Sales Executive - Payments in Leeds

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 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.

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.

We’re looking for a driven and consultative Senior Sales Executive to join our growing sales team. This role combines new business development with account management, focused on selling Klipboard’s integrated payment solutions, Klipboard Money. You will play a critical role in driving revenue by:

• Working alongside our software sales team to sell Money to our prospects
• Working alongside our account managers to expand existing relationships by upselling Money

This is a senior individual contributor role (not people management) and is ideal for someone who thrives in a solution-led sales environment and wants to help shape the future of embedded payments in ERP.

Key Responsibilities:

• Cross-Selling Strategy: Develop and execute a cross-sell strategy for embedded payments across your assigned accounts.
• Client Engagement: Build strong relationships with key stakeholders to understand their business needs and position embedded payments as a value-add.
• Sales Execution: Manage the full sales cycle from discovery to full ramp up for embedded payments opportunities within existing accounts.
• Consultative Selling: Act as a trusted advisor, educating clients on the benefits of embedded payments and how it integrates with their current SaaS usage.
• Market Feedback: Provide feedback to Product and Marketing teams to help refine messaging, features, and go-to-market strategies.
• Customer Success Collaboration: Partner closely with the Customer Success team to ensure seamless transitions and long-term client satisfaction.

Skills, Knowledge and Experience:

• 7+ years of B2B sales experience, with a strong track record in SaaS, ERP, fintech, or B2B payments.
• Proven success in both new business development and strategic account management.
• Strong understanding of payment processing, embedded payments, or financial software within ERP environments.
• Excellent communicator, comfortable engaging stakeholders at all levels including C-suite.
• Highly self-motivated with the ability to work independently in a fast-paced, remote-first environment.
• Familiarity with sales tools like Salesforce, HubSpot, or equivalent CRM platforms.
• Prior experience selling into wholesale, distribution, automotive, retail and rental sectors is highly advantageous.

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 transferable skills, we would love to hear from you!