Network Manager

Purpose of the RoleThe Network Manager is a relatively new position in PEI's membership team, designed to provide a career development pathway for high-performing team members and meaningful support to the ever-growing portfolios of the Heads of Networks.The role supports PEI members to participate in, use, contribute to, and rely on our Peer-to-Peer membership products – this person helps members discover relevant benefits and gain optimal value from network services, with a core focus on delivering high satisfaction and increasing retention and return rates.The successful candidate will develop close professional relationships with members across North America, onboarding them, building an understanding of their needs and objectives, and developing a personalized 90-day plan (to the member/customer it’s ‘Your First 90 Days’) that drives engagement and renewal rates in line with PEI's membership model and corporate goals.ResponsibilitiesMember Engagement & Relationship ManagementConduct introductory demos of the platform, highlighting key features and how to maximize membership ROI, get member registered for upcoming relevant events for themDrive members to complete and update their profiles to unlock networking opportunitiesConduct check-in calls; engage members to register for upcoming events and activitiesHelp connect members to relevant peers within the community and ecosystemProvide members with support before, during and after major conferences, ensuring they are well-connected with the right people, agenda items, etc.Provide support to P2P Network Partners (service providers) to ensure their journey exceeds expectationsProgramming & EventsSupport the Head of Network / Network Director in executing the annual program of touchpoints, including:Conducting frequent research calls with members to ensure the program addresses their needsDeveloping and taking full ownership of online touchpoints in collaboration with production, sales, marketing and operations teamsIdentifying expert speakers (with guidance from events, editorial and content leads), inviting them to take part, briefing them and arranging prep callsProject managing assigned in-person meetings in your region end-to-endProvide support in the lead-up to and on the ground at events, both virtual and in-person, from small to large scale - including setting up Zoom meetings, managing registrations and ensuring each member meeting is run successfullySupport Heads of Network to execute their event strategies by targeting specific members before and during eventsManage and track and issue all CPE credit certificates for CFO Networks virtual and smaller Network eventsRecruit speakers for virtual and in-person sessionsShare ideas for content programmingProject manage ‘member only’ touchpoints at flagship Forums to include gathering rsvps, member area setup arrangements, liaising with marketing for photography, video, etc.Data, Feedback & OperationsUse analytics tools to understand member benefit usage and identify engaged vs. non-engaged membersGather and collate weekly feedback on the value of membership and how member experiences (events, panels, webinars, content) can be improvedMaintain accurate CRM records and platform profilesManage small-to-medium scope projects involving process improvements, including transitions to new platforms (e.g., Marketo, Zoom, OBX, etc.)Create processes and workflows to help the Networks team scale operations; produce flow visualizations and work through processes with relevant teams (e.g., marketing, event ops, sponsorship)Cross-functional CollaborationWork closely with colleagues in member acquisition, marketing, central data office, memberships, event operations, sales, sponsorship and product developmentProvide support to other Network Directors (GP/LP) based in NYC as neededPerson SpecificationEssential Experience & SkillsA minimum of 2 years' experience in customer success, account management, community management, membership management, or conference/event production - ideally involving in-person professional or executive-level eventsStrong organizational skills with the ability to manage multiple priorities simultaneously and strong ability to focus heads-down and executePrevious experience with CRM and analytical tools such as Tableau, Microsoft Dynamics 365 or Salesforce; proficiency in Microsoft Office is essentialDesirable ExperienceExperience within a network, membership, community or relationship-driven business modelA broad understanding of private markets (private equity, real estate, infrastructure, debt, venture capital); an interest in financial markets is requiredPersonal AttributesHighly people-oriented, outgoing and socially confident - comfortable acting as the public face of a professional network in live, in-person environmentsStrong collaborator; team-centric with excellent relationship-building skillsComfortable and credible when networking; keen to bring people together and make connectionsProactive, self-directed and able to take ownership of outcomes through to completionAt ease with new technology and able to champion change and best practiceExcellent verbal and written communication skills; has natural curiosity and ‘always learning’ mindsetHigh level of confidence engaging face-to-face with senior professionalsCurious and innovative; passionate about professional development and eager to learn about alternative investments and private marketsCares about data, metrics and feedbackAmbitious and career-driven