"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 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
KIT by Klipboard is Klipboard’s managed IT services offering: standardised packages covering Microsoft 365, endpoint management, cybersecurity, and IT support, designed for small and mid-sized businesses already running Klipboard ERP.
Thousands of Klipboard ERP customers manage their IT through fragmented arrangements, a local MSP for desktops, a different provider for email, another for security, and little joining it together. KIT replaces that with a single, unified service from the company they already trust with their business-critical ERP.
This is a high-velocity sales role. You will work a large, warm customer base, proactively reaching out to Klipboard ERP customers, running quick discovery conversations, and closing them onto KIT’s standardised managed IT packages. The sales cycle is short (typically 2–6 weeks), the proposition is clear, and the pricing is fixed. Your job is to have more conversations, move faster, and convert at volume.
You will also work closely with Klipboard’s ERP account managers, who have existing relationships with the customer base and will surface opportunities through renewal conversations, support interactions, and general account intel.
Key Responsibilities:
Key Performance Indicators
You will be measured on clear, volume-driven metrics:
1. New Customers Won: Number of new KIT customers signed per month and per quarter.
2. KIT MRR / ARR: Monthly and annual recurring revenue from new KIT contracts.
3. Pipeline Volume: Total qualified opportunities created and actively managed.
4. Sales Cycle Speed: Average time from first conversation to signed contract.
5. Activity Metrics: Outbound calls, discovery meetings booked, and proposals delivered.
6. Deal Quality: Average number of users and package tier per deal.
Key Responsibilities
Proactive Outbound Sales
7. Work a defined base of Klipboard ERP customers, proactively reaching out to introduce KIT managed IT services.
8. Run high volumes of outbound activity: calls, emails, and follow-ups, to generate and progress pipeline.
9. Quickly qualify opportunities: identify the customer’s current IT setup, pain points, and readiness to consolidate under KIT.
10. Use triggers such as ERP contract renewals, account manager intel, security concerns, and end-of-life hardware to create urgency and open conversations.
Fast, Consultative Selling
11. Lead short, focused discovery conversations to understand the customer’s IT environment and match them to the right KIT package.
12. Present KIT’s standardised tiers clearly and confidently: Entry Mobile, Entry, Core, and Secure+ without over-engineering the conversation.
13. Articulate the value of consolidation: one provider, one invoice, one support team, wrapped around the ERP they already rely on.
14. Handle objections around switching MSPs, including contract timing, transition concerns, and incumbent relationships.
15. Close deals efficiently, this is not a six-month enterprise sales cycle. The proposition is simple and the pricing is transparent.
Account Manager Collaboration
16. Build strong working relationships with Klipboard’s ERP account managers, who are your primary source of warm introductions and customer context.
17. Create a simple, repeatable referral process so AMs know exactly when and how to introduce KIT into customer conversations.
18. Provide feedback to AMs on conversion outcomes to keep the referral pipeline active and incentivised.
19. Attend ERP renewal and account review meetings where appropriate to introduce the KIT conversation naturally.
Pipeline & CRM Management
20. Maintain a clean, accurate pipeline in CRM with every opportunity tracked from first contact to close.
21. Forecast weekly and monthly with confidence — volume sales require tight visibility on conversion rates and deal progression.
22. Track activity metrics rigorously: calls made, meetings booked, proposals sent, deals closed.
23. Identify patterns in the customer base: which verticals, company sizes, or regions convert fastest, and use that to prioritise effort.
Cloud Hosting Identification
24. During KIT conversations, identify customers still running ERP on ageing on-premises servers or unmanaged hosting.
25. Flag these as qualified opportunities for the ERP Cloud Sales Specialist to follow up on cloud migration.
26. Understand the basics of Klipboard’s cloud hosting proposition well enough to plant the seed, without needing to run that sales process yourself.
Skills, Knowledge and Experience:
Essential
27. Proven experience in a high-activity, volume-driven sales role: ideally selling IT services, telecoms, SaaS, or managed services to SMBs.
28. Comfortable with outbound prospecting: cold and warm calling, structured follow-up cadences, and high daily activity levels.
29. Able to run quick, effective discovery conversations and match customer needs to a standardised product set without over-complicating the sale.
30. Strong closer, experienced at converting pipeline to revenue in short sales cycles.
31. Confident communicating with business owners, FDs, and office managers: the commercial decision-makers in SMBs.
32. Disciplined with CRM hygiene, pipeline management, and activity reporting.
33. Basic understanding of IT services (Microsoft 365, endpoint management, cybersecurity concepts): enough to be credible, with training provided on the KIT-specific stack.
Desirable
34. Experience selling managed IT services or MSP solutions.
35. Familiarity with Microsoft 365 licensing and the SMB IT landscape.
36. Experience working alongside or within account management teams to generate referral-driven pipeline.
37. Understanding of cybersecurity basics, enough to articulate risk and the value of protection to non-technical buyers.
38. Experience selling into an existing customer base rather than purely net-new acquisition.
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! 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."
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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