BoardOutlook was founded in 2019 on the belief that we could build software to help more boards become great boards, for the collective benefit of directors, shareholders, employees and society as a whole. Since that time, we have worked with hundreds of boards and thousands of directors. From this work we have developed a strong conviction that every board and organisation we work with is materially better off through the use of our scalable software.

At BoardOutlook, you’ll be part of a collaborative team dedicated to making a positive impact on our clients. As a startup, we offer a dynamic environment where growth and ambition are encouraged, and where there’s ample opportunity to expand your role and evolve with the company. You’ll gain unique exposure to some of the most influential boards and senior business leaders in the region. If you’re organised, proactive, and passionate about delivering a seamless client experience, we’d love to hear from you!

Below we’ve included more detail on:

Why you want to join BoardOutlook

The role (and you)

Compensation

Hiring process

Location

1. Why you want to join BoardOutlook:

1.1 What we do

BoardOutlook is a board performance platform designed specifically to enhance board effectiveness. Through rich diagnostics and powerful analytics, we provide boards with a holistic overview of their performance, helping them to understand areas for improvement and areas to optimise. We deliver hundreds of board performance processes globally and our clients range from large listed companies at the top of the FTSE 100 and ASX 100 to public sector and not-for-profit organisations.

1.2 Working at BoardOutlook

There are five values that form the foundation of our team ethos. Everyone we work with must display:

Simplicity: We prioritise simplicity and reduce complexity.

Attention to detail: Details matter, and we take pride in getting them right.

Urgency: We commit and execute with urgency, ensuring swift action.

Generous investment: We invest generously in each other’s growth and success.

Optimism and ambition: We pursue ambitious goals and strive for outsized wins.

The stronger the points above describe you and the kind of people you like to work with, the more likely it is you'll succeed at BoardOutlook.

1.3 Ambitious growth plan

We have set ambitious targets and are well positioned to pursue rapid global and product expansion. We are already working with clients in the Middle East, North and South America, and Europe.

Joining us now means getting in at a critical stage of growth, where your contributions will have direct influence on our trajectory.

2. The role (and you):

2.1 Role overview

As a Client Experience Associate at BoardOutlook, you’ll play a pivotal role in ensuring our clients and partners have a seamless and positive experience from onboarding through to ongoing support. Working closely with the Client Experience team, you’ll take ownership of the core logistics of the client journey, ensuring each phase is carefully managed and executed. Your critical eye for detail and proactive approach will drive continuous improvements, making you an essential partner to colleagues and clients.

The Client Experience function puts our clients and partners at the centre of our world, collaborating across the business to reduce client effort, increase value, and instil a client-centric culture.

Key aspects of the Client Experience Associate role include:

Client Journey Management:

Manage the operational elements of the client journey by creating, tracking, and managing tasks in our CRM and platform.

Ensure that all client details are meticulously recorded and updated, with all onboardings completed in a timely and organised manner.

Platform Management:

Set up and review client profiles on the BoardOutlook platform to align with specific client needs and preferences, including implementing and reviewing any customisation.

Regularly monitor client activity within the platform, proactively identifying any issues or support opportunities to enhance client satisfaction.

Client and Internal Stakeholder Management:

Actively participate in client calls and email correspondence, ensuring consistent, professional and responsive support

Communicate clearly, thoughtfully and effectively (both in writing and in conversation) with colleagues and clients

Assist with meeting scheduling and preparation, including compiling client background material to brief team members prior to client meetings.

Serve as a client advocate in internal projects with product, sales, and engineering teams by clearly conveying client feedback, requirements, and priorities.

Facilitate alignment between client expectations and deliverables, helping to enhance both client satisfaction and cross-functional collaboration.

Data-driven insight and collaboration:

Support the interpretation of qualitative and quantitative data, helping to identify useful insights and suggest possible next steps.

Take part in team brainstorming and strategy discussions by bringing together client context, platform data, and feedback to offer thoughtful ideas or suggestions.

Post-process Client Feedback:

Monitor client activity and initiate the NPS process by conducting NPS calls and sending emails depending on the contact type.

Ensure NPS responses are clearly and accurately recorded in the CRM.

Analyse feedback and prompt necessary follow-up actions.

Identify trends and escalate any critical insights to relevant teams.

Continuous Improvement:

Approach all work with a critical eye, identifying areas for improvement in workflows, processes, and client support activities.

Propose and implement strategies to enhance efficiency, collaborating with team members to deliver first-class support to our clients.

2.2 Requirements

Education & Experience:

Bachelor’s degree is advantageous

Experience in a client-facing setting (e.g. internships, part-time roles)

Experience using HubSpot or similar CRM software will be advantageous (but is not essential)

An understanding of how organisations function - gained through involvement in groups like school/university clubs, student unions, or sporting clubs will be advantageous (but is not essential)

Skills & Competencies:

Strong organisational skills with high attention to detail

Excellent written and verbal communication abilities

Strong interpersonal skills with an ability to build relationships and work with senior stakeholders

Curiosity and analytical capability

Tech-savvy

Ambitious with a growth mindset and proactive approach to learning

Customer-focused with a commitment to providing exceptional support

Collaborative and team-oriented

3. Compensation:

Our compensation package for this role is $80k - $90k (inclusive of super). We also offer a generous ESOP (share option) grant. The ESOP will give you meaningful financial participation and upside in the success of the business.

4. Hiring process:

4.1 What you can expect from our hiring process

Our hiring process at BoardOutlook is designed to test three areas:

Your capability to deliver on the job requirements, which we'll generally try and test through a short practical test

Your individual approach and drivers, which we'll test through interviews and reference checks

Your cultural fit, which we'll test against our documented target behaviours through interviews and reference checks

For most roles you can expect to undertake three interviews plus a practical test. We respect your time in applying for a job, so you can expect rapid decisions after each phase - we typically try and get back to you in days rather than weeks.

4.2 How to apply

To apply for this role we are asking you to submit a short email with a written outline of your relevant experience – this can be an attached CV.

In the current age of AI, there’s no reason not to have a compelling cover letter customised to BoardOutlook. We expect you to use AI on the job, so please leverage this in your application.

Please send your application including these details to [email protected] – Please make sure you include “Client Experience Associate” within the subject line of your email. We’re truly grateful for your interest — if it looks like there’s a strong match, we’ll be in touch to invite you to the next stage!

4.3 Sponsorship

BoardOutlook will only consider candidates with full working rights in Australia and will not be sponsoring visas.

5. Location:

Our offices are located in East Melbourne. This role is hybrid with three days a week required in office to collaborate with the broader team.

No recruiting agencies please, we have got this covered!