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Added 1 min ago
AC
Conseiller En Santé, Sécurité Et Environnement
Aston Carter
MB · Saint-Laurent, MB
- $35 to $42 CAD / hour
- Contract
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Catastrophic Claims Advisor
Desjardins
Aurora, ON · Burlington, ON · Mississauga, ON
- Full-time
…supportive, and collaborative environment. The Catastrophic Claims Advisor serves as a trusted guide and advocate for clients navigating complex catastrophic claims. Partnering with…
Added 1 min ago
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Personal Finance Advisor
Desjardins
La Baie, QC · Caisse Desjardins de La Baie - Bas Saguenay
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
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Product Owner, Product Management
Desjardins
Levis, QC · Montreal, QC
- Full-time
As Product Owner - Product management, you will represent the voice of the client in projects and be responsible for the member/client experience. You will consistently prepare a range of…
Added 1 min ago
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Advisor, Communications
Desjardins
Montreal, QC · Complexe Desjardins Montréal
- Full-time
As a communications advisor, you help promote the organization’s projects, policies and programs by designing and developing communications and sharing them within Desjardins Group and with…
Added 31 mins ago
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Manager, Assurance & Accounting - Agriculture
MNP
Moosomin, SK
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 31 mins ago
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Sr. Fraud & Identity Management Analytics Consultant
Equifax
Toronto, ON · Montreal, QC · CAN - Ontario - Toronto
- Full-time
As a trusted advisor you are responsible for maintaining a thorough understanding of the fraud, and financial crimes landscape and the key drivers challenging the industry. Demonstrate a…
Added 1 hour ago
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Account Manager
Klipboard
Oakville, ON
- Full-time
Develop trusted advisor relationships with key accounts and customer stakeholders
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RB
Banking Advisor - Toronto Downtown (Bilingual: English and Cantonese/Mandarin/French/Vietnamese/Spanish)
Royal Bank of Canada
Toronto, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 2 hours ago
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Service advisor - auto repair
BMW Sarnia
Sarnia, ON
- $19 to $24 CAD / hour
- Full-time
- On-site
Obtain and examine all relevant information to assess client feedback, enquiries and complaints in the delivery of meaningful information and services.
Added 2 hours ago
IB
Personal Lines Advisor - Williams Lake, BC
Insurance Brokers Association of BC
BC · Cariboo A, BC
- Full-time
Johnston Meier Insurance Agencies Group has an opportunity in our office in Williams Lake for a Personal Lines Advisor, to assist with our existing book of business. This role requires the…
Added 2 hours ago
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Regional Director, Vancouver
iA Financial Group
Vancouver, BC
- Full-time
Are you driven by business growth and advisor development and looking to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future?…
Added 2 hours ago
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Banking Advisor - Toronto Downtown (Bilingual: English and Cantonese/Mandarin/French/Vietnamese/Spanish)
RBC
Toronto, ON
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 3 hours ago
GO
Technical Advisor
Government of Yukon
Whitehorse, YT
- Full-time
The Yukon Water Board Secretariat is inviting applications for this critical position on its team. The Technical Advisor coordinates and integrates technical inputs from external resources…
Added 3 hours ago
OI
Career Services Advisor
Oxford International
Halifax, NS
- $52,000 to $56,000 CAD / year
- Full-time
- Temporary
The Career Services Advisor is responsible for delivering comprehensive career counselling, employment preparation, employer engagement, and career development programming for domestic and…
Added 3 hours ago
NB
Banking advisor
National Bank of Canada
Kamloops, BC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 3 hours ago
OI
Career Services Advisor
Oxford International Education Group
Halifax, NS
- $52,000 to $56,000 CAD / year
- Full-time
The Career Services Advisor is responsible for delivering comprehensive career counselling, employment preparation, employer engagement, and career development programming for domestic and…
Added 3 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 3 hours ago
NB
Expert advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Financial Planning Expert Advisor with
Added 4 hours ago
P
Customer Care Coordinator
PheedLoop
Toronto, ON
- Full-time
Build strong client relationships and act as a trusted advisor.
Added 4 hours ago
Paid Services Beauty Advisor II - Part Time
sephora.com
London, ON
The Paid Service Beauty Advisor is a certified beauty services expert who delivers personalized, paid beauty services within the Beauty Studio while creating an inclusive, elevated client…
Added 4 hours ago
Surveyor
Lloyds Register
Halifax, NS
Contribute to service delivery improvement by communicating internal and external client feedback as relevant.
Added 5 hours ago
Group Account Director
Superside
Toronto, ON
Act as the escalation point for high-risk client situations and strategic opportunities.
Added 6 hours ago
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Account Manager
d8eedab5-d750-47d2-ba1f-8bfec4820a1f
Oakville, ON
- Full-time
Develop trusted advisor relationships with key accounts and customer stakeholders
Added 7 hours ago
TL
Legal Counsel (Private Markets)
Toronto Lawyers Association
Toronto, ON
- Contract
Serve as the primary day-to-day contact for clients, building trusted advisor relationships with sophisticated investment funds and asset managers

