Account Manager

"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."

Klipsboard’s brand brings together expertise across distribution, automotive, retail, rental, transport management, manufacturing, and field service management.

Klipsboard 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, Klipsboard serves wholesalers, distributors, merchants and retailers from small traders to multinational enterprises.

Our mission is simple: to design and deliver high‑performance, integrated ERP solutions that enable our 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. You will serve as the commercial point of contact for your customers, building strong, long‑term relationships that drive satisfaction, growth and effective solution expansion.

• 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.

• Achieve or exceed annual revenue targets through proactive management of your commercial account base.
• Identify, develop and close new business opportunities within existing accounts, focusing on cross‑sell, up‑sell growth and key partners.
• Manage customers' commercial and revenue activities to maximise value across all 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.

• 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.

• 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 where necessary.
• 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.

• Work closely with wider Sales and Account Management teams to align strategies and deliver a unified customer experience.
• Respond to inbound sales enquiries and qualify leads against agreed KPIs.
• Assist with escalations, renewal processes and strategic initiatives to drive value across the entire customer journey.
• Support broader commercial objectives by contributing to product feedback loops, market insights and internal enablement activities.

• Strong commercial awareness across all areas.
• Experience working in sales within a software solution sales environment.
• Technical understanding from an application and technology perspective.
• Demonstrated success in a…