automated nurturing journeys Pipeline tracking, forecasting, and reporting Ensure CRM delivers full visibility from lead opportunity revenue Act as the internal expert on best practice CRM usage and pipeline management Identify and prioritise high impact industry events aligned to retail refrigeration Own the full event lifecycle: Pre event targeting and meeting booking Messaging and stand execution (with Graphic Designer) Sales team alignment Post event follow up and conversion Ensure events generate qualified pipeline, not just leads 5. Digital Engagement & Content Strategy Own RDM's social and digital engagement strategy, including: LinkedIn (primary B2B channel) YouTube (product, insight, and thought leadership content) TikTok (emerging awareness channel) Develop and execute a content strategy aligned to commercial objectives, including: Thought leadership Product insights Industry trends (compliance, energy, QSR) Ensure digital activity supports: Brand positioning Track and optimise engagement lead conversion performance Collaborate with Customer Solution Directors on commercially relevant content themes 6. Creative & Brand Leadership Line manage and develop the Graphic Designer, building a high performing creative capability Provide clear direction, prioritisation, and feedback aligned to commercial objectives Establish effective ways of working between marketing, sales, and design Take ownership of the Graphic Designer's development and career progression within RDM Create and maintain a structured development plan, aligned to both individual aspirations and business needs Provide regular coaching, mentoring, and performance feedback Enable the Graphic Designer to expand into: Digital content and campaign ownership Brand storytelling and messaging Exposure to commercial strategy and customer insight Support progression into broader roles such as: Digital Content Specialist Marketing Campaign Manager Building Creative Capability Elevate design from a support function to a strategic contributor to pipeline growth Ensure strong understanding of: Customer challenges and value propositions The role of creative in lead generation and conversion Foster a culture of continuous improvement, ownership, and innovation Output & Standards Ensure all creative output is: High quality Commercially aligned Consistent across regions and channels 7. Commercial Insight & Performance (10-20%) Track and report on: Marketing ROI Lead opportunity conversion rates Ensure all metrics align with the RDM OS Scorecard and company growth targets Provide insight into regional retail refrigeration performance Support leadership with data driven recommendations aligned to company priorities ("Rocks") 8. RDM OS (Traction) Alignment & Performance Management Operate fully within RDM's RDM OS framework, ensuring alignment to company vision, values, and growth ambitions Define and own core marketing and pipeline KPIs ("Scorecard"), including: Pipeline generated (by region and sector) Qualified leads (sales accepted) Lead opportunity conversion rates Marketing ROI Campaign and event performance Establish weekly and monthly reporting rhythms to drive accountability Contribute to Level 10 (L10) meetings and business reviews, providing clear updates on: Performance against targets Key issues and proposed solutions Align marketing initiatives to quarterly priorities ("Rocks") Identify and solve key challenges using a structured, data driven approach Drive a culture of accountability, transparency, and continuous improvement Regional Scope Europe: Compliance and energy led growth USA: Multi site retail refrigeration and QSR Primary focus: Building pipeline in retail refrigeration across all regions Candidate Profile Proven experience in B2B marketing with full CRM ownership Hands on experience setting up, configuring, and managing Microsoft Dynamics 365 CRM Strong experience in pipeline management and CRM driven sales processes Track record of delivering qualified pipeline (not just leads) Experience working closely with sales/commercial teams Background in technical, industrial, or multi site environments Key Skills Highly commercial and data driven mindset Deep understanding of CRM pipeline structures and sales processes Ability to connect marketing and digital engagement to revenue outcomes Strong stakeholder management with sales leadership Leadership and people development capability Ability to translate technical solutions into compelling value propositions and content Experience operating within a structured operating model (e.g. Traction/EOS or similar) Experience scaling Microsoft Dynamics 365 in a multi region environment Account based marketing (ABM) Trade show and event strategy Experience building video first or content led marketing strategies Success Metrics (First 12 months) Strong growth in qualified retail refrigeration pipeline High volume of sales accepted leads Clear visibility of marketing contribution to revenue Strong alignment with Customer Solution Directors Improved lead opportunity conversion rates Trade shows delivering measurable pipeline impact Development and progression of the Graphic Designer into a broader, more commercially impactful role Why Join Resource Data Management? Shape global marketing strategy and have a direct impact on the company's growth and brand positioning Lead a dynamic, international team and collaborate with experts across product development, technical support, and sales . click apply for full job details
Apr 30, 2026
Full time
Resource Data Management (RDM) is a global leader in retail refrigeration and HVAC control solutions, helping customers improve efficiency, compliance, and performance across multi site estates. As part of our next phase of growth, we are expanding across the UK, Europe, and North America, with a strategic focus on: HVAC and building management systems (BMS) Quick Service Restaurant (QSR) sector The Opportunity We are seeking a commercially driven Revenue Marketing & CRM Manager to build and lead a scalable, data led pipeline generation engine. This is not a brand marketing role - it is a revenue generating role accountable for pipeline performance. This is a hands on leadership role, requiring deep expertise in: Microsoft Dynamics 365 CRM setup, configuration, and pipeline management Driving qualified pipeline growth (not just leads) Aligning tightly with Customer Solution Directors (CSDs) You will play a critical role in connecting marketing activity directly to revenue