Customer Conversion Specialist

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 Customer Conversion Specialist 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.