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About the Role

The Data & Revenue Operations team supports Go-To-Market functions and Finance by providing data, insights, and technical solutions to optimize revenue-generating processes, centered around Salesforce. This player-coach role involves owning the Salesforce environment and its integrations, translating business needs into scalable solutions, and managing stakeholders. There is potential to lead a junior team member as the function grows.

Responsibilities

Own the configuration, development, and ongoing maintenance of Salesforce Sales and Service Clouds.
Ensure Salesforce remains the reliable system of record for commercial activity.
Manage data quality, governance, and hygiene across the Salesforce platform.
Stay current with Salesforce releases and make proactive recommendations for improvement.
Own the integration strategy connecting Salesforce to the wider commercial tech stack.
Document and maintain data flows, integration logic, and system interdependencies.
Lead procurement and rollout of new tooling, including vendor evaluation, integration planning, and change management.
Partner with GTM stakeholders to understand business needs and translate them into technical solutions.
Act as the bridge between commercial teams and technical execution.
Manage upwards effectively, communicating progress, risks, and priorities to senior stakeholders.
Design and implement scalable workflows, automations, and operating processes across the tech stack.
Maintain clear, accessible documentation for all systems, integrations, and processes.
Identify and address process gaps that affect data quality, reporting accuracy, or team efficiency.
Drive adoption of commercial tools across GTM teams through structured onboarding, training materials, and ongoing support.
Champion a culture of system hygiene and process adherence.
Support end users in getting maximum value from the tools available to them.

Requirements

3–5 years of experience in a RevOps, Salesforce Admin, or CRM systems management role.
Strong hands-on Salesforce expertise: Sales Cloud is essential; Service Cloud experience is highly desirable.
Proven experience integrating Salesforce with third-party tools and managing data flows.
Practical experience with at least two of the following platforms: Gong/Gong Engage, HubSpot, 6sense, Pendo, Planhat, LinkedIn Sales Navigator.
Comfortable working with data — identifying quality issues, designing governance frameworks, and building or contributing to reporting.
Ability to translate ambiguous business requirements into structured, deliverable technical solutions.
Strong written and verbal communication skills.
Collaborative working style with a genuine interest in understanding the commercial context behind requests.
Curious and proactive — stay ahead of tooling developments and bring ideas to the table.
Comfortable operating independently and managing priorities across multiple concurrent workstreams.
Structured and process-oriented.
Driven by outcomes, not just activity.

Skills

Salesforce Sales Cloud
Salesforce Service Cloud
Salesforce integrations
Data quality management
Data governance
Reporting
Gong/Gong Engage
HubSpot
6sense
Pendo
Planhat
LinkedIn Sales Navigator
CPQ concepts or tooling
Stakeholder management
Communication
Process design
Documentation

Location

Remote

Work Type

Full-time

Experience Level

3-5 years

Education Level

Salesforce Administrator certification (ADM201 or equivalent) is a nice to have.

Benefits

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

About the Company

Board Intelligence is a technology and advisory firm focused on making boards more effective to build better businesses and benefit society.
Over twenty years, they have become the market leader in governance and board effectiveness, trusted by over 80,000 directors, executives, and governance professionals globally.
They have invested in applied AI since 2020, with an AI-powered platform and smart board advisor providing a competitive advantage.
In 2024, K1 Investment Management backed them to accelerate their position.
They are growing fast with a proven commercial model and a product suite essential in high-stakes board environments.
The company culture is described as thoughtful, high calibre, and genuinely human, balancing ambition with work-life balance.
They offer the opportunity to work at the intersection of AI and governance on high-level problems.
Their mission is to unleash the potential of organisations through the science of board effectiveness, building better businesses and benefitting society.

Equal Opportunity

Board Intelligence is committed to building a team that reflects the breadth of experience, background and perspective needed to do this work well.
They 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.
Reasonable adjustments will be accommodated at any stage of the process.