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Added 6 mins ago
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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 6 mins 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…
Added 36 mins ago
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Sr. Fraud & Identity Management Analytics Consultant
Equifax
Toronto, ON · Montreal, QC · CAN - Ontario - Toronto
- Full-time
…and existing clients by providing experienced pre- and post-sales consulting on technical or analytical solutions from pre-sales, design, and follow through to implementation, which may…
Added 36 mins ago
Financial Advisor - Montgomery Place (37.5 hours/week)
Scotiabank
London, ON
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 1 hour ago
DF
Member Service Representative (Part-Time - 25-30hrs)
DUCA Financial Services Credit Union Ltd.
Guelph, ON
- Part-time
…can best help the Member whether it be themselves or a DUCA advisor (Financial Services Officer). The MSR will always follow up to ensure the Member was taken care…
Added 1 hour ago
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Account Manager
Klipboard
Oakville, ON
- Full-time
To maintain and develop existing customers through appropriate propositions and ethical sales methods to optimise the quality of service, business growth, and customer satisfaction.
Added 1 hour ago
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
TC
Learning & Development Manager
Takeda Canada Inc.
Toronto, ON
- Full-time
The Manager, Learning & Development serves as a trusted partner and advisor to Takeda Canada’s commercial teams and the broader organization. The role is responsible for initiating,…
Added 2 hours ago
TC
Insights & Analytics Manager
Takeda Canada Inc.
Toronto, ON
- Full-time
…which questions to ask to drive results. Acting as a trusted advisor to brand teams and cross-functional leaders across Marketing, Sales, Finance, Medical, Market Access, and Patient…
Added 2 hours ago
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Auto Insurance Advisor - Williams Lake
Insurance Brokers Association of BC
BC · Cariboo A, BC
- Full-time
Exciting Opportunity for an Auto Insurance Advisor or Trainee
Added 2 hours ago
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Regional Director, Vancouver
iA Financial Group
Vancouver, BC
- Full-time
Has experience in wealth management, investment advisor recruitment, business development, advisor support, practice management, sales support, recruitment, or regional support functions.
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 2 hours ago
IT
Service Advisor - Temporary
Inland Truck & Equipment
Prince George, BC
- Full-time
Inland Truck & Equipment is an industry leader in the heavy-duty truck and equipment sales, service, and parts marketplace. When we say we’re ALL IN, we mean we’re all in on you and your…
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
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 4 hours ago
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Customer Care Coordinator
PheedLoop
Toronto, ON
- Full-time
As an Account Coordinator; you’ll work at the intersection of Customer Support, Account Management, and Sales. You will:
Added 4 hours ago
SP
Enterprise/Commercial Account Executive – Data Foundation (MuleSoft + Informatica) or Enterprise/Commercial Account Executive - Informatica Specialist
Salesforce Partner Canada
Toronto, ON
- Full-time
Relationship Building: Establish executive presence and trusted-advisor relationships with C-suite decision-makers and key technical stakeholders.
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 6 hours ago
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Account Manager
d8eedab5-d750-47d2-ba1f-8bfec4820a1f
Oakville, ON
- Full-time
To maintain and develop existing customers through appropriate propositions and ethical sales methods to optimise the quality of service, business growth, and customer satisfaction.
Added 7 hours ago
TL
Senior Legal Counsel
Toronto Lawyers Association
Oakville, ON
- Full-time
The Senior Legal Counsel is a trusted advisor and senior deputy to the General Counsel, Canada, partnering with senior leaders to enable business growth, manage enterprise risk and support…
Added 8 hours ago
J
Presales Security Expert GSI
Jobgether
Canada
- Full-time
…Presales Security Expert GSI, you will serve as a key technical advisor, helping global systems integrators and strategic partners develop and deliver innovative security solutions. Working…
Added 9 hours ago
O
National Accounts Director
OPENLANE
Brampton, ON
- $100,000 to $125,000 CAD / year
- Full-time
…retain our high-value client base to increase consignment and sales volume and (2) drive revenue expansion through service penetration. This will be achieved by demonstrating to the client…
Added 9 hours ago
BC
Moncler Team Lead (Holt Renfrew Bloor)
BoF Careers
Toronto, ON · Greater Toronto Area, Canada
- Full-time
As a Team Lead, you will be an ambassador of the Brand. You will assist the Store Manager and Client Advisor Manager (CAM) in coaching and developing the team, building Client…
Added 9 hours ago
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Senior Advisor, Business development and sales support
Desjardins
Laval, QC · Montreal, QC · Saint-Jérôme, QC
- Full-time
As a senior sales and business development support advisor, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple…
Added 11 hours ago
PC
Data & AI Transformation Director
PwC Canada
Toronto, ON
- Full-time
…outcomes, and scaling delivery capabilities rather than pure sales or advisory responsibilities. Your role will include, but isn’t limited…

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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