Customer Success ManagerAt 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.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:Own the overall success of customers in your portfolioEstablish clear success goals aligned to the customer's business objectivesTranslate Klipboard capabilities into practical, outcome?led use casesRegularly validate and articulate value achieved (time saved, risk reduced, performance improved)Monitor customer health, sentiment, and product adoption signalsProactively identify customers at risk and lead recovery plansTake ownership of escalations and coordinate swift, effective resolutionEnsure smooth transitions from onboarding to business?as?usualDrive meaningful adoption of core and high?value product capabilitiesInfluence customer behaviour to align with best?practice usageEncourage self?sufficiency while remaining a trusted strategic partnerLead structured service reviews focused on outcomes, not activityAct as the voice of the customer internally, grounded in evidence, not anecdoteCollaborate with Support, Product, and Delivery teams to resolve systemic issuesFeed actionable insights into product roadmap and service improvementsContribute to the continuous improvement of Customer Success ways of workingSupport retention, renewal, and expansion through value?led engagementIdentify advocacy opportunities including references, case studies, and testimonialsWork closely with Sales and Renewals teams to ensure a joined?up customer journeyIdentify and log leads into the Sales teamAny other duties as requested are commensurate with the role.Skills, Knowledge and Experience:Proven experience in Customer Success, Account Management, or similar roleExperience managing multiple customers and priorities simultaneouslyStrong commercial awareness with the ability to link activity to outcomesComfortable working with data, health indicators, and customer insightClear, confident communicator with senior customer stakeholdersAble to lead value?based conversations and challenge constructivelyStrong written and presentation skillsBuilds trust quickly with both customers and internal teamsOutcome?focused and proactiveCurious, analytical, and comfortable with ambiguityOwnership?driven — sees issues through to resolutionContinuously learning and improvingComfortable using CRM platforms, customer success tooling, and analyticsConfident with Microsoft Office and collaboration toolsOpen to using AI?assisted tooling to reduce manual effort and improve insightCompany 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.