Account Manager

KERRIDGE COMMERCIAL SYSTEMS CORP; Leeds; On-site; GBP 30,000 - 55,000; Full time

Job summary

Klipboard in Leeds is seeking a results-driven Sales Executive to drive new business and manage existing accounts. You'll plan and execute outbound activities, respond to inquiries, and upsell the company’s product catalogue while maintaining accurate forecasts.

You will work with a CRM to track activity, hit KPI targets, and collaborate with peers and the Sales Director to grow revenue across sectors. The role offers a fast-paced environment, competitive targets, and opportunities to shape

Qualifications

• 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.

Responsibilities

• Adhere to all site rules and enforce a culture of performance.
• Achieve KPI targets and report progress weekly/monthly.
• Plan and prioritise personal sales activities and customer/prospect contact to hit targets.
• Secure new business opportunities across various industry sectors.
• Manage pipeline and forecasting with the Sales Director.

Skills

CRM experience

Sales skills

Communication

Target driven

Account management

Tools

Sales CRM

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!

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!