Senior Sales Executive

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.

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.

Promote Klipboard’s suite of software solutions across the wholesale, manufacturing and distribution markets, delivering new business growth against agreed revenue targets. Through consultative selling and structured discovery, identify customer challenges, demonstrate measurable ROI and business value, and confidently position and demonstrate Klipboard solutions against the customer’s operational and commercial objectives.

Key Responsibilities

• Proactively identify and generate new business opportunities within the assigned territory through self-generated prospecting activities and leads provided through marketing and business development channels.
• Build and maintain a sufficient sales pipeline to achieve agreed monthly, quarterly, and annual revenue targets.
• Lead customer discovery sessions to understand business needs, challenges, and requirements, and align appropriate solutions to customer objectives.
• Conduct product demonstrations and presentations, effectively communicating solution value, benefits, and return on investment to stakeholders.
• Manage and own sales opportunities throughout the full sales cycle, from prospecting and qualification through negotiation and contract closure.
• Qualify opportunities effectively and ensure adherence to defined sales methodologies and deal progression criteria.
• Maintain clear customer engagement plans, including next steps, decision criteria, commercial requirements, timelines, and stakeholder management.
• Develop and maintain accurate, evidence-based sales forecasts, ensuring CRM records, opportunity stages, values, and close dates remain current and accurate.
• Proactively manage opportunities to minimise deal slippage and maximise conversion rates.
• Deliver against key sales performance indicators, including new business revenue, new customer acquisition, pipeline generation, customer meetings, outbound activity, and CRM compliance.
• Build strong customer relationships through effective discovery, solution alignment, and professional engagement throughout the sales process.
• Collaborate closely with marketing, business development representatives, and sales leadership teams to maximise pipeline growth and sales performance.
• Maintain accurate customer, opportunity, and forecasting data within CRM and sales management systems.
• Demonstrate a proactive, self-driven approach to achieving sales targets, pipeline development, and customer engagement objectives.
• Travel as required to support territory coverage, customer engagement, and sales activities.