Account Manager

Klipboard; Leeds; On-site; GBP 35,000 - 52,000; Full time

Job summary

Klipboard is seeking a motivated B2B sales professional to drive revenue across sectors. You’ll manage demos, client relationships and multi-channel outreach while hitting ambitious KPI targets. Experience with Salesforce and account management will be highly valued.

In a fast-paced environment, you will plan activities, forecast accurately and collaborate with Sales leadership to grow both existing and new customers, maximizing contract value through upselling and value-led proposals.

Qualifications

• 2–3 years of experience in B2B sales.
• Experience delivering presentations or demos – in person or online.
• Thrives in a fast-paced, KPI-driven environment.
• Excellent verbal communication and interpersonal skills.
• Experience working with a CRM system.
• Highly motivated and target-driven.
• Account management and upselling experience.

Responsibilities

• Achieve KPIs and report progress weekly/monthly.
• Plan and prioritise sales activities toward agreed targets.
• Secure new business opportunities across industry sectors.
• Maintain minimum daily call KPI targets.
• Manage multiple aspects of the business and resolve customer problems.
• Establish strong working relationships with peers.
• Support your manager with budgets/targets.
• Forecast accurately to report to the Sales director.
• Maintain and develop existing and new customers through upselling.
• Respond to and follow up sales enquiries using appropriate methods.
• Communicate, liaise and negotiate internally and externally to develop profitable relationships.

Skills

B2B sales

Presentations & demos

KPI mindset

Verbal communication

CRM experience

Account management

Upselling

Tools

Salesforce

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!

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!