Help some of the world’s leading boards get more from better insight.

BoardOutlook is looking for a Client Delivery Manager to build trusted working relationships with senior clients and ensure they have an exceptional experience using BoardOutlook.

This is a highly client-facing role, but it is not traditional account management. You will work in close partnership with our Account Directors, who own the overall client relationship, account strategy, retention and growth. Your role is to make sure our clients are exceptionally well supported, their work with us is delivered seamlessly, and our Account Directors have the visibility and insight they need to manage and grow their accounts effectively.

You will become an expert in the BoardOutlook platform and how our services are delivered. You will work directly with clients to coordinate and deliver important board and executive processes, understand what is happening within their organisations, identify risks and opportunities, and make sure the right information flows back into the broader client team.

You will also help build the operating infrastructure behind a growing global business. Some processes are mature; others are still being built. We are looking for someone who is equally comfortable delivering an exceptional client experience and rolling up their sleeves to improve the systems, reporting and processes that make that experience scalable.

The role combines client delivery, relationship management, operational execution, data and insight, and process improvement.

The opportunity

You will work directly with senior clients including Chairs, Directors, CEOs, executives and Company Secretaries,



building trusted working relationships and becoming a reliable point of contact throughout their work with BoardOutlook.

Alongside our Account Directors, you will develop a strong understanding of each client, their organisation, their priorities and how they use BoardOutlook. While the Account Director remains accountable for the overall account strategy and commercial outcomes, you will play a critical role in giving them the visibility required to manage the relationship effectively.

That might mean identifying an emerging client need through a conversation, researching changes within an organisation, recognising patterns in product usage, surfacing an upcoming opportunity, or making sure significant client context is captured and accessible to the broader team.

You will also be responsible for the operational delivery of client processes. Our clients expect a very high standard of execution, which means coordinating multiple moving parts, maintaining accurate information, managing timelines and ensuring commitments and service levels are consistently met.

Internally, you will help us become more scalable. BoardOutlook is growing quickly, and we do not expect you to walk into a perfectly finished operating model. You will help design it. You will improve workflows, build reporting,



identify opportunities for automation and develop processes that give the wider business better visibility over client delivery and performance.

What you will be doing

Your responsibilities will include:

- Building trusted working relationships with senior client stakeholders and becoming a highly credible day-to-day partner
- Working closely with Account Directors to deliver an exceptional experience across their client portfolios
- Coordinating client onboarding and the end-to-end delivery of BoardOutlook processes, ensuring timelines, commitments and service levels are met
- Becoming an expert in the BoardOutlook platform and helping clients understand functionality, configuration and best practice
- Developing a strong understanding of each client's organisation, priorities and use of BoardOutlook
- Providing Account Directors with high-quality visibility into client activity, sentiment, risks, needs and potential opportunities
- Conducting client and account research to identify relevant organisational developments, stakeholder changes and other useful account intelligence
- Monitoring engagement, product usage and other client data to identify emerging risks or opportunities
- Ensuring important client information, interactions and activity are accurately captured in HubSpot and other systems
- Managing the operational logistics behind client delivery with exceptional attention to detail
- Building and maintaining reporting that gives the wider business visibility over client delivery, service levels and account activity
- Developing, documenting and continuously improving scalable client delivery processes
- Identifying manual or inefficient workflows and working with the appropriate teams to improve or automate them
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📌 Strategic Board Insights Client Success Manager (Melbourne)
🏢 Boardoutlook Pty..
📍 Melbourne