Internal Account Manager

Tankersley, Tankersley, South Yorkshire, GB

2 days ago Requisition

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

• 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 CRM
• Internal teams are aligned to meet customer needs
• Manage the Lead and Qualification process
• Manage the CRM Data and Process.

• 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

• Maintain accurate and up-to-date customer records in the CRM system
• Log interactions, activities, opportunities, and contract details
• Generate CRM reports to monitor account health and performance

• 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.

• 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

• Monitor customer usage, engagement, and satisfaction
• Address early warning signs of churn
• Drive expansion of products or services
• Support onboarding and ongoing customer education
• Manage the lead pipeline from start to finish.
• Work…