Board Intelligence is a technology and advisory firm that supercharges boards with the science of board effectiveness. We build better businesses and benefit society.
Through a suite of AI powered software tools, evaluation frameworks, and advisory services that distil over twenty years of boardroom experience, we help boards make smarter, faster decisions. We work with over 80,000 leaders and 3,000 organisations globally, including clients across the Fortune 500, FTSE 100, and OMX 30.
In 2024, we received substantial backing from K1 Investment Management, the leading B2B enterprise SaaS investors. We are at the beginning of a significant growth phase and are looking for exceptional people to join us on this journey.
Our Mission
We unleash the potential of organisations through the science of board effectiveness, building better businesses and benefiting society.
The Role
Board Intelligence partners with boards, executives, and investment professionals to improve decision-making through technology and advisory services. Our Fund Services segment works with fund and corporate service providers, where governance, reporting, and board effectiveness are critical.
The Head of Fund & Corporate Services is a senior commercial role responsible for driving growth within this segment through both new logo acquisition and expansion of existing client relationships. This is a player-coach role, combining personal quota ownership (70% of time) with leadership of a small team of sales representatives (30% of time).
You will be accountable for setting the commercial direction for Fund Services, building a high-quality pipeline, closing complex deals, and coaching your team to consistently high standards. Success in this role requires strong enterprise sales capability, credibility with senior investment and governance stakeholders, and the ability to blend SaaS technology and client requirements into a compelling proposition.
Main Responsibilities
Revenue Ownership and Sales Execution
- Own and deliver the Fund Services revenue target, including both personal quota and team target.
- Drive new logo acquisition within the corporate and fund services market.
- Lead expansion and upsell activity across existing Fund Services clients.
- Personally lead strategic, high-value deals from qualification through to close.
- Maintain a strong, well-qualified pipeline with accurate forecasting and reporting.
Team Leadership and Coaching
- Lead, coach, and develop a team of three sales representatives selling into Fund Services accounts.
- Set clear expectations on sales discipline, account planning, pipeline management, and deal execution.
- Provide regular deal coaching, pipeline reviews, and performance feedback to raise the standard of execution.
- Support recruitment, onboarding, and ramping of new team members as the segment grows.
Client and Market Leadership
- Build trusted relationships with senior stakeholders including fund directors, Chairs, investment professionals, Company Secretaries, and governance leads.
- Act as a senior representative of Board Intelligence within the Fund Services market, attending relevant events and forums.
- Ensure the Fund Services value proposition reflects market needs and regulatory context.
Cross-Functional Collaboration
- Work closely with Marketing to shape Fund Services targeting, messaging, and account-based campaigns.
- Partner with Consulting leadership to integrate advisory services into Fund Services sales motions.
- Collaborate with Product and Technology teams to ensure Fund Services client feedback informs roadmap priorities.
Operational Excellence
- Ensure accurate CRM usage, forecasting, and reporting across the team.
- Maintain strong internal communication to ensure smooth handover from sales to delivery and account management.
- Champion best practice in sales process and customer experience.
Requirements
Required Skills and Experience
- Proven experience in B2B sales within Fund Services, asset management, financial services, or adjacent regulated environments.
- Track record of consistently delivering revenue targets, including personal quota ownership.
- Experience selling SaaS and or technology-enabled services to senior stakeholders.
- Previous experience leading or coaching a small sales team in a player-coach capacity.
- Understanding of governance, reporting, and regulatory considerations within fund structures.
- Strong commercial judgement with the ability to balance personal selling and team leadership.
- Executive presence and credibility with senior investment and governance stakeholders.
- Structured, disciplined approach to sales execution and forecasting.
- Ability to coach others effectively and raise performance standards.
- Comfortable operating in complex, long-cycle sales environments.
- Collaborative working style with the ability to influence across functions.
- Resilient, self-motivated, and adaptable in a fast-growing environment.
Benefits
We pride ourselves on our great working environment and package. Here’s some of what’s on offer:
- Pension scheme
- Personal performance bonus
- 26 days holiday each calendar year
- Bupa health & dental cover
- Group life assurance
- EAP
- Cycle to work scheme
- Competitive parental policies
- Gym membership discounts
Top Skills
What We Do
Board Intelligence is trusted by over 40,000 leaders and 3,000 organisations to drive business performance and high-impact governance through board and management reporting. Our revolutionary management reporting platform, Lucia, helps you to write brilliantly clever and beautiful reports that surface breakthrough insights and spur your business to action – in the boardroom and at every level of your business. And our market-leading board portal enables directors to access and collaborate on mission-critical information securely and in real-time – helping you deliver more value from your board.