outcomes, with full ownership of CRM performance and digital engagement. This role operates within RDM's operating framework, the RDM OS, based on the principles of Traction. You will manage marketing performance through clear metrics, accountability, and structured execution, aligned to RDM's vision, values, and growth ambitions. Key Objectives Build a scalable, multi region pipeline engine across the UK, Europe, and USA Position RDM as a market leader in integrated retail solutions Ensure high quality lead handover to Customer Solution Directors Maximise ROI from trade shows and industry events Drive adoption and optimisation of Microsoft Dynamics 365 Align all marketing activity with RDM OS metrics and company growth targets Key Responsibilities Develop and execute multi region marketing strategies, with retail refrigeration at the core Deliver targeted campaigns across: Retail refrigeration (primary focus) HVAC (supporting) Design and implement lead generation and nurturing strategies Define and enforce "qualified lead" criteria with Customer Solution Directors Deliver account based marketing (ABM) for high value accounts Translate commercial themes into campaigns (e.g. webinars, thought leadership, podcasts) Own pipeline contribution targets (not just lead volume) Partner closely with Customer Solution Directors to: Define target accounts and sectors Align on pipeline stages and qualification criteria Handover timing and ownership Feedback loops on lead quality and conversion Continuously improve lead opportunity conversion rates Accountability: Sales: conversion to revenue Own and develop Microsoft Dynamics 365 as the core commercial engine Lead CRM setup, configuration, and continuous optimisation Build and manage a structured, scalable pipeline framework across all regions Drive CRM adoption, discipline, and data quality across commercial teams Lead scoring aligned to retail refrigeration opportunities Automated nurturing journeys Pipeline tracking, forecasting, and reporting Ensure CRM delivers full visibility from lead opportunity revenue Act as the internal expert on best practice CRM usage and pipeline management Identify and prioritise high impact industry events aligned to retail refrigeration Own the full event lifecycle: Pre event targeting and meeting booking Messaging and stand execution (with Graphic Designer) Sales team alignment Post event follow up and conversion Ensure events generate qualified pipeline, not just leads 5. Digital Engagement & Content Strategy Own RDM's social and digital engagement strategy, including: LinkedIn (primary B2B channel) YouTube (product, insight, and thought leadership content) TikTok (emerging awareness channel) Develop and execute a content strategy aligned to commercial objectives, including: Thought leadership Product insights Industry trends (compliance, energy, QSR) Ensure digital activity supports: Brand positioning Track and optimise engagement lead conversion performance Collaborate with Customer Solution Directors on commercially relevant content themes 6. Creative & Brand Leadership Line manage and develop the Graphic Designer, building a high performing creative capability Provide clear direction, prioritisation, and feedback aligned to commercial objectives Establish effective ways of working between marketing, sales, and design Take ownership of the Graphic Designer's development and career progression within RDM Create and maintain a structured development plan, aligned to both individual aspirations and business needs Provide regular coaching, mentoring, and performance feedback Enable the Graphic Designer to expand into: Digital content and campaign ownership Brand storytelling and messaging Exposure to commercial strategy and customer insight Support progression into broader roles such as: Digital Content Specialist Marketing Campaign Manager Building Creative Capability Elevate design from a support function to a strategic contributor to pipeline growth Ensure strong understanding of: Customer challenges and value propositions The role of creative in lead generation and conversion Foster a culture of continuous improvement, ownership, and innovation Output & Standards Ensure all creative output is: High quality Commercially aligned Consistent across regions and channels 7. Commercial Insight & Performance (10-20%) Track and report on: Marketing ROI Lead opportunity conversion rates Ensure all metrics align with the RDM OS Scorecard and company growth targets Provide insight into regional retail refrigeration performance Support leadership with data driven recommendations aligned to company priorities ("Rocks") 8. RDM OS (Traction) Alignment & Performance Management Operate fully within RDM's RDM OS framework, ensuring alignment to company vision, values, and growth ambitions Define and own core marketing and pipeline KPIs ("Scorecard"), including: Pipeline generated (by region and sector) Qualified leads (sales accepted) Lead opportunity conversion rates Marketing ROI Campaign and event performance Establish weekly and monthly reporting rhythms to drive accountability Contribute to Level 10 (L10) meetings and business reviews, providing clear updates on: Performance against targets Key issues and proposed solutions Align marketing initiatives to quarterly priorities ("Rocks") Identify and solve key challenges using a structured, data driven approach Drive a culture of accountability, transparency, and continuous improvement Regional Scope Europe: Compliance and energy led growth USA: Multi site retail refrigeration and QSR Primary focus: Building pipeline in retail refrigeration across all regions Candidate Profile Proven experience in B2B marketing with full CRM ownership Hands on experience setting up, configuring, and managing Microsoft Dynamics 365 CRM Strong experience in pipeline management and CRM driven sales processes Track record of delivering qualified pipeline (not just leads) Experience working closely with sales/commercial teams Background in technical, industrial, or multi site environments Key Skills Highly commercial and data driven mindset Deep understanding of CRM pipeline structures and sales processes Ability to connect marketing and digital engagement to revenue outcomes Strong stakeholder management with sales leadership Leadership and people development capability Ability to translate technical solutions into compelling value propositions and content Experience operating within a structured operating model (e.g. Traction/EOS or similar) Experience scaling Microsoft Dynamics 365 in a multi region environment Account based marketing (ABM) Trade show and event strategy Experience building video first or content led marketing strategies Success Metrics (First 12 months) Strong growth in qualified retail refrigeration pipeline High volume of sales accepted leads Clear visibility of marketing contribution to revenue Strong alignment with Customer Solution Directors Improved lead opportunity conversion rates Trade shows delivering measurable pipeline impact Development and progression of the Graphic Designer into a broader, more commercially impactful role Why Join Resource Data Management? Shape global marketing strategy and have a direct impact on the company's growth and brand positioning Lead a dynamic, international team and collaborate with experts across product development, technical support, and sales . click apply for full job details
