Client Relations Manager

Klipboard; Leeds; On-site; GBP 25,000 - 42,000; Full time

Job summary

Klipboard is seeking a proactive Account Manager in Leeds to drive new business, manage customer relationships and upsell the company’s product catalogue. You will work closely with cross-functional teams to maximise revenue and ensure customer satisfaction.

The role focuses on maintaining strong client connections, meeting daily KPI targets, and contributing to budget achievement within a fast-paced, dynamic environment. Join a growing global team shaping modern ERP solutions.

Qualifications

• Excellent verbal communication, listening and interpersonal skills.
• Experience of working with a CRM system.
• Sales skills.
• Highly motivated and target driven.
• Ability to use own initiative.
• Ability to work in a fast-paced environment.
• Ability to work well with others.
• Account Management and Upselling skills.

Responsibilities

• Adhere to site rules and drive a culture of Performance.
• Achieve targets and secure new business opportunities across sectors.
• Maintain daily call KPIs and manage customer problems.
• Build strong relationships with peers and the Sales director.
• Support the manager with budgets and forecasts.
• Manage pipeline with accurate forecasting for reporting.

Skills

Verbal communication

CRM experience

Sales skills

Target driven

Initiative

Fast-paced

Teamwork

Upselling

Tools

CRM system

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 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.
• Responsible for improving customer retention within the business and achieving set budget targets.
• Having a commercial approach to dealing with issues customers may have with RAM and looking to improve customer relationships by solving these issues, ending in a positive outcome for both parties.
• Hitting upsell/cross sell targets in line with budget.

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.