At a Glance
- Tasks: Support onboarding and engage with customers using AI tools for effective communication.
- Company: Join a leading tech firm focused on board effectiveness and governance.
- Benefits: Enjoy a competitive salary, 26 days holiday, health cover, and a pension scheme.
- Other info: Diverse and inclusive culture with excellent career growth opportunities.
- Why this job: Shape the future of customer success in a fast-growing AI-driven environment.
- Qualifications: No degree needed; just show your skills and passion for AI and data.
The predicted salary is between 25650 - 31350 £ per year.
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 Saa S 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 Customer Success team partners with our clients to drive strong adoption and value realisation across their organisations.
As a GTM Graduate on the Digital Customer Success track, you will join the Digital CS team for your first nine months, then complete a three month rotation in Sales.
You are a permanent hire from day one.
The rotation structure exists to build broad commercial capability in your first year, not as a trial period.
In Digital CS you will help deliver engaging onboarding experiences for new customers and support the portfolio of Scaled accounts through digital first engagement, working daily with AI tools such as Claude alongside Planhat and Pendo.
You will learn how personalised, high quality customer success is delivered efficiently at scale.
In your Sales rotation you will see the other side of the customer lifecycle, how opportunities are qualified, how value is articulated commercially, and how revenue conversations are run.
- Programme structure
- Months 1 to 9: Digital Customer Success, your primary placement.
- Months 10 to 12: Sales rotation, three months embedded with the Sales team.
- Permanent from day one. The programme is a development structure, not a fixed term contract or a trial.
- Main Responsibilities
- Digital Customer Success, months 1 to 9
- Support onboarding for new customers, coordinating kickoff activity, preparing materials and tracking progress to launch.
- Help run digital first engagement across the Scaled portfolio, contributing to in app guidance, lifecycle campaigns and self serve content.
- Use AI tools to draft, personalise and scale customer communications, playbooks and summaries, with review before anything reaches a customer.
- Monitor customer health and product usage data, flag risk and adoption signals early, and help build the reporting the team relies on.
- Keep customer records and workflow data accurate in Planhat, and identify manual steps that can be automated.
- Contribute to renewal preparation by pulling together usage evidence and value stories for the team.
- Sales rotation, months 10 to 12
- Support the Sales team with pipeline hygiene, opportunity tracking and CRM accuracy.
- Research target accounts and contribute to account planning and outreach preparation.
- Qualify inbound interest against agreed qualification frameworks and hand over cleanly to the relevant Account Executive.
- Sit in on customer conversations, then capture actions, follow ups and next steps.
- Apply AI tooling to research, note taking and follow up drafting to speed up the sales cycle.
Person Specification
We hire for aptitude, not credentials.
There is no degree requirement for this role.
We welcome applications from graduates, bootcamp graduates, apprentices, and people who have built relevant capability through work experience or self directed learning.
If you can show us how you think and what you have built, that counts.
- What we look for
- AI native ways of working. You already use AI tools to do your own work better and you can explain where they help and where they do not.
- Comfort with data. You can work with a spreadsheet or a dashboard, spot what looks wrong, and explain what the numbers mean in plain language.
- Clear written communication. You can write something a customer would be happy to receive.
- Curiosity. You ask why until you reach the real problem rather than stopping at the first answer.
- Commercial interest. You want to understand how the business makes money and how customers get value.
- Ownership. You follow things through and you tell people early when something is at risk.
- Collaboration. You bring people in rather than working around them.
- Nice to Have
- Exposure to a Saa S or technology business through a placement, internship or part time role.
- Familiarity with a CRM or customer success platform such as Salesforce, Planhat or Pendo.
- Any hands on automation or scripting experience, for example Python, Zapier, Make or Excel automation.
- Interest in corporate governance, boards or professional services.
- What Good Looks Like
By the end of your first year you will have
- Practical experience delivering onboarding and digital engagement for enterprise customers.
- Evidence of AI and automation work you have shipped that saved time or improved a customer outcome.
- A working understanding of how a B2B Saa S commercial engine operates across Customer Success and Sales.
- A clear view of where you want to specialise, backed by real work rather than assumption.
- The foundations to move into a Customer Success or commercial role as your next step.
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.
#J-18808-Ljbffr
Digital Customer Success Associate employer: Board Intelligence
Board Intelligence is an excellent employer for aspiring professionals looking to kickstart their careers in technology and sales. With a strong emphasis on training and development, employees are empowered to grow their skills while working in a collaborative and innovative environment. Located in a vibrant area, the company offers unique opportunities to engage with senior stakeholders and contribute meaningfully to the success of their AI-driven platform.
StudySmarter Expert Advice🤫
We think this is how you could land Digital Customer Success Associate
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Board Intelligence. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Board Intelligence before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Digital Customer Success Associate
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Board Intelligence:Your cover letter is your chance to shine! Tell us why you want to work at Board Intelligence specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Board Intelligence!
How to prepare for a job interview at Board Intelligence
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
