Sales Executive

"At Klipboard we've introduced a flexible hybrid work policy, where employees spend three days in the office and two days working from home. This approach promotes a balanced work environment that combines office collaboration with the comfort and convenience of remote work."

Klipboard provides specialist software, services and support to deliver fully integrated trading and business management solutions to companies in the distributive trade – wherever they are in the world. With a unique depth of knowledge and experience in ERP/SaaS solutions, Klipboard has a wide range of clients includes wholesalers, distributors, merchants and retailers from small traders to multinational enterprises. Klipboard has offices in the UK, Ireland, The Netherlands, South Africa, Kenya and North America. Our mission is simple: to design and deliver high performance, integrated ERP solutions that enable our distributive trade customers to source effectively, stock efficiently, sell profitably and service competitively.

Klipboard is a global, growing business that embraces AI and emerging technologies to enhance customer outcomes, collaboration, and continuous improvement. We’re looking for people who are curious about or fluid with AI, open to change, and excited to learn how technology can improve the way we work and help our customers which is always supported by strong human insight and communication.

As an Internal Account Manager, you will strategically manage a portfolio of UK-based accounts as part of the UKI Account Management Team. Serving as the primary point of contact for our Customers and External Managers, you will be responsible for building strong, long-term relationships that drive customer satisfaction, business growth, and effective adoption of our solutions.

This role requires close coordination with both internal and external stakeholders playing a key role in supporting the wider Account Management function through collaboration, lead qualification, Customer Conversations and customer experience management.

Key Responsibilities: 

Core Purpose of the Role

• Customers receive a consistent, high-quality experience
• Opportunities for upsell, cross-sell, and renewal are identified
• Customer data and interactions are accurately captured in the CRM
• Internal teams are aligned to meet customer needs
• Manage the Lead and Qualification process
• Manage the CRM Data and Process.

1. Customer Relationship Management

• Act as the point of contact for all Customer accounts
• Maintain regular communication via phone, email, and virtual meetings
• Build long-term relationships based on trust, responsiveness, and value
• Handle day-to-day queries, escalations, and service requests

2. CRM Ownership & Data Management

• Maintain accurate and up-to-date customer records in the CRM system
• Log interactions, activities, opportunities, and contract details
• Track customer lifecycle stages (onboarding, renewal, expansion)
• Generate CRM reports to monitor account health and performance

3. Account Development & Revenue Support

• Identify and Support growth opportunities within existing accounts
• Support sales campaigns, renewals, and pricing discussions
• Prepare quotes, proposals, and contract documentation
• Manage and maintain CRM data.

4. Internal Coordination

• Liaise with sales, customer success, finance, support, and operations
• Ensure customer commitments are delivered accurately and on time
• Escalate risks or issues proactively
• Support field-based Account Managers or Sales Directors where applicable

5. Customer Retention & Satisfaction

• Monitor customer usage, engagement, and satisfaction
• Address early warning signs of churn
• Drive expansion of products or services
• Support onboarding and ongoing customer education

6. Lead Qualification

• Manage the lead pipeline from start to finish.
• Work with Marketing for Lead Management.
• Manage

Skills, Knowledge and Experience: 

Qualifications & Experience

• Strong commercial awareness in all areas.
• Drive and Hunger to develop and progress.
• Experience of working in sales within a software solution sales environment 
• Technical understanding from an application and technology perspective
• Demonstrate success in a similar role

Desirable Skills

• Knowledge of KCS applications in the Distributor sector
• Knowledge of the general Distributor sector
• Appreciation for all products and services within the Klipboard offering

Company Info

You may also have seen from our recent posts that we are excited to begin sharing our new company name – Klipboard. Kerridge Commercial Systems (KCS) is becoming Klipboard and our new brand is designed to bring together our expertise across distribution, automotive, retail, rental, transport management, manufacturing, and field service management. We have offices based across the world and we are looking for talented individuals to join our growing teams. Due to our growth over the last few years it is an exciting time to join us as we enter our next chapter! At Klipboard we've introduced a flexible hybrid work policy, where employees spend three days in the office and two days working from home. This approach promotes a balanced work environment that combines office collaboration with the comfort and convenience of remote work."

Equal Opportunities

As a global company, we value and respect the diversity of our workforce, aiming to empower everyone to embrace each other's differences. We are committed to creating an inclusive workplace where diversity, equity, and inclusion are integral to our company and culture. We recognize the benefits of a diverse workforce, where creativity and valuing differences enable us all to thrive and sparks innovation.

If you require any help, adjustments and/or support during the interview and offer process then please advise our TA or HR team. 

Research shows that women and other underrepresented groups are less likely to apply for a role unless they meet every listed requirement. However, we recognise that skills and experience come in many forms, and we encourage you to apply even if you don’t meet every criterion. If you are passionate about this role and believe you have the right mindset and transferrable skills, we would love to hear from you!

To all recruitment agencies: Klipboard does not accept agency speculative resumes. At present we only accept CV’s from Agencies on our PSL who have been assigned specific position/s. Please do not forward resumes to our careers site or direct to Klipboard employee as this does not constitute an introduction and Klipboard retrospectively will not be liable for any candidate ownership or fees related to unsolicited resumes. 

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