Customer Advisor

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

RAM Tracking, a leading provider of vehicle tracking and field service management solutions, is currently seeking a Customer Success Executive to join our growing team in Leeds. This position is fully office-based (5 days per week).

Following our acquisition by Klipboard (formerly KCS) in February, we’re entering a new and exciting phase of growth. With over 2 million monthly platform logins and a rapidly expanding customer base across the UK and North America, this is a unique opportunity to join a dynamic, forward-thinking organization.

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.

As a 4G Upgrade Executive you will be responsible for booking installation work with our UK-wide engineer base, ensuring a positive customer experience by providing proactive support, building strong client relationships, and addressing any challenges effectively and professionally. You’ll play a key role in helping our customer base upgrade their fleet to our new 4G tracking systems, whilst helping our Customer Support team keep records and update systems as we move away from 2G equipment. 

Key Responsibilities: 

• Coordinate with partners and subcontractors to schedule service and installations.
• Troubleshoot and resolve customer issues related to bookings and 2G to 4G upgrades with urgency, aiming for first-contact resolution.
• Respond to customer inquiries through various channels, including phone and email.
• Accurately process equipment and accessory orders.
• Maintain detailed and accurate case documentation in internal systems.
• Manage daily case volume and ensure consistent follow-up.
• Handle channel escalations efficiently and professionally.
• Provide internal support to departments including Sales, Implementation, Tech Support, Finance, and Logistics & Returns.
• Oversee order response times and manage installation lead times.
• Support customer retention through effective communication and relationship building.

Team Collaboration

• Work closely with the customer support project senior and other members of the team.

• Prioritise workload based on customer demands under the direction your line manager.

Skills, Knowledge and Experience:

• Qualifications & Experience
• Minimum 3 years of experience in customer support or administrative roles, preferably in a tech or software support environment.
• Strong problem-solving skills with the ability to deliver quick and effective resolutions.
• Excellent verbal and written communication skills, with the ability to clearly explain technical processes to non-technical users.
• Demonstrated experience in building and maintaining customer relationships.
• Highly organized and self-motivated, with the ability to work independently.
• Collaborative team player with a positive, proactive attitude.
• Experience using Salesforce is considered a strong asset.
• Bilingual language skills (French or Spanish) are considered a strong asset.

Company Info

 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.