Board Intelligence

Marketing

• Own the customer marketing strategy to drive expansion revenue across the customer lifecycle, working closely with Customer Success.
• Partner with Customer Success and Customer Sales to identify whitespace, and in-market accounts and expansion opportunities by product, segment, and behaviour.
• Expand our contact coverage at customer accounts, engaging new and senior personas with targeted communications to build our brand, make us more sticky, and open the door to more cross-sell opportunities.
• Partner with Rev Ops to improve customer segmentation data to enable more relevant, personalised communications.
• Operationalise customer marketing across channels, systems, and processes to ensure scale and consistency – integrating customers into omnichannel demand generation campaigns with tailored messaging by audience and stage.
• Own the strategy, governance, and execution of all 1:many customer communication channels, including Planhat, email campaigns, and customer newsletters.
• Partner with Product Marketing and Customer Success to deliver targeted in-app communications via Pendo.
• Collaborate with Product Marketing to create assets that support cross-sell, upsell, and product adoption.
• Design and execute a differentiated “surprise and delight” motion that strengthens customer loyalty and unlocks future growth. Deliver ‘wow’ moments across the customer journey, including curated onboarding kits, personalised executive outreach, milestone celebrations, and first-board-meeting experiences.
• Plan and promote customer events such as webinars, roundtables, and user community sessions. Drive VIP engagement by ensuring priority accounts are invited to high-touch, in-person events and experiences.
• Own customer advocacy programmes, including customer advisory boards, beta communities, and customer awards programmes. Partner with Product Marketing to capture and promote customer success stories, case studies, testimonials, and references.
• Partner with Customer Success to redesign the client/user offboarding motion to preserve the relationship and enrol them into ongoing marketing activity.
• Partner with Rev Ops to map and track current and former users (using tools like BoardEx) to identify referral opportunities (NB: 57% of our new business has a former user supporting it) and collaborate with Sales on a targeted outbound motion.

Customer Marketing Manager

Product Marketing

• Develop and own positioning, messaging, and value propositions for products within our portfolio
• Translate complex AI capabilities into clear, client-first narratives that resonate with Company Secretaries, C-suite Executives, and Board Directors
• Ensure all product messaging ladders up to our platform value proposition and 'board transformation' narrative
• Create ICP-specific messaging and persona-based positioning across Enterprise and Mid-Market segments
• Build messaging frameworks that balance technical innovation with business outcomes
• Develop comprehensive sales toolkits: battlecards, pitch decks, one-pagers, objection handling, etc.
• Equip commercial teams to sell value and outcomes (not just features) to support premium positioning
• Partner with Revenue teams to understand deal dynamics and refine messaging based on win/loss & competitive intelligence insights
• Lead go-to-market strategy for your assigned product portfolio and help improve our launch & feature framework
• Support cross-functional launch activities across Product, Engineering, Customer Success, Sales, and Marketing
• Measure and report on launch effectiveness: adoption rates, pipeline contribution, sales team feedback
• Support the rollout of the platform value proposition led by the Director of Product Marketing
• Collaborate with Product Managers (2-3 direct relationships) on roadmap prioritisation, beta programs, and customer insights
• Partner with the Digital Customer Success Director to provide product messaging and segmentation strategy that powers adoption campaigns
• Work with Customer-facing teams to identify proof points and customer stories that validate product value

Senior Product Marketing Manager

Full-stack Engineer

• Owning the end-to-end delivery of complex features, from design to production
• Contributing to the modernisation of the core platform (e.g. internationalisation, e-signing)
• Making pragmatic technical decisions that balance speed, quality, and long-term maintainability
• Working across frontend and backend rather than specialising in a single layer
• Supporting future initiatives such as AI-enabled features and portal modernisation
• Writing high-quality, well-tested code and reviewing others’ work
• Debugging and resolving production issues
• Working closely with engineers, product managers, and designers
• Sharing knowledge and supporting the growth of the team

Senior Software Engineer

Customer Success Manager

• Own and manage a portfolio of Mid-Market accounts, serving as the key contact for the client, and acting as a trusted partner to c-suite executives and board-level contacts.
• Own the renewal process and take responsibility for GRR (Gross Revenue Retention) targets, proactively managing renewals and mitigating churn risks through health score monitoring and timely interventions.
• Manage a larger portfolio effectively by prioritizing where to focus effort - knowing when to mitigate risk, when to maintain steady engagement, and when to pursue growth opportunities in collaboration with Sales and Growth teams.
• Drive strong product adoption and engagement across all customer touchpoints, maintaining healthy customers through proactive relationship management, regular check-ins, and delivering a consistently high-quality customer experience.
• Act as a growth partner by uncovering expansion opportunities through account knowledge and usage insights, generating high-quality CSQLs and working closely with Sales to position additional solutions that align with customer strategic objectives.
• Maintain strong client knowledge and alignment through regular touchpoints including business reviews, strategic calls, and proactive engagement, leveraging customer success tools and data insights to stay connected to evolving client needs and priorities.

