Board Intelligence

Account Executive

• Identify, prospect, and qualify new business opportunities within the mid market segment
• Own the full sales cycle from initial outreach through to close, managing multiple deals in parallel
• Build and develop relationships with senior stakeholders and decision makers across target accounts
• Lead structured discovery conversations to uncover client challenges, priorities, and buying drivers
• Deliver tailored product demonstrations and proposals that clearly articulate value and business impact
• Collaborate cross functionally with Marketing, Product, and Customer Success to support deal progression and seamless onboarding
• Maintain accurate pipeline management, forecasting, and activity tracking within CRM systems
• Contribute to continuous improvement of sales processes, messaging, and team performance through insight sharing

Account Executive, Mid-Market

Vice President

• Own the commercial success of the portfolio.
• Drive go-to-market strategy and execution.
• Evangelise product value internally.
• Turn client insight into product reality.
• Establish clear metrics and drive visible progress.
• Lead and develop the Product team.
• Professionalise the function.
• Lead the AI transformation of the Product function.

VP, Product

Customer Support

• Support the day-to-day running of the BI24 team by combining hands-on ticket management with active team leadership
• Ensure both high-quality frontline support and effective team performance
• Take ownership of incoming tickets while guiding the team on priorities, workload management, and service standards
• Monitor queue performance, support complex or escalated issues, coach team members, and ensure tickets are resolved efficiently and in line with agreed SLAs
• Maintain a high-performing, responsive support function ensuring the BI24 team delivers consistent service while continuously improving processes and team capability

Team Lead, Customer Support

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.

Account Executive, Mid-Market

VP, Product

Team Lead, Customer Support

Customer Marketing Manager