About this role
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.
Remote Asset Management Ltd (R.A.M.), a private equity-backed technology company, delivers innovative fleet management and field service solutions that help organisations optimise their operations. With over 2 million monthly platform logins and a rapidly expanding customer base across the UK and North America, we're at an exciting stage in our growth journey.
Further strengthening our position in the market, RAM was acquired by Klipboard in 2025, aiming to enhance field service management product suites and provide more comprehensive solutions to clients. With a commitment to innovation and customer satisfaction, RAM continues to support businesses in optimising their fleet operations and achieving significant cost savings.
In this role, you'll manage a portfolio of existing customers, acting as a trusted advisor and primary point of contact. You'll work closely with clients to understand their needs, resolve challenges, improve retention, and uncover opportunities for upselling and cross-selling.
What you'll be doing:
- Managing and developing relationships with existing customers
- Driving customer retention and account growth across your portfolio
- Identifying upsell and cross-sell opportunities to maximise revenue
- Handling customer queries and resolving issues with a commercial, customer-focused approach
- Managing your sales pipeline and maintaining accurate forecasting through CRM systems
- Following up on customer enquiries and delivering tailored solutions
- Working collaboratively with internal teams to ensure an outstanding customer experience
- Achieving individual revenue, retention, and activity targets
What we're looking for:
- Previous experience in Account Management, Client Relations, Customer Success, or a similar customer-facing role
- Strong communication, relationship-building, and negotiation skills
- Experience using CRM systems
- A commercially minded approach with a track record of growing customer accounts
- Highly motivated, target-driven, and organised
- Ability to manage multiple priorities in a fast-paced environment
- A proactive mindset and the confidence to work independently
Company Info:
You may also have seen from our recent posts that we are excited to begin sharing our new company name – Klipboard. Kerridge Commercial Systems (KCS) is becoming Klipboard and our new brand is designed to bring together our expertise across distribution, automotive, retail, rental, transport management, manufacturing, and field service management. We have offices based across the world and we are looking for talented individuals to join our growing teams. Due to our growth over the last few years it is an exciting time to join us as we enter our next chapter.
Equal Opportunities
As a global company, we value and respect the diversity of our workforce, aiming to empower everyone to embrace each other's differences. 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.
If you require any help, adjustments and/or support during the interview and offer process then please advise our TA or HR team.
Research shows that women and other underrepresented groups are less likely to apply for a role unless they meet every listed requirement. However, we recognise that skills and experience come in many forms, and we encourage you to apply even if you don’t meet every criterion. If you are passionate about this role and believe you have the right mindset and transferrable skills, we would love to hear from you!
To all recruitment agencies: Klipboard does not accept agency speculative resumes. At present we only accept CV’s from Agencies on our PSL who have been assigned specific position/s. Please do not forward resumes to our careers site or direct to Klipboard employee as this does not constitute an introduction and Klipboard retrospectively will not be liable for any candidate ownership or fees related to unsolicited resumes.
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