Manager

• Proactively identify, pursue, and close new consulting opportunities with c-suite and senior executives.
• Lead the full sales cycle: initial client engagement, proposal development, pitching, contracting, and handover.
• Build and nurture strong relationships with senior stakeholders, leveraging credibility to influence and advise.
• Deliver against ambitious sales targets for consulting projects, with a focus on:
• Board effectiveness reviews
• Governance simplification
• Board/executive information overhaul (inc. KPI dashboard development)
• Board/executive training & development
• Seek opportunities for referrals and on-sell within existing client relationships.
• Represent Board Intelligence at industry events, webinars, and networking opportunities to generate leads.
• Maintain accurate sales pipeline and reporting, with attention to detail and pride in precision.
• Oversee and lead consulting projects (as above), supported by a Consultant, ensuring quality, timeliness, and client satisfaction.
• Develop actionable governance insights through board effectiveness reviews and bespoke projects and clearly communicate recommendations that drive organisational improvement.
• Quickly understand the key drivers of value for clients, using these insights to lead and facilitate impactful workshops and strategic discussions with executives and board members. Shape critical project deliverables such as board pack structures and KPI dashboards.
• Craft clear and visually engaging stories using PowerPoint for presentations and workshops.
• Coach executives on drafting clear, concise, and compelling narratives for reports and presentations.
• Share insights from client engagements to enhance Board Intelligence’s advisory offerings and methodology.
• Contribute to thought leadership content, webinars, and client-facing materials.
• Maintain awareness of emerging corporate governance practices, regulations, and trends across diverse industries and geographies.

Senior Consulting Manager

Sales

• Drive revenue growth through the sale and expansion of our SaaS platform within existing Enterprise customers.
• Focus on building pipeline, creating opportunities, and closing expansion deals across a defined set of Enterprise accounts.
• Build credibility and trusted relationships with senior client stakeholders.
• Partner with Customer Success to support adoption and ensure expansions are aligned to real customer outcomes and long-term retention.
• Collaborate with Customer Success and Delivery teams to ensure smooth implementation and a consistent client journey from sale to value.
• Share client insights and feedback with Product and Technology teams to support roadmap prioritisation and product improvement.

Enterprise Customer Sales AE

• Deliver critical features and projects using React for frontend and Java (Spring Boot) for backend services.
• Build and maintain modern, responsive web applications with excellent user experience.
• Design scalable database solutions and optimize application performance.
• Develop RESTful APIs and implement microservices architecture.
• Contribute to project strategy and execution by shaping how projects are scoped and delivered.
• Mentor junior and mid-level developers, supporting their growth and development.
• Implement and promote best practices for full-stack development across the team.
• Lead by example, maintaining high standards in code quality, testing, and security.

Senior Fullstack Engineer

• - Designing and owning automated, personalised customer journeys using platforms such as Pendo and Planhat, from onboarding through renewal and expansion
• - Building in app messaging, email nurture campaigns, and digital touchpoints that drive adoption across our product suite
• - Creating segmentation strategies and playbooks that allow a small team to manage a large customer base effectively
• - Developing a repeatable growth model that balances intelligent automation with high impact human touchpoints
• - Driving Gross Revenue Retention, Net Revenue Retention, product adoption, and product qualified lead generation for the scaled segment
• - Using data and experimentation to continuously optimise customer journeys and outcomes
• - Identifying at risk accounts and growth signals using engagement and health data
• - Building and refining customer health scoring models
• - Creating reporting frameworks and dashboards that give clear visibility of performance and handoffs
• - Partnering closely with Product Marketing to translate messaging into engaging digital experiences
• - Leading, coaching, and developing a team through meaningful change

Director of Customer Engagement – Digital

• Own and manage a portfolio of Enterprise accounts, serving as the key contact for the client, and acting as a trusted advisor to c-suite executives and board-level contacts
• Own the renewal process and take responsibility for GRR (Gross Revenue Retention) targets, proactively managing renewals and mitigating churn risks through health score monitoring and timely interventions.
• Drive strong product adoption and engagement across all customer touchpoints, maintaining healthy customers through proactive relationship management, strategic check-ins, and delivering a consistently high-quality customer experience whilst embedding surprise and delight throughout the customer journey
• Act as a growth partner by uncovering expansion opportunities through deep account knowledge and usage insights, generating high-quality CSQLs and working closely with Sales to position additional solutions that align with customer strategic objectives
• Conduct strategic account mapping and portfolio prioritization to identify expansion pathways and relationship gaps, working in lockstep with Sales and Growth teams to develop coordinated account strategies that maximize customer lifetime value
• Maintain deep client knowledge and strategic alignment through regular touchpoints including business reviews, strategic calls, and proactive engagement, leveraging customer success tools and data insights to stay connected to evolving client needs and priorities
• Act as the voice of the customer internally, sharing insights with Product and Go-To-Market teams to influence roadmap priorities, while collaborating with Marketing to develop customer success stories and knowledge center content

Senior Customer Success Manager

Frontend Engineer

• Own the development of complex React applications with exceptional user experience.
• Design and implement scalable frontend architectures and component libraries.
• Establish and promote frontend best practices, patterns, and coding standards.
• Optimise application performance, including bundle size, rendering, and runtime efficiency.
• Build accessible, responsive, and mobile-friendly user interfaces.
• Mentor mid-level and junior frontend developers, supporting their technical growth.
• Collaborate with designers to create pixel-perfect, intuitive interfaces.
• Work with backend teams to design efficient API contracts and data fetching strategies.
• Own frontend technical decisions and participate in architectural discussions.
• Implement comprehensive testing strategies for frontend applications.