Account Manager

Klipboard; Leeds; On-site; GBP 26,000 - 42,000; Full time

Job summary

Klipboard is seeking a proactive sales professional to join our UK team in Leeds. You will manage existing accounts, identify new opportunities, and drive revenue growth through upselling our ERP/distribution software solutions to wholesalers, retailers and distributors.

In this fast-paced role, you will plan and execute outreach, maintain accurate forecasts in our CRM, and collaborate with cross-functional teams to deliver exceptional customer outcomes.

Qualifications

• Excellent verbal communication and interpersonal skills.
• Experience of working with a CRM system.
• Strong sales skills with a proven track record.
• Highly motivated and target-driven.
• Ability to use own initiative.
• Able to work in a fast-paced environment.
• Ability to work well with others.
• Account management and upselling capabilities.

Responsibilities

• Adhere to site rules and performance culture.
• Enforce health and safety rules and report incidents.
• Hit KPI targets and report progress regularly.
• Plan and prioritise sales activities to achieve targets.
• Generate new business opportunities across sectors.
• Maintain daily call KPIs.
• Manage customer problems and relationships.
• Forecast accurately for budgeting and reporting.
• Upsell and maximize contract value.
• Collaborate with peers and Sales Director.

Skills

Verbal communication

CRM experience

Sales skills

Motivation

Initiative

Team player

Account management

Upselling

Job description

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.

Key Responsibilities

• To adhere to all site rules as laid down by the Senior Team.
• To enforce a culture of Performance.
• To enforce a duty of care; Employees have a duty of care to their employer; meaning they should act responsibly to other Employees and to the Employers property.
• To adhere to all health and safety rules, with all accidents and near misses reported as they occur.
• To adhere to all site rules as outlined within your employee pack and contract.
• To achieve KPI’s agreed with the line manager and report progress on a weekly/monthly basis as required and agreed.
• To plan and prioritise personal sales activities and customer/prospect contact towards achieving agreed business aims and update relevant information held in Salesforce.
• To achieve or exceed expected targets securing new business opportunities within various industry sectors.
• To achieve minimum daily call KPI targets.
• To manage multiple aspects of the business, including dealing with customer problems.
• To establish a strong working relationship with your peers.
• To support your manager with achieving pre planned budgets/targets.
• To manage personal time and productivity.
• To manage pipeline accurately ensuring the line manager has/you have accurate forecasting to report back to the Sales director.
• To maintain and develop existing and new customers through appropriate propositions and ethical sales methods to optimise the quality of service, business growth, and customer satisfaction.
• To maximise revenue generation of existing and new customers through upselling the company’s product catalogue and maximising contract length and value.
• To respond to and follow up sales enquiries using appropriate methods.
• Communicate, liaise, and negotiate internally and externally using appropriate methods to facilitate the development of profitable business and sustainable relationships.

Skills, Knowledge And Experience

• Excellent verbal communication, listening and interpersonal skills.
• Experience of working with a CRM system.
• Sales skills.
• Highly Motivated & Target driven.
• The ability to use own initiative.
• The ability to work in a fast-paced environment.
• The ability to work well with others.
• Account Management & Upselling Skills.

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!

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.