Position: Business Development Manager South Central Job ID: 3581/1 Location: South Central Rate/Salary: OTE £80,000 £100,000 Benefits: 25 days annual leave (rising to 27 after 3 years) + bank holidays, Group pension scheme (enhanced contributions after 3 years), Private medical insurance (after probation), Life assurance (after probation), Type: Permanent, Full-Time HSB Technical Ltd is a specialist recruiter within the Fire & Security, Power & Propulsion, Shipbuilding, Maritime Shipping, Energy and Subsea sectors . We have a number of permanent and contract vacancies for multiple businesses across the UK and overseas. The below job description will outline this position of: Business Development Manager South Central Typically, this person will be responsible for developing and growing regional sales across the South Central territory, managing key customer accounts, generating new business opportunities, and strengthening strategic supplier relationships within the electronic security distribution market. HSB Technical s client is an established and well-regarded business entity operating within the electronic security distribution sector. Duties and responsibilities of the Business Development Manager South Central: • Account manage existing customers, driving increased revenue and market share. • Generate new business opportunities through proactive outreach and collaboration with internal sales support teams. • Re-engage lapsed accounts and identify new commercial opportunities within the region. • Conduct a minimum of 8 customer visits per week, independently or alongside strategic suppliers. • Attend trade shows and quarterly sales meetings as a key regional representative. • Maintain close relationships with Tier 1 and Tier 2 suppliers to align on customer strategy and growth plans. • Collaborate with internal support teams on reporting, account planning, and sales strategy. • Maintain accurate and up-to-date records within the CRM system. • Promote a culture of trust, performance, and integrity in all customer and internal interactions. Qualifications and requirements for the Business Development Manager South Central: • Proven field sales experience within the electronic security distribution industry or similar technical sales environment. • Strong negotiation, communication, and presentation skills. • Commercial awareness with a clear understanding of profit-driven sales. • IT literate and experienced in using CRM and reporting tools. • Highly organised, numerate, and detail-oriented. • Sales qualifications or formal sales training (desirable). • Experience using Microsoft Dynamics and/or Salesforce (desirable). This vacancy is being advertised by HSB Technical Ltd who have been appointed to act as a recruitment partner for this role.
Apr 30, 2026
Full time
Position: Business Development Manager South Central Job ID: 3581/1 Location: South Central Rate/Salary: OTE £80,000 £100,000 Benefits: 25 days annual leave (rising to 27 after 3 years) + bank holidays, Group pension scheme (enhanced contributions after 3 years), Private medical insurance (after probation), Life assurance (after probation), Type: Permanent, Full-Time HSB Technical Ltd is a specialist recruiter within the Fire & Security, Power & Propulsion, Shipbuilding, Maritime Shipping, Energy and Subsea sectors . We have a number of permanent and contract vacancies for multiple businesses across the UK and overseas. The below job description will outline this position of: Business Development Manager South Central Typically, this person will be responsible for developing and growing regional sales across the South Central territory, managing key customer accounts, generating new business opportunities, and strengthening strategic supplier relationships within the electronic security distribution market. HSB Technical s client is an established and well-regarded business entity operating within the electronic security distribution sector. Duties and responsibilities of the Business Development Manager South Central: • Account manage existing customers, driving increased revenue and market share. • Generate new business opportunities through proactive outreach and collaboration with internal sales support teams. • Re-engage lapsed accounts and identify new commercial opportunities within the region. • Conduct a minimum of 8 customer visits per week, independently or alongside strategic suppliers. • Attend trade shows and quarterly sales meetings as a key regional representative. • Maintain close relationships with Tier 1 and Tier 2 suppliers to align on customer strategy and growth plans. • Collaborate with internal support teams on reporting, account planning, and sales strategy. • Maintain accurate and up-to-date records within the CRM system. • Promote a culture of trust, performance, and integrity in all customer and internal interactions. Qualifications and requirements for the Business Development Manager South Central: • Proven field sales experience within the electronic security distribution industry or similar technical sales environment. • Strong negotiation, communication, and presentation skills. • Commercial awareness with a clear understanding of profit-driven sales. • IT literate and experienced in using CRM and reporting tools. • Highly organised, numerate, and detail-oriented. • Sales qualifications or formal sales training (desirable). • Experience using Microsoft Dynamics and/or Salesforce (desirable). This vacancy is being advertised by HSB Technical Ltd who have been appointed to act as a recruitment partner for this role.
