New Business Sales

"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 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.

The ERP Software Sales Consultant is responsible for driving new customer acquisition through a combination of company-generated leads and self-generated business development activities.

Klipboard invests significantly in marketing and lead generation to support the sales team, providing consultants with access to a continuous stream of potential opportunities. In addition, consultants are expected to maintain an active business development strategy, generating their own pipeline through prospecting, networking, referrals, and relationship-building activities. Success in this role requires a proactive, self-motivated sales professional who takes ownership of building and sustaining a healthy pipeline of opportunities.

Success in this role is measured primarily through monthly, quarterly, and annual sales target attainment.

The primary measure of success in this role is achievement of monthly, quarterly, and annual sales targets.

Additional performance metrics include:

• Monthly Revenue Target Achievement
• Quarterly Revenue Target Achievement
• Annual Revenue Target Achievement
• New Customer Acquisition

• Hub Spot Data Accuracy & Hygiene
• Opportunity Management Compliance
• Deal Progression & Stage Management

• Weekly Calendar Planning
• Weekly Key Activity Summary Submission
• Weekly Pipeline Review Participation
• Daily Pipeline Management
• Weekly Forecast Submission
• Nurture Opportunity Management
• Pipeline Coverage Against Target
• Forecast Accuracy
• Opportunity Conversion Rates
• Self-Generated Lead Contribution

• Generate and convert new sales opportunities.
• Prospect for new business opportunities through outbound activities, referrals, networking, and strategic relationship development.
• Build and maintain a healthy pipeline capable of supporting monthly and annual sales targets.
• Conduct needs analyses and discovery sessions with prospective clients.
• Identify customer business challenges and position the appropriate Klipboard solution.
• Develop and execute account penetration and territory development strategies.
• Represent Klipboard at exhibitions, trade shows, networking events, and customer meetings.

• Manage all assigned marketing-generated leads.
• Contact and qualify leads within required response time standards.
• Capture and maintain all prospect, lead, and deal information within Hub Spot.
• Progress opportunities through the sales cycle in accordance with company sales processes.
• Ensure all sales activities, communications, and updates are accurately maintained in Hub Spot at all times.

• Understand customer business requirements and map these requirements to appropriate Klipboard solutions.
• Prepare and present professional proposals, quotations, and solution recommendations.
• Develop sufficient product knowledge to confidently demonstrate all two core ERP platforms.
• Achieve demonstrable proficiency in Klipboard ERP GO and Klipboard Manufacturing & Accounting.
• Work closely with the Professional Services Group (PSG) and Certified…