Board Intelligence
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 twenty years of boardroom experience, we improve the efficiency of board processes and the effectiveness of boards. We work with over 80,000 leaders and 3,000 organisations across the world, with 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 significant growth, and we're looking for superb talent to join us on this journey. As we grow, we're fiercely protective of our culture and values. Many of us, including our founders, have families and other priorities, so we know the value of a supportive company. The team is diverse and friendly. We value fun: most days you'll find a social event or learning opportunity to get involved with, including company socials, away days, and philanthropic activities. Our Mission We unleash the potential of organisations through the science of board effectiveness, building better businesses and benefiting society. The Role The Customer Success teamis responsible forefficiently driving an exceptional experience for all our customers. We partner with our clients to ensure strong adoption and value realization across their organizations. We'relooking for a Customer Success Manager to join our thriving Customer team at Board Intelligence.You'llsit within the Digital CS team, in this role,you'llsplit your time between delivering engaging onboarding experiences for newcustomers, andmaintaining the portfolio of Scaled accounts alongside the Scaled team, through digital-first engagement strategies.In addition to delivering at scale,you'llalso partner closely with your teamand the Director of Digital CSto operationalize top quality digital journeyswith AI at the forefront, using tools such as Claude,Planhatand Pendo. This role is perfect for someone whohas a passion for AI first initiatives andexcels at delivering exceptional onboarding experiences while also building scalable customer success programs. As we continue to scale our SaaS business, this role will be instrumental in ensuring new customers get off to a strong start,maintainingexceptional retention across our Scaled segment, and proving that personalized, high-quality customer success can be delivered efficiently through smart, digital-first strategies. Main Responsibilities Onboarding (Initially50% of role): Deliver engaging onboarding experiences for new customers, across all our segments, guiding them throughinitialsetup, configuration,training,and early adoption milestones to ensure successful product launch Monitor onboarding health metrics and engagement data toidentifyat-risk customers early, providingtimelyinterventions to ensure successful implementation and early wins Working closely with the Director of Digital CS to design, iterate, andoptimise the various onboarding journeys for each of our segmentswith AI at the forefrontwithtools likePlanhatand Pendo.Identifyingopportunities to improve time-to-value, reduce friction, and increase self-service adoption through better content, automation, and in-app guidance Create andmaintainonboarding resources including email sequences, video tutorials, helpcentrecontent, and in-app guides that enable customers to successfully adopt the platform independently Scaled Portfolio Management& Digital Strategy(50% of role): Be a part of the team managing the portfolio of Scaled accounts through digital-first engagement strategies,leveragingAI,automation, data insights, and targeted campaigns tomaintaincustomer health and drive adoption Working closely with the Director of Digital CS to build and execute automatedand AI drivencustomer engagement programs including email campaigns, in-app messaging, and digital touchpoints that proactively address customer needs, drive feature adoption, and prevent churn using tools likePlanhatand Pendo. Create educational materials such as videos, guides, walk throughs, and webinars to support fully digital or 1-many customer enablement that drives adoption, awareness, and value delivery. Monitor portfolio health through data analysis,identifyingtrends, risks, and opportunities across the Scaled segment, and implementing targeted interventions where needed Act as the voice of the Scaled customer internally, sharing insights with Product, Marketing, and Go-To-Market teams to influence self-service improvements, content development, and digital experience enhancements Required Skills and Experience Customer Success Experience: Demonstrableexperience inOnboarding,CustomerSuccessor Account Management in a B2B SaaS environment, with proventrack recordmanaginga significant portfolio of accountsand achieving high retention rates (90%+ GRR). Provenexperience owning the renewal process and successfully negotiating contract renewals withsenior leaders. SaaS,AIand Technical Understanding: Strong understanding of SaaS business models andonboarding/customer success metrics includingTTV,GRR, PINCs, CSQLsandcustomer health scoring, Experience withmaximisingcustomersuccess platforms (such asPlanhat) and digital engagement tools (Pendo or similar), withabilityto quickly become a product expert. Experience utilising AI tools such as Claude & Copilot to drive more efficient processes with onboarding and daily Customer Success. Strategic and Analytical Thinking: Strong analytical skills with ability tointerpret usagedata, engagement metrics, and business outcomes to proactivelyidentifyrisks and opportunities Data-driven approach to decision making with experience developing customer success plans and tracking progress against success criteria Essential Soft Skills Exceptional relationship-building and communication skills, with ability to influence and build trust with senior executives Proactive and self-motivated with excellent time management to manage multiple accounts simultaneously Customer-centric approach with genuine passion for helping customers succeed and creating moments of surprise and delight Collaborative team player who can work cross-functionally with Sales, Product, Support, and Marketing team Nice to Have Experience inthe governance, legal tech, or board management space Background working with professional services firms, corporate legal departments, or corporate secretaries Experience in a high-growth SaaS company that has scaled rapidly or been through acquisition 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 We pride ourselves on our great working environment and package.