Personal Motor Account Handler London W2 £25,000-£35,000 A specialist, ultra-high-net-worth insurance broker in London W2 is seeking a Personal Motor Account Handler to join their busy West End office. This role is focused on private motor insurance under a specialist scheme. You will prepare and manage quotations, liaise with the scheme insurer, issue compliant documentation, collect premiums, and maintain accurate records in our client's CRM system. You will be dealing with new business, renewals and MTAs, ensuring the database is kept updated and accurate as well as preparing and issuing insurance documentation. What they're looking for: UK educated with excellent spoken English Broker experience in motor insurance is helpful but training can be provided Progress toward CII exams preferred Fluent in Microsoft Office; experience with CRM systems (Dynamics preferred) Highly organised with strong communication and compliance awareness Hours & Benefits: 35 hours/week, Mon-Fri, 9:00-17:00 or 10:00-18:00 Competitive salary £25,000-£35,000 depending on experience Work in a small, close-knit specialist team This is an excellent opportunity to join a specialist personal motor insurance team and develop a career within a highly regarded brokerage. Contact Expert: Sophie Zamchick, Associate Director - London on or Email:
Apr 30, 2026
Full time
Personal Motor Account Handler London W2 £25,000-£35,000 A specialist, ultra-high-net-worth insurance broker in London W2 is seeking a Personal Motor Account Handler to join their busy West End office. This role is focused on private motor insurance under a specialist scheme. You will prepare and manage quotations, liaise with the scheme insurer, issue compliant documentation, collect premiums, and maintain accurate records in our client's CRM system. You will be dealing with new business, renewals and MTAs, ensuring the database is kept updated and accurate as well as preparing and issuing insurance documentation. What they're looking for: UK educated with excellent spoken English Broker experience in motor insurance is helpful but training can be provided Progress toward CII exams preferred Fluent in Microsoft Office; experience with CRM systems (Dynamics preferred) Highly organised with strong communication and compliance awareness Hours & Benefits: 35 hours/week, Mon-Fri, 9:00-17:00 or 10:00-18:00 Competitive salary £25,000-£35,000 depending on experience Work in a small, close-knit specialist team This is an excellent opportunity to join a specialist personal motor insurance team and develop a career within a highly regarded brokerage. Contact Expert: Sophie Zamchick, Associate Director - London on or Email:
Dynamics 365 Customer Service Specialist -Contract Dynamics 365 Customer Service Specialist required to support our public sector client to work across Dynamics 365, Power Platform, and Microsoft 365 environments, supporting BAU operations as well as driving enhancements and integrations projects This is a hands-on role where you'll be configuring, customising, and optimising the CRM platform, click apply for full job details
Apr 29, 2026
Contractor
Dynamics 365 Customer Service Specialist -Contract Dynamics 365 Customer Service Specialist required to support our public sector client to work across Dynamics 365, Power Platform, and Microsoft 365 environments, supporting BAU operations as well as driving enhancements and integrations projects This is a hands-on role where you'll be configuring, customising, and optimising the CRM platform, click apply for full job details
A leading charitable organization is looking for a Marketing Automation Coordinator to manage their email communications and support data activities. This pivotal role will handle the email calendar, ensuring timely delivery of newsletters and event updates. The candidate should be adept in data handling and GDPR compliance. Experience with platforms like Campaign Monitor and Microsoft Dynamics 365 is essential. A collaborative spirit and enthusiasm for marketing automation are key to succeed in this position.
Apr 24, 2026
Full time
A leading charitable organization is looking for a Marketing Automation Coordinator to manage their email communications and support data activities. This pivotal role will handle the email calendar, ensuring timely delivery of newsletters and event updates. The candidate should be adept in data handling and GDPR compliance. Experience with platforms like Campaign Monitor and Microsoft Dynamics 365 is essential. A collaborative spirit and enthusiasm for marketing automation are key to succeed in this position.
