Internal Account Manager

Overview

As Internal Account Manager you will manage a portfolio of UK-based accounts within the UKI Account Management Team, serving as the primary contact for customers and external managers. You will nurture long-term relationships to drive satisfaction, growth, and adoption of Klipboard solutions. You will coordinate with cross-functional teams to ensure timely delivery and accurate CRM data, while identifying upsell, renewal, and expansion opportunities. The role supports field sales and emphasizes data-driven account management in a growing, AI-aware environment.

Pay / Benefits

• hybrid work policy (3 days in office, 2 days remote)

Responsibilities

• Act as the point of contact for all Customer accounts and maintain regular communication
• Build long-term relationships based on trust, responsiveness, and value
• Handle day-to-day queries, escalations, and service requests
• Maintain accurate and up-to-date customer records in the CRM system
• Log interactions, activities, opportunities, and contract details
• Track customer lifecycle stages (onboarding, renewal, expansion)
• Generate CRM reports to monitor account health and performance
• Identify and support growth opportunities within existing accounts
• Support sales campaigns, renewals, and pricing discussions
• Prepare quotes, proposals, and contract documentation
• Liaise with sales, customer success, finance, support, and operations
• Ensure customer commitments are delivered accurately and on time
• Escalate risks or issues proactively
• Support field-based Account Managers or Sales Directors where applicable
• Monitor customer usage, engagement, and satisfaction
• Address early warning signs of churn
• Drive expansion of products or services
• Support onboarding and ongoing customer education
• Manage the lead pipeline from start to finish
• Work with Marketing for Lead Management

Key requirements

• Strong commercial awareness in all areas
• Drive and Hunger to develop and progress
• Experience of working in sales within a software solution sales environment
• Technical understanding from an application and technology perspective
• Demonstrate success in a similar role

• customer-focused mindset
• strong communication
• collaboration across teams
• CRM data management
• Lead qualification and management
• Knowledge of CRM systems and deployment

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