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About the Role

This GTM Graduate role on the Digital Customer Success track offers a unique nine-month placement in Digital CS followed by a three-month rotation in Sales, designed to build broad commercial capability within your first year. You will partner with clients to drive adoption and value realization, working with AI tools and supporting both onboarding and scaled accounts. The Sales rotation provides exposure to the full customer lifecycle, from qualification to revenue conversations.

Responsibilities

Support onboarding for new customers, coordinating kickoff activity, preparing materials and tracking progress to launch.
Help run digital first engagement across the Scaled portfolio, contributing to in app guidance, lifecycle campaigns and self serve content.
Use AI tools to draft, personalise and scale customer communications, playbooks and summaries.
Monitor customer health and product usage data, flag risk and adoption signals early, and help build reporting.
Keep customer records and workflow data accurate in Planhat, and identify manual steps that can be automated.
Contribute to renewal preparation by pulling together usage evidence and value stories.
Support the Sales team with pipeline hygiene, opportunity tracking and CRM accuracy.
Research target accounts and contribute to account planning and outreach preparation.
Qualify inbound interest against agreed qualification frameworks and hand over cleanly to the relevant Account Executive.
Sit in on customer conversations, then capture actions, follow ups and next steps.
Apply AI tooling to research, note taking and follow up drafting to speed up the sales cycle.

Requirements

AI native ways of working; use AI tools to do your own work better and explain where they help and where they do not.
Comfort with data; work with a spreadsheet or a dashboard, spot what looks wrong, and explain what the numbers mean in plain language.
Clear written communication; write something a customer would be happy to receive.
Curiosity; ask why until you reach the real problem rather than stopping at the first answer.
Commercial interest; want to understand how the business makes money and how customers get value.
Ownership; follow things through and tell people early when something is at risk.
Collaboration; bring people in rather than working around them.

Skills

AI tools (Claude)
Planhat
Pendo
Spreadsheet or dashboard data analysis
Written communication
CRM platforms (Salesforce, Planhat, Pendo)
Automation or scripting (Python, Zapier, Make, Excel automation)
Corporate governance
Board effectiveness
Professional services

Location

Remote

Work Type

Full-time
Permanent

Experience Level

Graduate

Education Level

No degree requirement

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.
Market leader in governance and board effectiveness for over twenty years, trusted by over 80,000 directors, executives, and governance professionals globally.
Invested in applied AI since 2020, with an AI-powered platform and smart board advisor providing a competitive advantage.
Backed by K1 Investment Management in 2024 to accelerate growth.
Growing fast with a proven commercial model and a product suite essential for high-stakes board environments.
Culture is thoughtful, high calibre, and genuinely human, balancing ambition with work-life balance.

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.
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.
Will accommodate reasonable adjustments at any stage of the process.