Internal 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."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.

As an Internal Account Manager, you will strategically manage a portfolio of UK-based accounts as part of the UKI Account Management Team. Serving as the primary point of contact for our Customers and External Managers, you will be responsible for building strong, long-term relationships that drive customer satisfaction, business growth, and effective adoption of our solutions.

This role requires close coordination with both internal and external stakeholders playing a key role in supporting the wider Account Management function through collaboration, lead qualification, Customer Conversations and customer experience management

Key Responsibilities:

Core Purpose of the Role Customers receive a consistent, high-quality experience

Opportunities for upsell, cross-sell, and renewal are identified

Customer data and interactions are accurately captured in the CRMInternal teams are aligned to meet customer needs

Manage the Lead and Qualification process

Manage the CRM Data and Process.
1. Customer Relationship Management Act as the point of contact for all Customer accounts

Maintain regular communication via phone, email, and virtual meetings

Build long-term relationships based on trust, responsiveness, and value

Handle day-to-day queries, escalations, and service requests
2. CRM Ownership & Data Management Maintain accurate and up-to-date customer records in the CRM system

Log interactions, activities, opportunities, and contract details

Track customer lifecycle stages (onboarding, renewal, expansion)
Generate CRM reports to monitor account health and performance
3. Account Development & Revenue Support Identify and Support growth opportunities within existing accounts

Support sales campaigns, renewals, and pricing discussions

Prepare quotes, proposals, and contract documentation

Manage and maintain CRM data.
4. Internal Coordination Liaise with sales, customer success, finance, support, and operations

Ensure customer commitments are delivered accurately and on time Escalate risks or issues proactively

Support field-based Account Managers or Sales Directors where applicable
5. Customer Retention & Satisfaction Monitor customer usage, engagement, and satisfaction

Address early warning signs of churn

Drive expansion of products or services

Support onboarding and ongoing customer education
6. Lead Qualification Manage the lead pipeline…