Account Manager

Klipboard's brand is designed to bring together our expertise across distribution, automotive, retail, rental, transport management, manufacturing, and field service management.

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

Our passion is to provide customers with an advantage in their incredibly competitive world. We have done this so far by providing flexible, industry specific solutions; software, technology, advice, guidance and expertise built over 40 years of servicing their specific market.

Great Software solutions don't happen without great people. We have the best software solutions for our market because we have the best people.

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 your customers, 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 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 Management function through collaboration, lead qualification, and customer experience management.

Key Responsibilities:

Customer Relationship Management

* Act as the primary point of contact for your assigned accounts across the UK and Ireland.

* Build and maintain strong relationships with customers at all levels, including Board, Executive, and C‑Suite decision makers.

* Keep customers informed about new product releases, system enhancements, and value-added services to ensure they maximise the use of our growing product portfolio.

* Liaise internally and externally to manage customer needs, influence solutions, and ensure seamless service delivery.

Sales & Revenue Growth

* Meet or exceed the agreed annual sales target for your UK account base.

* Identify, qualify, and close sales opportunities within your assigned portfolio.

* Manage low-value and long‑tail sales activity, including ERP GO as an initial focus, with potential to expand as required.

* Drive cross-sell and up-sell opportunities through regular customer contact, supported by structured cadences within Hub Spot.

* Provide quotations and follow up on lower-value items to support revenue generation.

* Drive long‑tail sales activities, with potential expansion across other product areas.

* Grow revenue from low-value segments through structured outreach and consistent customer engagement.

Account Planning & Reporting

* Accurately report on account activity, opportunities, and forecasts on a monthly basis using the CRM system.

* Maintain visibility of customer pipelines, long-term opportunities, and risk areas.

* Build deep insight into customer structures, including sister or partner companies, to expand relationship networks and unlock wider business opportunities.

Customer Experience & Issue Resolution

* Support internal teams by triaging customer issues and directing them to the appropriate departments for resolution.

* Assist customers in navigating challenges, escalating where needed to ensure high service quality.

* Work with internal stakeholders (Support, Product, Operations, AM teams) to improve overall customer experience and outcomes.

Cross-Functional Support

* Collaborate closely with External Account Management teams to support…