Customer Relationship Management

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.
Work closely with wider Sales and Account Management teams to align strategies and deliver a unified customer experience.
Respond to inbound sales enquiries and qualify leads against agreed KPIs.
Assist with escalations, renewal processes, and strategic initiatives to drive value across the entire customer journey.
Support broader commercial objectives by contributing to product feedback loops, market insights, and internal enablement activities.

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
Demonstratable Sales acumen in a commercial environment
Knowledge of KCS applications in the Distributor sector
Knowledge of the general ERP sector
Appreciation for all products and services within the Klipboard offering
Home Based Role
A valid driving licence is essential
A suitable car for business use is essential

"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."

2 Kerridge Commercial Systems jobs in England & Wales