Client Liaison Executive
Posted 9 days 23 hours ago by Board Intelligence Limited
Board Intelligence works with boards and senior executives across the FTSE, public sector, and large private companies. As our inbound interest continues to grow - through referrals, events, partners, and marketing - we are seeking aClientLiaison Executivewho can respond quickly,warmlyand professionallyto every enquiry, ensuring prospective clients have an exceptional first experience with us.
You'llbe the first voice and face many senior stakeholdersencounter, andyou'llplay a critical role in ensuring prospects are followed up promptly, meetings are booked efficiently, and our sales team is supported in engaging potential clients with polish and precision.
You'llneed strong organisational skills, impeccable communication, and the gravitas to interact seamlessly with Chairs, CEOs, Company Secretaries, and senior governance professionals.
Inbound Response & Qualification- Act as thefirst point of contactfor all inbound sales enquiries (email, website forms, referrals, partner introductions).
- Respond swiftly and professionally,qualifying needsandidentifyingthe right next step.
- Ensure every inbound lead receives a high-touch, client-friendly experience that reflects BI's brand and values.
- Book meetings directly into the diaries of the Revenue team, coordinating schedules with speed and accuracy.
- Support the sales team inreaching out to potential clients, coordinating outreach campaigns and follow-up messages.
- Assistwith drafting intro emails, follow-up messages, call summaries and personalised outreach where needed.
- Proactivelyidentifywarm leads from events, webinars, download activity and partner relationships - helping convert interest into bookings.
- Maintain excellent communication across the team to ensure all opportunities are actioned promptly.
- Anticipate upcoming needs in the sales cycle ensuring the team is prepped, materials are ready, and nothing falls through the cracks.
- Assistwith coordination around key accounts, strategicprospectsand complex multi-stakeholder engagements.
- Maintain immaculate CRM hygiene ensuring all inbound activity, notes, and next steps are accurately captured.
- Provide weekly visibility on inbound volumes, follow-up timelines, and meeting conversion metrics.
- Work with Marketing and Sales to streamline handover processes and improve inbound-to-meeting conversion rates.
- Experience in aclient-facing or coordination role such as SDR, executive assistant, office manager, client services coordinator, or similar.
- Prior exposure toSaaS,governance,professional services or B2B environmentspreferred.
- Experience interacting with senior stakeholders and handling sensitive information with discretion.
- Demonstrated ability to manage schedules,prioritiesand multiple stakeholders with calm efficiency.
- Exceptional communication that is clear,warmand confident.
- Highly organised with strong attention to detail and a proactive approach.
- Professional and composed when speaking with senior leaders.
- Responsive and reliable, with an understanding of the importance oftimelyfollow up.
- Comfortable working with CRM systems, schedulingtoolsand AI assistants.
- Collaborative and low ego, with a natural ability to build rapport and create a positive experience for colleagues and clients.
- Private Pension Scheme
- BUPA Health and Dental insurance (including access to the My BUPA app)
- Group life insurance: 4x annual salary
- 26 holiday days per calendar year in addition to Bank Holidays
- Cycle to work scheme
- Employee Assistance Program including Bereavement and Probate Helpline
- AIG Smart Health virtual GP app/wellness platform for employees and dependants, including partner/spouse
- Eyecare and Flu Jab vouchers
- Enhanced Parental Leave