About HSO HSO is a Business Transformation Partner with deep industry expertise and global reach. We leverage the full power of the Microsoft Cloud to help organisations modernise operations, adopt data-driven intelligent automation, deliver real-time insights, and accelerate digital impact. By utilising Dynamics 365, Power Platform, Azure, Microsoft 365, AI/Copilot and Data & AI capabilities, HSO empowers organisations to innovate faster, improve how their people work, and enhance citizen and customer experiences. Founded in 1987, HSO has more than 2,500 professionals across Europe, North America, and Asia. We are one of the world's top Microsoft business applications and cloud transformation partners, and a proud member of Microsoft's elite Inner Circle, representing the top 1% of partners worldwide. We specialise in sectors such as Public Sector, Retail, Manufacturing, Professional Services, and Financial Services. As an award-winning partner, HSO has been recognised as the global winner of the Microsoft Partner of the Year Award for D365 Finance, and a Finalist for D365 Sales & Marketing. We have also been ranked among the Best Companies to Work For, reflecting our culture of care, innovation, and growth. At HSO, we are large enough to deliver enterprise-scale transformation, yet small enough to care. Our culture encourages entrepreneurship, collaboration, and personal development - where your voice is heard, and your impact is felt. Purpose of the role As a Public Sector Business Development Manager, you will lead on developing strategic relationships and securing new business within the UK public sector. You will identify opportunities and position Microsoft business applications and cloud services to help public sector organisations transform how they operate, improve citizen services, enhance efficiency, and achieve compliance and policy objectives. Working closely with our Delivery, Pre-Sales, and Microsoft teams, you will shape compelling propositions and navigate complex public sector procurement processes including frameworks, tenders, and competitive bids. This is a high-impact role that will play a key part in building HSO's growing footprint in the public sector and driving long term growth. Reporting Line This role reports to the Sales Director. Job Function Develop and execute a go to market strategy for the UK public sector, identifying target accounts and growth opportunities across central government, local authorities, healthcare/NHS, housing associations, and not for profit organisations. Build strong relationships with key public sector stakeholders, including C Suite, Digital Transformation leaders, and Commercial/Procurement functions. Qualify opportunities, lead full sales cycles, and manage bids and proposals through to closure, including through frameworks such as G Cloud, Digital Outcomes & Specialists, and others. Shape and present tailored value propositions aligned to client goals, drawing on Microsoft technologies including Dynamics 365, Power Platform, Microsoft 365, Azure, and AI/Copilot. Collaborate with internal teams (Pre Sales, Architects, Delivery, Legal) to create compelling solutions and commercial proposals. Maintain a high quality pipeline and accurate forecasting in CRM, contributing to regular reporting and leadership reviews. Stay informed on public sector policy, digital trends, funding streams, and procurement developments to support account planning. Represent HSO at public sector industry events, thought leadership sessions, and Microsoft community engagements. EXPERIENCE Essential Proven track record in business development, account management or consultative sales within the UK public sector. Strong understanding of public sector procurement processes, frameworks, and budget cycles. Experience positioning Microsoft Cloud solutions or business applications (e.g., Dynamics 365, Azure, M365, Power Platform). Commercially astute with the ability to shape and negotiate complex deals. Excellent stakeholder engagement, communication, and influencing skills. Self driven with a strong sense of ownership and accountability. Able to lead virtual teams and collaborate across functions to advance deals. Desirable Familiarity with frameworks such as G Cloud, DOS, NHS SBS, or similar. Experience working for a Microsoft partner or digital transformation consultancy. Understanding of public sector challenges such as data governance, digitisation of services, legacy system modernisation, and citizen experience improvement. Experience using CRM systems (ideally Dynamics 365) for pipeline management and forecasting. Degree level education or equivalent professional experience. Personal Qualities Passion for public sector improvement and service transformation. Resilient, outcome orientated, and motivated by delivering results. Highly collaborative and able to build trust quickly. Excellent communicator with strong written and verbal presentation skills. Analytical mindset with the ability to spot trends and opportunities. Energetic, proactive, and solutions focused. Location HSO offices are located in Manchester, Glasgow, and Reading. This is a hybrid role, with flexibility to work remotely. Travel to client sites and HSO offices will be required for relationship building and key meetings. Salary We offer a competitive, market aligned salary that reflects the skills and experience of each candidate. The salary package will be discussed during the interview process and will be based on current market benchmarks for similar roles, as well as the individual's qualifications and experience. Eligible employees may also receive performance based bonuses and can participate in our extensive benefits programme. Benefits Included: Paid Holidays Pension Healthcare Dental Life Insurance Tonic Wellbeing HSO Perkz Flexible working (when required and agreed)
Apr 18, 2026
Full time