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 twenty years of boardroom experience, we improve the efficiency of board processes and the effectiveness of boards. We work with over 80,000 leaders and 3,000 organisations across the world, with 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 significant growth, and we're looking for superb talent to join us on this journey. As we grow, we're fiercely protective of our culture and values. Many of us, including our founders, have families and other priorities, so we know the value of a supportive company. The team is diverse and friendly. We value fun: most days you'll find a social event or learning opportunity to get involved with, including company socials, away days, and philanthropic activities. Our Mission We unleash the potential of organisations through the science of board effectiveness, building better businesses and benefiting society. The Role The Customer Success teamis responsible forefficiently driving an exceptional experience for all our customers. We partner with our clients to ensure strong adoption and value realization across their organizations. We'relooking for a Customer Success Manager to join our thriving Customer team at Board Intelligence.You'llsit within the Digital CS team, in this role,you'llsplit your time between delivering engaging onboarding experiences for newcustomers, andmaintaining the portfolio of Scaled accounts alongside the Scaled team, through digital-first engagement strategies.In addition to delivering at scale,you'llalso partner closely with your teamand the Director of Digital CSto operationalize top quality digital journeyswith AI at the forefront, using tools such as Claude,Planhatand Pendo. This role is perfect for someone whohas a passion for AI first initiatives andexcels at delivering exceptional onboarding experiences while also building scalable customer success programs. As we continue to scale our SaaS business, this role will be instrumental in ensuring new customers get off to a strong start,maintainingexceptional retention across our Scaled segment, and proving that personalized, high-quality customer success can be delivered efficiently through smart, digital-first strategies. Main Responsibilities Onboarding (Initially50% of role): Deliver engaging onboarding experiences for new customers, across all our segments, guiding them throughinitialsetup, configuration,training,and early adoption milestones to ensure successful product launch Monitor onboarding health metrics and engagement data toidentifyat-risk customers early, providingtimelyinterventions to ensure successful implementation and early wins Working closely with the Director of Digital CS to design, iterate, andoptimise the various onboarding journeys for each of our segmentswith AI at the forefrontwithtools likePlanhatand Pendo.Identifyingopportunities to improve time-to-value, reduce friction, and increase self-service adoption through better content, automation, and in-app guidance Create andmaintainonboarding resources including email sequences, video tutorials, helpcentrecontent, and in-app guides that enable customers to successfully adopt the platform independently Scaled Portfolio Management& Digital Strategy(50% of role): Be a part of the team managing the portfolio of Scaled accounts through digital-first engagement strategies,leveragingAI,automation, data insights, and targeted campaigns tomaintaincustomer health and drive adoption Working closely with the Director of Digital CS to build and execute automatedand AI drivencustomer engagement programs including email campaigns, in-app messaging, and digital touchpoints that proactively address customer needs, drive feature adoption, and prevent churn using tools likePlanhatand Pendo. Create educational materials such as videos, guides, walk throughs, and webinars to support fully digital or 1-many customer enablement that drives adoption, awareness, and value delivery. Monitor portfolio health through data analysis,identifyingtrends, risks, and opportunities across the Scaled segment, and implementing targeted interventions where needed Act as the voice of the Scaled customer internally, sharing insights with Product, Marketing, and Go-To-Market teams to influence self-service improvements, content development, and digital experience enhancements Required Skills and Experience Customer Success Experience: Demonstrableexperience inOnboarding,CustomerSuccessor Account Management in a B2B SaaS environment, with proventrack recordmanaginga significant portfolio of accountsand achieving high retention rates (90%+ GRR). Provenexperience owning the renewal process and successfully negotiating contract renewals withsenior leaders. SaaS,AIand Technical Understanding: Strong understanding of SaaS business models andonboarding/customer success metrics includingTTV,GRR, PINCs, CSQLsandcustomer health scoring, Experience withmaximisingcustomersuccess platforms (such asPlanhat) and digital engagement tools (Pendo or similar), withabilityto quickly become a product expert. Experience utilising AI tools such as Claude & Copilot to drive more efficient processes with onboarding and daily Customer Success. Strategic and Analytical Thinking: Strong analytical skills with ability tointerpret usagedata, engagement metrics, and business outcomes to proactivelyidentifyrisks and opportunities Data-driven approach to decision making with experience developing customer success plans and tracking progress against success criteria Essential Soft Skills Exceptional relationship-building and communication skills, with ability to influence and build trust with senior executives Proactive and self-motivated with excellent time management to manage multiple accounts simultaneously Customer-centric approach with genuine passion for helping customers succeed and creating moments of surprise and delight Collaborative team player who can work cross-functionally with Sales, Product, Support, and Marketing team Nice to Have Experience inthe governance, legal tech, or board management space Background working with professional services firms, corporate legal departments, or corporate secretaries Experience in a high-growth SaaS company that has scaled rapidly or been through acquisition 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 We pride ourselves on our great working environment and package.
