With Intelligence

Operations

• Support in building and maintaining target audience segments, lists, and data universes for campaigns and outreach
• Ensure data quality and integrity through regular cleansing, validation, and enrichment
• Work closely with audience teams to improve data completeness and usability
• Support the development of a structured, scalable audience framework
• Assist in documenting and maintaining marketing and audience-related processes
• Support the execution of standardised workflows across campaign planning, audience selection, and reporting
• Identify inefficiencies and support continuous process improvement
• Maintain accurate reporting inputs across campaigns and portfolios
• Support the production of regular performance reports and dashboards
• Assist in tracking campaign performance, engagement, and pipeline contribution
• Help identify trends, anomalies, and opportunities within data
• Support day-to-day use of tools such as Salesforce, Pardot, and reporting platforms
• Assist with user queries, troubleshooting, and system administration tasks
• Maintain documentation for tools, processes, and best practices
• Support testing, implementation, and optimisation
• Work closely with marketing, sales, and portfolio teams to support campaign delivery
• Help ensure stakeholders are using consistent processes, data, and reporting standards
• Contribute to building confidence in data and marketing performance reporting

Audience Operations Assistant

Journalist

• Uncover exclusive intelligence on new fund launches, innovations, and growth strategies across asset management companies
• Monitor market dynamics, including which firms are attracting assets, and identify those that are underperforming, exiting, or shifting strategies
• Track fund performance trends and analyse how managers are evolving fund structures and terms to attract a broader investor base
• Deliver high-value, actionable insights to investor relations teams to support market understanding, benchmarking, and growth opportunities
• Build and maintain a strong network of industry contacts to support ongoing news gathering
• Produce a consistent pipeline of exclusive news stories as part of a fast-paced global real assets news desk
• Attend and cover industry events and conferences, including international travel, to develop sources and deepen sector knowledge

Senior Reporter

Account Executive

• Working from a database of warm leads to B2B clients globally
• Cold outreach (calls and emails) to accounts that could work with us
• Building rapport over the telephone with customers and organising a sale of research platform through a subscription basis
• Delivering demonstrations of the With platform
• Conducting face-to-face sales meetings with potential clients
• Managing admin and updating CRM at all times
• Ability to work solo and as part of a team
• Work towards revenue goals as well as additional KPIs

Enterprise Account Executive

Account Manager

• Prospecting: Research and identify potential data clients within the asset management sector, utilizing internal resources to develop a strong pipeline.
• Outreach: Engage prospects through targeted outreach strategies, including emails and calls, to explain our processes and encourage data submissions.
• Relationship Building: Establish and nurture long-term relationships with clients, ensuring they view you and With Intelligence as partners in their data journey.
• Collaboration: Work closely with internal teams to facilitate seamless data lead transfers and provide superior client support throughout the acquisition process.
• Market Insight: Stay informed about industry trends and competitor offerings to enhance your conversations and positioning of our services.
• Reporting: Maintain comprehensive records of all interactions and activities in our CRM system, providing updates and feedback to leadership.

Outbound Data Relationship Manager

Customer Success Manager

• Engage directly with clients throughout their subscription term, building rapport and trust
• Build deep understanding of client workflows, priorities and success metrics, translating them into actionable success plans
• Provide tailored onboarding and training product demonstrations
• Become a key contact for any product related queries
• Proactively drive product adoption, using data and insights to identify trends, risks and opportunities
• Strategically identify, explore and push through upsell/cross-sell opportunities
• Report all feedback to Account Managers and in CRM systems, while collaborating with Product to inform roadmap priorities

Audience Operations Assistant

Senior Reporter

Enterprise Account Executive

Outbound Data Relationship Manager

Customer Success Executive