About HSO HSO is a Business Transformation Partner with deep industry expertise and global reach. We leverage the full power of the Microsoft Cloud to help organisations modernise operations, adopt data-driven intelligent automation, deliver real-time insights, and accelerate digital impact. By utilising Dynamics 365, Power Platform, Azure, Microsoft 365, AI/Copilot and Data & AI capabilities, HSO empowers organisations to innovate faster, improve how their people work, and enhance citizen and customer experiences. Founded in 1987, HSO has more than 2,500 professionals across Europe, North America, and Asia. We are one of the world's top Microsoft business applications and cloud transformation partners, and a proud member of Microsoft's elite Inner Circle, representing the top 1% of partners worldwide. We specialise in sectors such as Public Sector, Retail, Manufacturing, Professional Services, and Financial Services. As an award-winning partner, HSO has been recognised as the global winner of the Microsoft Partner of the Year Award for D365 Finance, and a Finalist for D365 Sales & Marketing. We have also been ranked among the Best Companies to Work For, reflecting our culture of care, innovation, and growth. At HSO, we are large enough to deliver enterprise-scale transformation, yet small enough to care. Our culture encourages entrepreneurship, collaboration, and personal development - where your voice is heard, and your impact is felt. Purpose of the role As a Public Sector Business Development Manager, you will lead on developing strategic relationships and securing new business within the UK public sector. You will identify opportunities and position Microsoft business applications and cloud services to help public sector organisations transform how they operate, improve citizen services, enhance efficiency, and achieve compliance and policy objectives. Working closely with our Delivery, Pre-Sales, and Microsoft teams, you will shape compelling propositions and navigate complex public sector procurement processes including frameworks, tenders, and competitive bids. This is a high-impact role that will play a key part in building HSO's growing footprint in the public sector and driving long term growth. Reporting Line This role reports to the Sales Director. Job Function Develop and execute a go to market strategy for the UK public sector, identifying target accounts and growth opportunities across central government, local authorities, healthcare/NHS, housing associations, and not for profit organisations. Build strong relationships with key public sector stakeholders, including C Suite, Digital Transformation leaders, and Commercial/Procurement functions. Qualify opportunities, lead full sales cycles, and manage bids and proposals through to closure, including through frameworks such as G Cloud, Digital Outcomes & Specialists, and others. Shape and present tailored value propositions aligned to client goals, drawing on Microsoft technologies including Dynamics 365, Power Platform, Microsoft 365, Azure, and AI/Copilot. Collaborate with internal teams (Pre Sales, Architects, Delivery, Legal) to create compelling solutions and commercial proposals. Maintain a high quality pipeline and accurate forecasting in CRM, contributing to regular reporting and leadership reviews. Stay informed on public sector policy, digital trends, funding streams, and procurement developments to support account planning. Represent HSO at public sector industry events, thought leadership sessions, and Microsoft community engagements. EXPERIENCE Essential Proven track record in business development, account management or consultative sales within the UK public sector. Strong understanding of public sector procurement processes, frameworks, and budget cycles. Experience positioning Microsoft Cloud solutions or business applications (e.g., Dynamics 365, Azure, M365, Power Platform). Commercially astute with the ability to shape and negotiate complex deals. Excellent stakeholder engagement, communication, and influencing skills. Self driven with a strong sense of ownership and accountability. Able to lead virtual teams and collaborate across functions to advance deals. Desirable Familiarity with frameworks such as G Cloud, DOS, NHS SBS, or similar. Experience working for a Microsoft partner or digital transformation consultancy. Understanding of public sector challenges such as data governance, digitisation of services, legacy system modernisation, and citizen experience improvement. Experience using CRM systems (ideally Dynamics 365) for pipeline management and forecasting. Degree level education or equivalent professional experience. Personal Qualities Passion for public sector improvement and service transformation. Resilient, outcome orientated, and motivated by delivering results. Highly collaborative and able to build trust quickly. Excellent communicator with strong written and verbal presentation skills. Analytical mindset with the ability to spot trends and opportunities. Energetic, proactive, and solutions focused. Location HSO offices are located in Manchester, Glasgow, and Reading. This is a hybrid role, with flexibility to work remotely. Travel to client sites and HSO offices will be required for relationship building and key meetings. Salary We offer a competitive, market aligned salary that reflects the skills and experience of each candidate. The salary package will be discussed during the interview process and will be based on current market benchmarks for similar roles, as well as the individual's qualifications and experience. Eligible employees may also receive performance based bonuses and can participate in our extensive benefits programme. Benefits Included: Paid Holidays Pension Healthcare Dental Life Insurance Tonic Wellbeing HSO Perkz Flexible working (when required and agreed)