Thebes IT Solutions Ltd
Location: London (Hybrid, 3 days on-site - City of London) Duration: Contract (6-9 months initially with potential for extension) Key Essential Skills: Strong architecture experience - mapping as-is and to-be states, defining transformation pathways, and developing target-state architectures that align with business strategy. Proven experience in Operational Risk and Resilience frameworks within large, regulated financial environments. Deep exposure to Governance, Risk & Compliance (GRC) tools and frameworks - understanding how policies, controls, and data constructs InterconnecT (eg DORA, MiFID II, SOX, ISO22301). Strong knowledge of technology architecture principles and how they intersect with risk and resilience objectives. Proven ability to manage and influence senior stakeholders, gaining alignment across Risk, Compliance, and Technology leadership teams. Experience working across the three lines of defence, partnering with Risk, Compliance, and Architecture Governance functions. Excellent communication skills, capable of articulating complex architectural and risk concepts to both technical and non-technical audiences. Desirable Skills Prior experience in operational resilience, technology risk, or enterprise architecture within financial services. Familiarity with enterprise architecture and control frameworks (TOGAF, SABSA, NIST). Hands-on experience with resilience testing, RCSA, or control design . Exposure to GRC tooling ecosystems such as MetricStream, ServiceNow GRC, or Archer. Background in consulting or transformation programmes , particularly around risk and compliance integration. Understanding of automation, metrics, and control assurance tooling . Overview: We have an exciting opportunity for an experienced Operational Risk & Resilience Architect to join Thebes Group , supporting a major financial institution in defining and delivering its next-generation risk and resilience architecture. This strategic and hands-on role combines architectural strategy, GRC enablement, and stakeholder influence . You'll be responsible for assessing the current ecosystem, designing the target-state architecture, and shaping a pragmatic transformation roadmap that connects technology, controls, and business outcomes. Working across Risk, Compliance, and Technology, you'll ensure that resilience, control effectiveness, and governance are Embedded into every layer of the organisation's operating model. The ideal candidate will demonstrate the credibility, confidence, and influence to bring diverse senior stakeholders together behind a unified architectural vision - turning regulatory and risk requirements into practical, measurable design outcomes that enhance organisational resilience. Role & Responsibilities: Architecture & Target State Design Assess the current ( as-is ) architectural landscape and define a clear, actionable ( to-be ) target state. Map the transformation journey - immediate improvements, medium-term priorities, and long-term strategic objectives. Develop architectural blueprints that align technology solutions with enterprise goals, regulatory expectations, and resilience outcomes. Risk & Resilience Framework Design Design and implement enterprise-level operational resilience frameworks aligned to DORA, PRA SS1/21, ISO22301, and related standards. Define and document risk control architectures , ensuring processes, technologies, and controls align with risk appetite and governance requirements. Develop and maintain control taxonomies , impact tolerance metrics , and resilience testing methodologies . GRC & Control Integration Leverage experience with GRC tools and data models to integrate policies, controls, and standards within enterprise architectures. Connect regulatory compliance , operational risk , and technical controls into a cohesive architecture. Collaborate with Risk and Compliance to ensure consistent control application and traceability. Governance & Oversight Partner with Operational Risk , Compliance , and Architecture Governance teams to ensure consistent application of resilience and control principles. Support RCSA processes , control assessments , and governance reviews . Produce and present risk and resilience dashboards , reports, and architectural artefacts to senior stakeholders. Stakeholder Engagement & Influence Manage upwards - influencing senior stakeholders with clarity, credibility, and confidence. Build alignment across functions through a balanced and collaborative approach to change. Act as a trusted advisor, providing architectural insight that drives business confidence in transformation decisions. Importance of Influence: Beyond technical and architectural capability, the ideal candidate will possess the ability to influence through confidence and credibility - guiding senior stakeholders toward consensus and adoption of the architectural vision. They will not only design the path forward but bring others along with it. Outline Thebes Group: Thebes Group is a leading UK wide IT infrastructure technology consultancy. We are well-known for our extensive talent pool of highly competent IT professionals and exclusive Academy programmes, which provide a great opportunity to undertake technical training in core disciplines. Thebes work with a number of leading vendors, Government, financial institutions and insurance companies including investment banks, brokers and hedge funds. Thebes does IT solutions & services differently from most other IT service providers. As an Assured Outcome Provider (AOP) we have spent fifteen years willingly sharing the client's risk with them by focusing on outputs (ie quality service & solutions and ROI) rather than inputs (ie pricelists and headcount). We do this by fitting our skills, solutions & capabilities to needs, augmenting our staff with enthusiastic professionals from our Academy programme and remaining flexible as our clients' needs change.
