Internal Account Manager in Hungerford

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 including wholesalers, distributors, merchants and retailers from small traders to multinational enterprises. 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.

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.

• 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 HubSpot.
• Provide quotations and follow up on lower-value items to support revenue generation.
• Grow revenue from low-value segments through structured outreach and consistent customer engagement.

• 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.

• 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.

• Collaborate closely with External Account Management teams to support shared customers and strategic objectives.
• Pick up and qualify all inbound sales leads, adhering to agreed response KPIs.
• Aid escalations and contribute to a positive, joined‑up customer journey.

Skills, Knowledge and Experience:

• Strong commercial awareness in all areas.
• Drive and hunger to develop and progress.
• 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 Distributor sector.
• Appreciation for all products and services within the Klipboard offering.

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.

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!