Klipboard

Account Manager

Oakville, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 27, 2026
Posting language: English
Posted: Oct 28, 2026

Original job description

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.

Key Responsibilities

To maximize revenue generation of existing customers through upselling the company’s product catalogue and maximising contract length
To maintain and develop existing customers through appropriate propositions and ethical sales methods to optimise the quality of service, business growth, and customer satisfaction.
Develop new business opportunities with existing clients (referrals)
To achieve or exceed opportunity and revenue targets
To achieve KPI’s agreed with the sales director and report progress on a weekly/monthly basis as required and agreed
Develop trusted advisor relationships with key accounts and customer stakeholders
Assist with challenging client requests and issue escalations’ as needed
To respect and reflect company standards and vision
To execute a culture of performance, competition, and support
To take care of company resources and assets
To reflect company brand inside and outside of business hours – holding yourself to a high standard of professional, customer care, and peer support

Key Skills

Skills, Knowledge and Experience:

Excellent verbal communication, listening and interpersonal skills.
Excellent listening, negotiate and presentation skills (objection handling)
Stellar organization skills and attention to detail
Highly Motivated & Target driven
Take initiative and be able to think on their feet (problem solving skills)
The ability to work in a fast-paced high-tech environment
Team player

Key Qualifications

1-year minimum experience in an equivalent sales role
Proven track record of meeting or exceeding quotas and receiving positive customer feedback
Experience working with a CRM system (e.g. SalesForce)
Proven ability to juggle multiple accounts at a time, while maintain sharp attention to detail
Experience in delivering client-focused solutions based on customer needs

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!

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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More about this job

Responsibilities

Grow revenue from existing accounts through upselling, contract extensions, referrals, and achievement of sales targets. Build trusted relationships with key customers, address escalations, and report progress against agreed KPIs.

Requirements

Requires at least one year of experience in an equivalent sales role, a record of meeting or exceeding quotas, and experience using a CRM system. Candidates should be organized, customer-focused, target-driven, and able to manage multiple accounts while communicating and working effectively with a team.

Skills

Verbal Communication
Active Listening
Interpersonal Skills
Negotiation
Presentation Skills
Objection Handling
Organization
Attention To Detail
Target-Driven Sales
Initiative
Problem-Solving
Teamwork
Account Management
Upselling
Customer-Focused Solutions

Visa sponsorship

Not detected in the job text

Keywords

Account Management
Sales
Upselling
Revenue Generation
Contract Length
Customer Satisfaction
Customer Retention
Referrals
Sales Targets
KPIs
Key Accounts
Customer Stakeholders
CRM
Salesforce
Objection Handling
ERP
SaaS
Distributive Trade
Wholesalers
Distributors
Merchants
Retailers
AI
Emerging Technologies
Customer-Focused Solutions

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