Customer Conversion Specialist

Board Intelligence

Customer Conversion Specialist demonstrating Board Intelligence technology to prospective clients. Leading proofs of value and guiding clients from interest to buying decision through tailored approaches.

Posted 5/27/2026full-timeLondon • 🇬🇧 United KingdomMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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.
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.
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.
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.
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.

Requirements

What you’ll need

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.
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.

Benefits

Comp & perks

Pension scheme
Personal performance bonus
26 days holiday each calendar year
Bupa health & dental cover
Group life assurance
EAP
Cycle to work scheme

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SaaSproduct demonstrationsproofs of conceptdata configurationanalytical thinkingstructured thinkingclient needs translationattention to detailworkshop facilitationproduct expertise

Soft Skills

communication skillscollaborative mindsetproactiveresourcefulorganisational skillscredibilityengagementclaritytrust buildingcuriosity