Board Intelligence
Graduate Customer Conversion Specialist
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Board Intelligence
Board Intelligence is a technology and advisory firm on a mission to make boards more effective, and through them, build better businesses and benefit society.
Over twenty years we have established ourselves as the market leader in governance and board effectiveness, trusted by more than 80,000 directors, executives, and governance professionals globally, including across the Fortune 500, FTSE 100, and OMX 30. That trust has been earned through depth of insight, rigorous advisory work, and a track record that newer entrants simply cannot replicate.
We have invested in applied AI since 2020, well ahead of the market, and that early conviction has paid off. Our AI-powered platform and smart board advisor give us a competitive advantage that is widening, not narrowing. In 2024, K1 Investment Management, the leading B2B Enterprise SaaS investor, backed us to accelerate that position further. We are now growing fast, with a proven commercial model spanning both mid-market and enterprise, and a product suite that has become a necessary addition in high-stakes board environments.
The people joining us now will shape how we scale. We are deliberate about how we do that. Our founders and leadership team are deeply invested in keeping the culture that got us here: thoughtful, high calibre, and genuinely human. Ambition and balance are not in competition at Board Intelligence.
If you want to work at the intersection of AI and governance, on problems that matter at the highest level, this is a strong place to be.
Our Mission
We unleash the potential of organisations through the science of board effectiveness, building better businesses and benefitting society.
The Role
The Graduate Customer Specialist supports our sales process by helping prospective clients see the value of our technology in a practical, tailored way. You will learn to run proofs of value (trials), configure the platform around client use cases, and help guide stakeholders from early interest through to a confident buying decision.
This is a client-facing role suited to someone at the start of their career who has strong communication skills, a structured mind, and real curiosity about technology and AI. You do not need prior SaaS or client-facing experience. You will be supported by experienced colleagues and given the training and tools to grow into the work. Over time you will become the bridge between our product and our clients, making sure the platform is understood, relevant, and positioned to deliver meaningful impact.
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Main Responsibilities
Proof of value support
- Help design and run proofs of value, learning to tailor the platform to the needs and workflows of prospective clients.
- Configure the platform using client data and scenarios to show real, tangible outcomes, with guidance from senior colleagues.
- Support clients through the proof of value process, keeping it clear, engaging, and moving forward.
- Help define and track success criteria so each proof of value ends with a clear and compelling case for adoption.
Product knowledge and demonstration
- Build a deep understanding of the Board Intelligence platform, including core features, use cases, and what sets it apart.
- Learn to deliver high-quality product demonstrations tailored to senior stakeholders and governance use cases.
- Translate product capabilities into clear, relevant benefits for audiences who are not technical.
Sales partnership
- Work alongside the sales teams to support deal progression and conversion.
- Share what you learn about client needs, objections, and decision drivers to help inform sales strategy.
- Help position the platform within complex buying groups and longer sales cycles.
Client engagement
- Build credibility and trust with senior stakeholders, including Company Secretaries, executives, and governance teams.
- Help facilitate workshops and working sessions to understand client requirements and align the platform to their priorities.
- Represent Board Intelligence professionally throughout the sales process.
Feedback and continuous improvement
- Capture insights from proofs of value and client interactions to inform product development and roadmap priorities.
- Spot opportunities to improve the proof of value process, tools, and materials.
- Work with Product, Engineering, and Consulting teams to refine how we demonstrate and deliver value.
What we're looking for
We are looking for someone at the start of their career who is curious, driven, and genuinely interested in technology and how it solves real problems. You enjoy explaining ideas clearly, you think in a structured way, and you learn quickly in a fast-moving environment. You care about doing things well and about the experience the people around you have. You are confident speaking with people more senior than you, and you are happy to ask questions until you understand a problem properly.
Required Experience
This is an entry-level role, so we are interested in potential rather than a track record. You do not need prior SaaS, sales, or client-facing experience.
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You will need
- Strong written and spoken communication, with the ability to explain ideas clearly to different audiences.
- Structured, analytical thinking, with the ability to break a problem down and work towards a solution.
- Good attention to detail, especially when working with data or preparing something for a client.
- Comfort working with data and a willingness to learn how to configure software to reflect real situations.
- Demonstrable curiosity about AI tools and a clear desire to use them in your work.
- Confidence working with people, including senior stakeholders, with a professional and credible manner.
- A collaborative approach, working well with people across Sales, Product, and Consulting.
- Strong organization, with the ability to manage several pieces of work at once.
Nice to haves
- Any exposure to governance, reporting, or enterprise workflow tools.
- Any experience presenting, demonstrating, or running workshops, including at university or in part-time work.
What good looks like in this role
Once you are up to speed, success looks like:
- You understand the Board Intelligence platform well enough to demonstrate it clearly to clients.
- You can run a proof of value with light supervision, keeping clients engaged and the process on track.
- Clients and colleagues trust you to represent Board Intelligence professionally.
- You use AI and automation tools to work more efficiently and to improve how we run proofs of value.
- You bring useful insight back from client interactions that helps Product and Sales make better decisions.
Benefits
We pride ourselves on our great working environment and package. Here's some of what's on offer:
- Pension scheme
- Personal performance bonus
- 26 days holiday each calendar year
- Bupa health & dental cover
- Group life assurance
- EAP
- Cycle to work scheme
Diversity, equity, and inclusion
Board Intelligence is committed to building a team that reflects the breadth of experience, background, and perspective needed to do this work well. We welcome applications from candidates of all backgrounds and do not discriminate on the basis of age, disability, ethnicity, gender, religion, sexual orientation, or any other protected characteristic.
If you need any reasonable adjustments at any stage of the process, please let us know, and we will accommodate them.
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