PEI
Business Development Representative
at
PEI
Base pay range : $55,000.00/yr - $65,000.00/yr
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.
About You Experience
Good interpersonal and communication skills.
An interest in Private Equity and the enthusiasm to learn more about the industry.
Experience interacting and engaging with large scale customers and new clients in a professional work environment.
Experience as a business development representative, with a track record of achieving sales quotas (desired but not essential).
Experience working in a target driven/KPI work environment.
Experience or researching contacts and organization mapping.
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.
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.
Seniority level Associate
Employment type Full‑time
Job function Business Intelligence Platforms, Technology, Information and Media, and Financial Services
Referrals increase your chances of interviewing at PEI by 2x.
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New York, NY .
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at
PEI
Base pay range : $55,000.00/yr - $65,000.00/yr
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.
About You Experience
Good interpersonal and communication skills.
An interest in Private Equity and the enthusiasm to learn more about the industry.
Experience interacting and engaging with large scale customers and new clients in a professional work environment.
Experience as a business development representative, with a track record of achieving sales quotas (desired but not essential).
Experience working in a target driven/KPI work environment.
Experience or researching contacts and organization mapping.
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.
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.
Seniority level Associate
Employment type Full‑time
Job function Business Intelligence Platforms, Technology, Information and Media, and Financial Services
Referrals increase your chances of interviewing at PEI by 2x.
Get notified about new Business Development Representative jobs in
New York, NY .
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr