Klipboard
Internal Sales Executive

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Klipboard Internal Sales Executive
Klipboard provides specialist software, services and support to deliver fully integrated trading and business management solutions to companies in the distributive trade worldwide. With deep expertise in ERP/SaaS solutions, we support wholesalers, distributors, merchants and retailers of all sizes. Our mission is to design and deliver high-performance, integrated ERP solutions that help customers 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.
About the Role
We’re seeking a motivated and customer-focused Internal Sales Executive to join our growing sales team. This role is ideal for someone early in their sales career who is eager to learn, develop consultative selling skills, and contribute to the success of Klipboard’s embedded payments solution, Klipboard Money.
You will support both new business and account management activities by identifying opportunities, engaging prospects, and driving adoption of our payment solutions within existing customer accounts. This is an individual contributor role with strong support from senior sales, account management, and customer success teams.
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
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Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
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Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
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Key Responsibilities
- Lead Generation & Qualification: Identify and qualify opportunities for Klipboard Money within our existing customer base and inbound prospect pipeline.
- Pitch and Close deals: Present our offering to prospects and work tirelessly to successfully close opportunities.
- Sales Support: Collaborate closely with senior sales executives to support the sales cycle, including discovery calls, product demonstrations, and proposal preparation.
- Customer Engagement: Build rapport with customers, understand their needs, and highlight the value of embedded payments within their ERP workflows.
- Cross-Sell Assistance: Partner with account managers to identify upsell opportunities and progress them through the pipeline.
- Pipeline Management: Maintain accurate records of activities, opportunities, and customer interactions within our CRM.
- Market & Customer Feedback: Share insights with Product and Marketing teams to refine messaging and improve customer experience.
- Collaboration: Work closely with Customer Success to ensure smooth onboarding and long-term adoption of Klipboard Money.
Requirements
We don’t expect years of experience—what matters most is your attitude, curiosity, and willingness to learn. The following skills will help you succeed:
- 1–3 years of experience in sales, business development, customer service, or a related commercial role (preferably in SaaS, ERP, fintech, or B2B environments).
- Strong communication skills and confidence speaking with customers at different levels.
- Proactive, self-motivated approach with effective time management.
- Interest in technology, payments, or ERP systems (training provided).
- Familiarity with CRM tools (e.g., Salesforce, HubSpot) is beneficial but not essential.
- Experience working with customers in wholesale, distribution, automotive, retail, or rental sectors is a plus.


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Company Spotlight
Our recent transformation includes a new company name: Klipboard. Previously known as Kerridge Commercial Systems (KCS), we unite expertise across distribution, automotive, retail, rental, transport management, manufacturing, and field service management.
With a global presence and exciting growth ahead, it’s an exceptional time to join Klipboard as we step into our next chapter.
Equal Opportunities
As a global company, we value and respect diversity. We are dedicated to fostering an inclusive workplace where diversity, equity, and inclusion are foundational to our culture.
Research highlights that women and underrepresented groups may hesitate to apply unless they meet every requirement. If you’re passionate about this role and believe your mindset or transferable skills fit, we encourage you to apply. If you require adjustments or support during the interview process, please reach out to our TA or HR team.
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