Customer Success Manager

At Klipboardweve 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. Were 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.

The Customer Success Manager (CSM) is accountable for driving measurable customer outcomes retention and long term value across a defined portfolio of customers.

This role goes beyond relationship management or issue resolution. CSMs at Klipboard proactively guide customers to adopt the right capabilities change behaviours where needed and clearly demonstrate value over time.

The CSM acts as the orchestrator of the customer experience working across Product Support Professional Services and Sales to ensure customers achieve success that is visible provable and repeatable.

Key Responsibilities:

Customer Outcomes & Value

Proactive Risk & Lifecycle Management

Adoption & Engagement

Internal Alignment & Advocacy

Commercial Impact

Any other duties as requested that are commensurate with the role.

Skills Knowledge and Experience:

Experience & Capability

• Proven experience in a Customer Success Account Management or similar role
• Experience managing multiple customers and priorities simultaneously
• Strong commercial awareness with the ability to link activity to outcomes
• Comfortable working with data health indicators and customer insight

Communication & Influence

• Clear confident communicator with senior customer stakeholders
• Able to lead valuebased conversations and challenge constructively
• Strong written and presentation skills
• Builds trust quickly with both customers and internal teams

Mindset & Behaviours

• Outcomefocused and proactive
• Curious analytical and comfortable with ambiguity
• Ownershipdriven sees issues through to resolution
• Continuously learning and improving

Tools & Technology

• Comfortable using CRM platforms customer success tooling and analytics
• Confident with Microsoft Office and collaboration tools
• Open to using AIassisted tooling to reduce manual effort and improve insight

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 weve 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 others 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 dont 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 CVs 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. If you wish to be considered for our PSL then please emailhowever please note we receive a high volume of requests and we are unable to accept them all

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