At a Glance
- Tasks: Lead client demonstrations and tailor our platform to meet their needs.
- Company: Join a tech firm transforming board effectiveness with AI-powered tools.
- Benefits: Enjoy 26 days holiday, health cover, and a personal performance bonus.
- Other info: Dynamic culture with social events and opportunities for professional growth.
- Why this job: Be part of a growing team making a real impact in the business world.
- Qualifications: Experience in client-facing roles and strong communication skills required.
The predicted salary is between 50000 - 60000 £ per year.
Board Intelligence is a technology and advisory firm that supercharges boards with the science of board effectiveness. We build better businesses and benefit society. Through a suite of AI-powered software tools, evaluation frameworks, and advisory services that distil twenty years of boardroom experience, we improve the efficiency of board processes and the effectiveness of boards. We work with over 80,000 leaders and 3,000 organisations across the world, with clients across the Fortune 500, FTSE 100, and OMX 30. In 2024 we received substantial backing from K1 Investment Management – the leading B2B Enterprise SaaS investors. We are at the beginning of significant growth, and we’re looking for superb talent to join us on this journey. As we grow, we’re fiercely protective of our culture and values. Many of us, including our founders, have families and other priorities, so we know the value of a supportive company. The team is diverse and friendly. We value fun: most days you’ll find a social event or learning opportunity to get involved with, including company socials, away days, and philanthropic activities.
Our Mission
We unleash the potential of organisations through the science of board effectiveness, building better businesses and benefiting society.
The Role
The Platform Consultant plays a pivotal role in the sales process, working closely with prospective clients to demonstrate the value of our technology in a practical, tailored way. You will lead proofs of value (trials), configure the platform to reflect client use cases, and guide stakeholders from initial interest through to a confident buying decision. This is a highly client-facing role that requires a combination of product expertise, structured thinking, and strong communication skills. You will act as the bridge between our product and our clients, ensuring that the platform is clearly understood, relevant to their needs, and positioned to deliver meaningful impact.
Main Responsibilities
- Proof of Value Delivery
- Lead the design and execution of proofs of value, tailoring the platform to reflect the specific needs and workflows of prospective clients.
- Configure the platform using client data and scenarios to demonstrate real, tangible outcomes.
- Guide clients through the proof of value process, ensuring clarity, engagement, and momentum.
- Define and track success criteria, ensuring proofs of value conclude with a clear and compelling case for adoption.
- Product Expertise and Demonstration
- Develop a deep understanding of the Board Intelligence platform, including core features, use cases, and differentiators.
- Deliver high-quality product demonstrations that are tailored to senior stakeholders and governance use cases.
- Translate complex product capabilities into clear, relevant benefits for non-technical audiences.
- Sales Partnership
- Work closely with the sales teams to support deal progression and conversion.
- Provide insight into client needs, objections, and decision drivers to inform sales strategy.
- Help position the platform effectively within complex buying groups and long sales cycles.
- Client Engagement
- Build credibility and trust with senior stakeholders, including Company Secretaries, executives, and governance teams.
- Facilitate workshops and working sessions to understand client requirements and align the platform to their priorities.
- Act as a confident and professional representative of Board Intelligence throughout the sales process.
- Feedback and Continuous Improvement
- Capture insights from proofs of value and client interactions to inform product development and roadmap priorities.
- Identify opportunities to improve the proof of value process, tools, and materials.
- Collaborate with Product, Engineering, and Consulting teams to refine how we demonstrate and deliver value.
Required Experience
- Experience in a product-focused client-facing role within a SaaS environment.
- Experience delivering product demonstrations, workshops, or proofs of concept or value.
- Comfort working with data and configuring systems to reflect real-world use cases.
- Exposure to governance, reporting, or enterprise workflow tools is beneficial but not required.
Skills and Attributes
- Strong analytical and structured thinking, with the ability to translate client needs into product solutions.
- Excellent communication skills, with the ability to engage both technical and non-technical audiences.
- High level of attention to detail, particularly when configuring and presenting tailored solutions.
- Confident, credible presence when working with senior stakeholders.
- Collaborative mindset, working effectively with Sales, Product, and Consulting teams.
- Proactive and resourceful, able to navigate ambiguity and find solutions.
- Strong organisational skills, with the ability to manage multiple proofs of value concurrently.
- Curiosity about technology and a desire to continuously deepen product expertise.
We pride ourselves on our great working environment and package. Here’s some of what’s on offer:
Benefits
- Pension scheme
- Personal performance bonus
- 26 days holiday each calendar year
- Bupa health & dental cover
- Group life assurance
- EAP
- Cycle to work scheme
Customer Conversion Specialist employer: Board Intelligence
Board Intelligence is an exceptional employer that prioritises a supportive and inclusive work culture, making it an ideal place for professionals seeking meaningful careers. With a strong focus on employee growth, the company offers numerous opportunities for learning and development, alongside a competitive benefits package that includes a personal performance bonus, health cover, and generous holiday allowance. Located in a vibrant environment, Board Intelligence fosters a diverse and friendly team atmosphere, where fun and collaboration are integral to daily life.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Conversion Specialist
✨Tip Number 1
Get to know the company inside out! Research Board Intelligence, their products, and their mission. This way, when you chat with them, you can show off your knowledge and passion for what they do.
✨Tip Number 2
Practice your pitch! Think about how you can demonstrate your skills in a way that aligns with their needs. Tailor your examples to show how you can help them improve board effectiveness.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and make you stand out when it comes to interviews.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at Board Intelligence.
We think you need these skills to ace Customer Conversion Specialist
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight how your skills and experiences align with the role of Customer Conversion Specialist. We want to see how you can bring value to our team, so don’t hold back on showcasing your relevant achievements!
Showcase Your Communication Skills:Since this role is all about client engagement, it’s crucial to demonstrate your strong communication abilities in your written application. Use clear and concise language, and make sure to convey your enthusiasm for the position and our mission at Board Intelligence.
Highlight Your Product Expertise:If you have experience in a product-focused client-facing role, make sure to emphasise that in your application. We’re looking for someone who can bridge the gap between our technology and clients, so share any relevant examples of how you've successfully done this in the past.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our fantastic team at Board Intelligence!
How to prepare for a job interview at Board Intelligence
✨Know the Product Inside Out
Before your interview, make sure you have a solid understanding of Board Intelligence's platform. Familiarise yourself with its core features and how they can benefit clients. This will help you demonstrate your product expertise and show that you're ready to engage with prospective clients effectively.
✨Tailor Your Approach
During the interview, think about how you can tailor your responses to reflect the specific needs of the role. Use examples from your past experiences that highlight your ability to configure solutions based on client requirements. This shows that you can adapt and personalise your approach, which is crucial for a Customer Conversion Specialist.
✨Engage with Real Scenarios
Prepare to discuss real-world scenarios where you've successfully delivered product demonstrations or proofs of value. Be ready to explain how you engaged stakeholders and guided them through the decision-making process. This will illustrate your hands-on experience and ability to build trust with senior stakeholders.
✨Show Your Collaborative Spirit
Highlight your ability to work collaboratively with sales and product teams. Share examples of how you've contributed to deal progression or provided insights that informed sales strategies. This will demonstrate that you understand the importance of teamwork in achieving success in a client-facing role.