Location: London (Hybrid, 3 days on-site - City of London) Duration: Contract (6-9 months initially with potential for extension) Key Essential Skills: Strong architecture experience - mapping as-is and to-be states, defining transformation pathways, and developing target-state architectures that align with business strategy. Proven experience in Operational Risk and Resilience frameworks within large, regulated financial environments. Deep exposure to Governance, Risk & Compliance (GRC) tools and frameworks - understanding how policies, controls, and data constructs InterconnecT (eg DORA, MiFID II, SOX, ISO22301). Strong knowledge of technology architecture principles and how they intersect with risk and resilience objectives. Proven ability to manage and influence senior stakeholders, gaining alignment across Risk, Compliance, and Technology leadership teams. Experience working across the three lines of defence, partnering with Risk, Compliance, and Architecture Governance functions. Excellent communication skills, capable of articulating complex architectural and risk concepts to both technical and non-technical audiences. Desirable Skills Prior experience in operational resilience, technology risk, or enterprise architecture within financial services. Familiarity with enterprise architecture and control frameworks (TOGAF, SABSA, NIST). Hands-on experience with resilience testing, RCSA, or control design . Exposure to GRC tooling ecosystems such as MetricStream, ServiceNow GRC, or Archer. Background in consulting or transformation programmes , particularly around risk and compliance integration. Understanding of automation, metrics, and control assurance tooling . Overview: We have an exciting opportunity for an experienced Operational Risk & Resilience Architect to join Thebes Group , supporting a major financial institution in defining and delivering its next-generation risk and resilience architecture. This strategic and hands-on role combines architectural strategy, GRC enablement, and stakeholder influence . You'll be responsible for assessing the current ecosystem, designing the target-state architecture, and shaping a pragmatic transformation roadmap that connects technology, controls, and business outcomes. Working across Risk, Compliance, and Technology, you'll ensure that resilience, control effectiveness, and governance are Embedded into every layer of the organisation's operating model. The ideal candidate will demonstrate the credibility, confidence, and influence to bring diverse senior stakeholders together behind a unified architectural vision - turning regulatory and risk requirements into practical, measurable design outcomes that enhance organisational resilience. Role & Responsibilities: Architecture & Target State Design Assess the current ( as-is ) architectural landscape and define a clear, actionable ( to-be ) target state. Map the transformation journey - immediate improvements, medium-term priorities, and long-term strategic objectives. Develop architectural blueprints that align technology solutions with enterprise goals, regulatory expectations, and resilience outcomes. Risk & Resilience Framework Design Design and implement enterprise-level operational resilience frameworks aligned to DORA, PRA SS1/21, ISO22301, and related standards. Define and document risk control architectures , ensuring processes, technologies, and controls align with risk appetite and governance requirements. Develop and maintain control taxonomies , impact tolerance metrics , and resilience testing methodologies . GRC & Control Integration Leverage experience with GRC tools and data models to integrate policies, controls, and standards within enterprise architectures. Connect regulatory compliance , operational risk , and technical controls into a cohesive architecture. Collaborate with Risk and Compliance to ensure consistent control application and traceability. Governance & Oversight Partner with Operational Risk , Compliance , and Architecture Governance teams to ensure consistent application of resilience and control principles. Support RCSA processes , control assessments , and governance reviews . Produce and present risk and resilience dashboards , reports, and architectural artefacts to senior stakeholders. Stakeholder Engagement & Influence Manage upwards - influencing senior stakeholders with clarity, credibility, and confidence. Build alignment across functions through a balanced and collaborative approach to change. Act as a trusted advisor, providing architectural insight that drives business confidence in transformation decisions. Importance of Influence: Beyond technical and architectural capability, the ideal candidate will possess the ability to influence through confidence and credibility - guiding senior stakeholders toward consensus and adoption of the architectural vision. They will not only design the path forward but bring others along with it. Outline Thebes Group: Thebes Group is a leading UK wide IT infrastructure technology consultancy. We are well-known for our extensive talent pool of highly competent IT professionals and exclusive Academy programmes, which provide a great opportunity to undertake technical training in core disciplines. Thebes work with a number of leading vendors, Government, financial institutions and insurance companies including investment banks, brokers and hedge funds. Thebes does IT solutions & services differently from most other IT service providers. As an Assured Outcome Provider (AOP) we have spent fifteen years willingly sharing the client's risk with them by focusing on outputs (ie quality service & solutions and ROI) rather than inputs (ie pricelists and headcount). We do this by fitting our skills, solutions & capabilities to needs, augmenting our staff with enthusiastic professionals from our Academy programme and remaining flexible as our clients' needs change.
