Account Manager

Company Overview

At Klipboard we've introduced a flexible hybrid work policy, where employees spend three days in the office and two days working from home. This approach promotes a balanced work environment that combines office collaboration with the comfort and convenience of remote work. Klipboard’s brand is designed to bring together our expertise across distribution, automotive, retail, rental, transport management, manufacturing, and field service management.

We provide 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 including wholesalers, distributors, merchants and retailers from small traders to multinational enterprises. Our offices are 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.

As an Account Manager
, you will strategically manage a portfolio of UK-based accounts as part of the UKI Account Management Team. Serving as the commercial point of contact for your customers, you will be responsible for building strong, long‑term relationships that drive customer satisfaction, business growth and effective expansion of our solutions. This role requires close coordination with both internal and external stakeholders to understand client needs, identify opportunities and deliver solutions that meet or exceed expectations.

You will also play a key role in supporting the wider Account and Commercial Management function through collaboration, customer experience management and sales targets.

Customer Relationship Management

• Serve as the commercial point of contact for a defined portfolio of customers across all regions.
• Build, strengthen, and maintain relationships with key stakeholders, including operational leaders, senior management, and commercial decision makers.
• Ensure customers are fully informed about new product updates, releases, and value‑added services to maximise expansion and ROI.
• Work cross‑functionally with internal teams to anticipate and meet customer needs, ensuring smooth service delivery and a consistent customer experience.

Sales & Revenue Growth

• Achieve or exceed annual revenue targets through proactive management of your commercial account base.
• Identify, develop, and close new business opportunities within existing accounts, with a focus on cross‑sell, up‑sell growth and Key Partners.
• Manage customers' commercial and revenue activities to maximise value across all customer tiers.
• Develop structured outreach strategies, supported by CRM cadences, to ensure consistent engagement and pipeline development.
• Prepare quotations, follow up on proposals, and manage the end‑to‑end sales process for assigned opportunities.

Account Planning & Reporting

• Maintain accurate and timely CRM records, including pipeline updates, forecasting, and regular reporting.
• Build detailed account plans outlining relationship structures, growth opportunities, competitive risks, and strategic priorities.
• Map customer organisations to identify additional stakeholders, sister companies, or partner businesses that could unlock broader commercial opportunities.

Customer Experience & Issue Resolution

• Act as the customer advocate internally by triaging issues and ensuring they are routed to the correct teams for resolution.
• Work closely with the Customer Success Team to maintain and enhance customer sentiment.
• Support customers through challenges, escalating where necessary to ensure rapid and effective outcomes.
• Collaborate with internal teams (Support, Product, Finance, Operations) to drive continuous improvements in customer satisfaction and retention.

Cross‑Functional Support

• Work closely with wider Sales and Account Management teams to align strategies and deliver a unified customer experience.
• Respond…