Teams at Klipboard

Manage and grow existing customer accounts by upselling ERP/SaaS products, extending contracts, generating referrals, and meeting revenue targets. Build trusted advisor relationships, address client escalations, deliver customer-focused solutions, and report on KPIs. The role requires strong communication, negotiation, organization, CRM experience, quota achievement, and the ability to manage multiple accounts in a fast-paced technology environment.

Generates new business opportunities through targeted inbound and outbound prospecting, qualifies prospective customers, identifies needs, handles objections, and schedules discovery meetings or product demonstrations for Account Executives. The role requires meeting call volume and talk-time KPIs, reporting performance, maintaining prospect relationships, and applying coaching and feedback to improve results.

Generates new business opportunities through targeted inbound and outbound prospecting, qualifies prospective customers, identifies needs, handles objections, and schedules discovery meetings or product demonstrations with Account Executives. The role requires meeting call volume, talk-time, and business development KPIs while maintaining strong communication, professionalism, resilience, and effective collaboration with sales colleagues.