The Role This role will be based in Information Technology Services (ITS), we are a customer-focused department servicing the Information Technology needs of Aberystwyth University. You will be required to demonstrate an excellent knowledge of Dynamics 365, Power Apps, Microsoft Fabric, Azzure Data Factory, Integrations, API's, Oracle Technologies and SQL. The CRM Developer / Integration Specialist will report to the Head of IT Applications and Development. They will be responsible for the development and support of function required to meet the needs for a Marketing focused Dynamics 365 CRM. They will be responsible for AU Dynamics 365 Environments, Power Platform development (Power Apps Portals, Model-Driven / Canvas Applications), Microsoft Dataverse, CRM forms, Azure Logic apps and Power Automate. The role will also entail managing the integrations across the range of university in-house developed applications including the Admission System (APEX Oracle), Clearing Application (APEX Oracle) and Gecko Event management. Integrations will be between the University's systems, and third party provided software both hosted on premise and cloud based. In this role, you will be required to line manage, support and train the Project Support Officer and a System Analyst / Developer currently working on the University CRM implementation, integrations and supporting applications. Based on your knowledge and expertise, you will create detailed specifications and with the support of your team to build the development solutions that most effectively meet the marketing CRM requirements of the university. You will be a creative, innovative thinker with outstanding problem-solving skills, able to learn quickly and adapt to new challenges. With a keen interest in new and emerging technologies, you are passionate about innovation and excited by the idea of bringing these within our mainstream usage. Your excellent written and oral communication enables you to present ideas clearly and effectively to colleagues, senior management and project partners. To make an informal enquiry, please contact Iola Hagen, Head of IT Applications and Development . Successful applicants will be subject to a satisfactory Disclosure and Barring Service Check (DBS) check. Appointments are normally made within 4 - 8 weeks of the closing date. What you'll do This job description is subject to review and amendment in the light of the changing needs of the University, to provide appropriate development opportunities and/or the addition of any other reasonable duties. Informal training will be provided through working with existing members of the Development team and using systems manuals and online training materials. CRM Development and Integration Liaise with users in Global Marketing and Recruitment (GMSR) to understand their specific requirements and work with them to design appropriate CRM and data integration solutions. Work within the AU Dynamics 365 Environments, Solutions, Journeys and Integrations. Work with and train the team to use Power Platform development (Power Apps Portals, Model-Driven/Canvas Applications), Microsoft Dataverse, Power Automate SharePoint. Work with and train other systems developers to agree data structures and user interfaces. Develop, test, document and support form integrations providing controlled data query and data input functionality. Knowledge of performing data integrations with Oracle technologies. Awareness of the bilingual nature for creating data input forms and reports. Develop additional web functionality using Oracle APEX. Develop, test, document, and support data processing functions to assist in maintaining accurate and reliable data in the CRM system and to support the exchange of such data between the CRM and other associated systems. Develop data migration strategies and support the transition to new systems. Responsible for taking forward new initiatives and ensuring best practice. Line management of the Project Support Officer and a System Analyst / Developer. Define the work required, set objectives, organise, and delegate work to reports according to their skills and abilities. Coordinate delivery of own and reports' work with other teams across the University. To ensure that all reports take part in the Effective Contribution Scheme (ECS) processes with clear objectives and smart targets for all team members. Engage all reports in the planning and delivery of work, ensuring a positive, flexible, and productive environment. Staff Management Technology Leadership To keep up to date with developments around the University's core business software to identify potential risks and opportunities relating to business practices and where appropriate make recommendations for future adoption of new systems. To foster excellent working relationships with staff in Faculties, academic and service departments at all levels to ensure Information Technology Services is providing well-supported technology that meets the needs of the business. To support and input into business cases for new digital initiatives for university committees and Executive team. Participate in the development and implementation of annual operational plans for the team. Write and deliver presentations, briefings or workshop sessions to staff, students or external bodies, taking account of the knowledge base of the participants and the complexity of the subject matter. Assist in developing training materials and delivering user training to support these systems. Liaise with external suppliers such as Gecko Engage and external consultants. To develop wide-ranging and specialist understanding of the theory and practice associated with the role and to keep this current. Project Delivery Ensure that projects and reports are delivered in line with Agile methodology. Ensure that the work and applications under their responsibility are delivering value through close alignment to business goals, frequent delivery, empowering staff, and close collaboration with the customer. To ensure effective project management is in place for all their and their reports' initiatives, working with external suppliers, stakeholders, students, and staff across the University to ensure projects are delivered on time, to budget, and meet the University's requirements. To establish and ensure that all their IT application development projects are delivered to the required standards.
