Client Relations Specialist

Klipboard; Leeds; On-site; GBP 32,000 - 52,000; Full time

Job summary

Klipboard is seeking an Account Manager to manage a portfolio of existing customers, acting as a trusted advisor and primary point of contact. You will understand client needs, resolve challenges, and identify opportunities for upselling and cross-selling while maintaining strong relationships.

You will work with internal teams to ensure an outstanding customer experience and achieve revenue, retention, and activity targets.

Qualifications

• Experience in account management or client relations.
• Strong communication and negotiation skills.
• Commercially minded with a track record of growing accounts.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Manage and develop relationships with existing customers.
• Drive customer retention and portfolio growth.
• Identify upsell and cross-sell opportunities to maximise revenue.
• Handle customer queries with a commercial, customer-focused approach.
• Maintain accurate forecasting using CRM systems.

Skills

Account management

Relationship-building

Negotiation

Communication

Multitasking

Tools

CRM software

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 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.

In this role, you'll manage a portfolio of existing customers, acting as a trusted advisor and primary point of contact. You'll work closely with clients to understand their needs, resolve challenges, improve retention, and uncover opportunities for upselling and cross-selling.

What you'll be doing:

• Managing and developing relationships with existing customers
• Driving customer retention and account growth across your portfolio
• Identifying upsell and cross-sell opportunities to maximise revenue
• Handling customer queries and resolving issues with a commercial, customer-focused approach
• Managing your sales pipeline and maintaining accurate forecasting through CRM systems
• Following up on customer enquiries and delivering tailored solutions
• Working collaboratively with internal teams to ensure an outstanding customer experience
• Achieving individual revenue, retention, and activity targets

What we're looking for:

• Previous experience in Account Management, Client Relations, Customer Success, or a similar customer-facing role
• Strong communication, relationship-building, and negotiation skills
• Experience using CRM systems
• A commercially minded approach with a track record of growing customer accounts
• Highly motivated, target-driven, and organised
• Ability to manage multiple priorities in a fast-paced environment
• A proactive mindset and the confidence to work independently

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!