Job Description

"At Klipboard we've introduced a flexible hybrid work policy, where employees spend three days in the office and two days working from home. This approach promotes a balanced work environment that combines office collaboration with the comfort and convenience of remote work."

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.

Klipboard’s brand is designed to bring together our expertise across distribution, automotive, retail, rental, transport management, manufacturing, and field service management.

Our passion is to provide customers with an advantage in their incredibly competitive world. We have done this so far by providing flexible, industry specific solutions; software, technology, advice, guidance and expertise built over 40 years of servicing their specific market.

This role is responsible for the installation and setup of systems, to advise both consultants and customers on the use of accounts specific software modules for their business. The role requires experience of all accounting business practise including General Ledger: Chart of Accounts, Groupings, Postings, Journals, Cash Book, Period Ends. Accounts Payable: Account Creation, Enquiries, Expenses, Invoices, Invoice Matching, Payments. Accounts Receivable: Credit Applications, Account Creation, Enquiries, Credit Release. Customer Payments, