Account Manager

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 including 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.

About the role

As a Commercial Account Manager, you will strategically manage a portfolio of UK-based accounts as part of the UKI Account Management Team. Serving as the commercial point of contact for your customers, you will be responsible for building strong, long-term relationships that drive customer satisfaction, business growth, and effective expansion of our solutions.

Key Responsibilities

• 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, new 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, with a focus on cross-sell, up-sell growth and Key Partners.
• Manage customers commercial and revenue activities to maximise value across all customer 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. Where necessary, working closely with the Customer Success Team to maintain and enhance customer sentiment.
• Support customers through challenges, escalating where necessary to ensure rapid and effective outcomes.
• Collaborate with internal teams (Support, Product, Finance, Operations) to help drive continuous improvements in customer satisfaction and retention.
• Support broader commercial objectives by contributing to product feedback loops, market insights, and internal enablement activities.

Skills, Knowledge And Experience

• Strong commercial awareness in all areas.
• Experience of working in sales within a software solution sales environment.
• Technical understanding from an application and technology perspective.
• Demonstrate success in a similar role.
• Desirable Skills:
• Knowledge of KCS applications in the Distributor sector.
• Knowledge of the general ERP sector.
• Appreciation for all products and services within the Klipboard offering.

Special Conditions

• Home Based Role
• A valid driving licence is essential
• A suitable car for business use is essential

Equal Opportunities

We are committed to creating an inclusive workplace where diversity, equity, and inclusion are integral to our company and culture. We recognize the benefits of a diverse workforce, where creativity and valuing differences enable us all to thrive and sparks innovation.