New Business Sales

"At Klipboardwe'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 ERP Software Sales Consultant is responsible for driving new customer acquisition through a combination of company-generated leads and self-generated business development activities.

Klipboard invests significantly in marketing and lead generation to support the sales team, providing consultants with access to a continuous stream of potential opportunities. In addition, consultants are expected to maintain an active business development strategy, generating their own pipeline through prospecting, networking, referrals, and relationship-building activities. Success in this role requires a proactive, self-motivated sales professional who takes ownership of building and sustaining a healthy pipeline of opportunities.

Success in this role is measured primarily through monthly, quarterly, and annual sales target attainment.

Key Performance Indicators (KPIs)

The primary measure of success in this role is achievement of monthly, quarterly, and annual sales targets.

Additional performance metrics include:

Sales Performance

• Monthly Revenue Target Achievement
• Quarterly Revenue Target Achievement
• Annual Revenue Target Achievement
• New Customer Acquisition

CRM & Process Compliance

• HubSpot Data Accuracy & Hygiene
• Opportunity Management Compliance
• Deal Progression & Stage Management

Sales Activity Metrics

• Weekly Calendar Planning
• Weekly Key Activity Summary Submission
• Weekly Pipeline Review Participation
• Daily Pipeline Management
• Weekly Forecast Submission
• Nurture Opportunity Management
• Qualified Lead Response Time Compliance

Pipeline Management

• Pipeline Coverage Against Target
• Forecast Accuracy
• Opportunity Conversion Rates
• Self-Generated Lead Contribution

Key Responsibilities:

New Business Development

• Generate and convert new sales opportunities.
• Prospect for new business opportunities through outbound activities, referrals, networking, and strategic relationship development.
• Build and maintain a healthy pipeline capable of supporting monthly and annual sales targets.
• Conduct needs analyses and discovery sessions with prospective clients.
• Identify customer business challenges and position the appropriate Klipboard solution.
• Develop and execute account penetration and territory development strategies.
• Represent Klipboard at exhibitions, trade shows, networking events, and customer meetings.

Lead Management & Qualification

• Manage all assigned marketing-generated leads.
• Contact and qualify leads within required response time standards.
• Capture and maintain all prospect, lead, and deal information within HubSpot.
• Progress opportunities through the sales cycle in accordance with company sales processes.
• Ensure all sales activities, communications, and updates are accurately maintained in HubSpot at all times.

Solution Selling

• Understand customer business requirements and map these requirements to appropriate Klipboard solutions.
• Prepare and present professional proposals, quotations, and solution recommendations.
• Develop sufficient product knowledge to confidently demonstrate all two core ERP platforms.
• Achieve demonstrable proficiency in Klipboard ERP GO and Klipboard Manufacturing & Accounting.
• Work closely with the Professional Services Group (PSG) and Certified Business Partners during the demonstration and sales process.

Deal Management

• Convert qualified opportunities into sales pipeline deals.
• Engage the appropriate implementation resource, whether PSG or an accredited Business Partner.
• Maintain ownership of the sales cycle from lead qualification through to successful closure.
• Track deal progression and ensure opportunities continue to move through the pipeline efficiently.
• Maintain accurate sales forecasts and deal probability assessments.

Internal Collaboration

• Work closely with Marketing, Professional Services, Business Partners, and Sales Management.
• Participate in pipeline reviews, forecasting sessions, product training, and sales enablement activities.
• Share market intelligence and competitive insights with management.

Skills, Knowledge and Experience:

Essential

• Minimum 3 to 5 years' successful B2B software sales experience.
• Proven track record of consistently achieving or exceeding sales targets.
• Experience selling ERP, accounting, retail, manufacturing, business management, SaaS, or enterprise software solutions.
• Strong business development and prospecting experience.
• Excellent presentation and communication skills.
• Strong commercial acumen and negotiation skills.
• Ability to manage multiple opportunities simultaneously.
• Experience using CRM platforms such as HubSpot, Salesforce, Dynamics, or similar systems.
• Ability to work independently in a target-driven environment.

Advantageous

• ERP software sales experience.
• Knowledge of accounting, retail, wholesale, distribution, manufacturing, or franchise operations.
• Experience conducting software demonstrations.
• Previous experience within the ERP, SaaS, or business software industry.

Personal Attributes

We are looking for individuals who are:

• Natural hunters with a passion for winning new business.
• Highly self-motivated and results driven.
• Competitive and target focused.
• Professional and customer centric.
• Organised and disciplined in their sales execution.
• Resilient and comfortable working under pressure.
• Strong relationship builders.
• Commercially astute and solution oriented.
• Curious, coachable, and committed to continuous learning.

Rewards & Benefits

• Competitive basic salary.
• Attractive commission and incentive structure.
• Access to company-generated marketing leads.
• Ongoing product and sales training.
• Career growth opportunities within a leading software business.
• Additional rewards and recognition programmes for high performers.
• Overseas incentive travel for consultants and partners who substantially exceed annual sales targets.

Special Requirements

• Valid South African driver's licence.
• Willingness to travel when required.
• Ability to attend exhibitions, customer meetings, partner events, and industry functions.
• Ability to work occasional extended hours to support customer engagements and sales events.

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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