Apr 10, 2026
Full time
The Role This role will be based in Information Technology Services (ITS), we are a customer-focused department servicing the Information Technology needs of Aberystwyth University. You will be required to demonstrate an excellent knowledge of Dynamics 365, Power Apps, Microsoft Fabric, Azzure Data Factory, Integrations, API's, Oracle Technologies and SQL. The CRM Developer / Integration Specialist will report to the Head of IT Applications and Development. They will be responsible for the development and support of function required to meet the needs for a Marketing focused Dynamics 365 CRM. They will be responsible for AU Dynamics 365 Environments, Power Platform development (Power Apps Portals, Model-Driven / Canvas Applications), Microsoft Dataverse, CRM forms, Azure Logic apps and Power Automate. The role will also entail managing the integrations across the range of university in-house developed applications including the Admission System (APEX Oracle), Clearing Application (APEX Oracle) and Gecko Event management. Integrations will be between the University's systems, and third party provided software both hosted on premise and cloud based. In this role, you will be required to line manage, support and train the Project Support Officer and a System Analyst / Developer currently working on the University CRM implementation, integrations and supporting applications. Based on your knowledge and expertise, you will create detailed specifications and with the support of your team to build the development solutions that most effectively meet the marketing CRM requirements of the university. You will be a creative, innovative thinker with outstanding problem-solving skills, able to learn quickly and adapt to new challenges. With a keen interest in new and emerging technologies, you are passionate about innovation and excited by the idea of bringing these within our mainstream usage. Your excellent written and oral communication enables you to present ideas clearly and effectively to colleagues, senior management and project partners. To make an informal enquiry, please contact Iola Hagen, Head of IT Applications and Development . Successful applicants will be subject to a satisfactory Disclosure and Barring Service Check (DBS) check. Appointments are normally made within 4 - 8 weeks of the closing date. What you'll do This job description is subject to review and amendment in the light of the changing needs of the University, to provide appropriate development opportunities and/or the addition of any other reasonable duties. Informal training will be provided through working with existing members of the Development team and using systems manuals and online training materials. CRM Development and Integration Liaise with users in Global Marketing and Recruitment (GMSR) to understand their specific requirements and work with them to design appropriate CRM and data integration solutions. Work within the AU Dynamics 365 Environments, Solutions, Journeys and Integrations. Work with and train the team to use Power Platform development (Power Apps Portals, Model-Driven/Canvas Applications), Microsoft Dataverse, Power Automate SharePoint. Work with and train other systems developers to agree data structures and user interfaces. Develop, test, document and support form integrations providing controlled data query and data input functionality. Knowledge of performing data integrations with Oracle technologies. Awareness of the bilingual nature for creating data input forms and reports. Develop additional web functionality using Oracle APEX. Develop, test, document, and support data processing functions to assist in maintaining accurate and reliable data in the CRM system and to support the exchange of such data between the CRM and other associated systems. Develop data migration strategies and support the transition to new systems. Responsible for taking forward new initiatives and ensuring best practice. Line management of the Project Support Officer and a System Analyst / Developer. Define the work required, set objectives, organise, and delegate work to reports according to their skills and abilities. Coordinate delivery of own and reports' work with other teams across the University. To ensure that all reports take part in the Effective Contribution Scheme (ECS) processes with clear objectives and smart targets for all team members. Engage all reports in the planning and delivery of work, ensuring a positive, flexible, and productive environment. Staff Management Technology Leadership To keep up to date with developments around the University's core business software to identify potential risks and opportunities relating to business practices and where appropriate make recommendations for future adoption of new systems. To foster excellent working relationships with staff in Faculties, academic and service departments at all levels to ensure Information Technology Services is providing well-supported technology that meets the needs of the business. To support and input into business cases for new digital initiatives for university committees and Executive team. Participate in the development and implementation of annual operational plans for the team. Write and deliver presentations, briefings or workshop sessions to staff, students or external bodies, taking account of the knowledge base of the participants and the complexity of the subject matter. Assist in developing training materials and delivering user training to support these systems. Liaise with external suppliers such as Gecko Engage and external consultants. To develop wide-ranging and specialist understanding of the theory and practice associated with the role and to keep this current. Project Delivery Ensure that projects and reports are delivered in line with Agile methodology. Ensure that the work and applications under their responsibility are delivering value through close alignment to business goals, frequent delivery, empowering staff, and close collaboration with the customer. To ensure effective project management is in place for all their and their reports' initiatives, working with external suppliers, stakeholders, students, and staff across the University to ensure projects are delivered on time, to budget, and meet the University's requirements. To establish and ensure that all their IT application development projects are delivered to the required standards.
About The Role 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. PEI1 About You Requirements 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. 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. About Us 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. 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. PEI Group values diverse talent and welcomes 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.
Apr 08, 2026
Full time
About The Role 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. PEI1 About You Requirements 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. 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. About Us 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. 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. PEI Group values diverse talent and welcomes 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.
About The Role 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. PEI1 About You Requirements 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. 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. About Us 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. 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. PEI Group values diverse talent and welcomes 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.
Apr 08, 2026
Full time
About The Role 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. PEI1 About You Requirements 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. 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. About Us 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. 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. PEI Group values diverse talent and welcomes 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.
