Account Manager

Klipboard; Leeds; On-site; GBP 25,000 - 40,000; Full time

Job summary

Klipboard is expanding its UK sales team and seeks an experienced B2B sales professional who can drive new business opportunities and upsell to existing customers. You will manage a busy pipeline, deliver product demos, and communicate effectively with stakeholders across sectors.

The role requires a proactive, target-driven individual with CRM experience, strong verbal skills, and the ability to thrive in a fast-paced environment.

Qualifications

• 2–3 years of experience in B2B sales.
• Experience in giving presentations/demos – face to face or online.
• Thrives in a fast-paced environment with high KPI workload.
• Excellent verbal communication, listening and interpersonal skills.
• Experience of working with a CRM system.
• Highly motivated and target driven.
• Proactive, confident and able to take decisions quickly.
• Account management and upselling skills/experience.

Responsibilities

• Achieve KPIs agreed with line manager and report progress weekly/monthly.
• Plan and prioritise sales activities and customer/prospect contact to hit targets; update Salesforce.
• Secure new business opportunities across multiple industry sectors.
• Maintain minimum daily call KPI targets.
• Manage pipeline and provide accurate forecasting to Sales Director.
• Develop and nurture existing and new customers through propositions and upselling.

Skills

B2B sales

Presentations

Verbal communication

CRM experience

Upselling

Decision making

Tools

CRM system

Job description

Remote Asset Management Ltd (R.A.M.), a private equity-backed technology company, delivers innovative fleet management and field service solutions that help organisations optimise their operations. With over 2 million monthly platform logins and a rapidly expanding customer base across the UK and North America, we’re at an exciting stage in our growth journey.

Further strengthening our position in the market, RAM was acquired by Kerridge Commercial Systems (Klipboard) in 2025, aiming to enhance field service management product suites and provide more comprehensive solutions to clients. With a commitment to innovation and customer satisfaction, RAM continues to support businesses in optimising their fleet operations and achieving significant cost savings.

Key Responsibilities

• You’ll achieve KPI’s agreed with the line manager and report progress on a weekly/monthly basis as required and agreed.
• You’ll plan and prioritise personal sales activities and customer/prospect contact towards achieving agreed business aims and update relevant information held in Salesforce.
• You’ll achieve or exceed expected targets securing new business opportunities within various industry sectors.
• You’ll achieve minimum daily call KPI targets.
• You’ll manage multiple aspects of the business, including dealing with customer problems.
• You’ll establish a strong working relationship with your peers.
• You’ll support your manager with achieving pre planned budgets/targets.
• You’ll manage the pipeline accurately ensuring the line manager has/you have accurate forecasting to report back to the Sales director.
• You’ll 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.
• You’ll maximise revenue generation of existing and new customers through upselling the company’s product catalogue and maximising contract length and value.
• You’ll respond to and follow up sales enquiries using appropriate methods.
• You’ll communicate, liaise, and negotiate internally and externally using appropriate methods to facilitate the development of profitable business and sustainable relationships.

Skills, Knowledge And Experience

• You have 2-3 years of experience in B2B sales
• You have experience in holding presentations/demos – either face to face or online
• You thrive in a fast-paced environment: you’re used to high volumes of KPIs
• You have excellent verbal communication, listening and interpersonal skills.
• You have experience of working with a CRM system.
• You’re Highly Motivated & Target driven.
• You’re proactive, confident and can take decisions fast.
• You have Account Management & Upselling skills/experience.

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.

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.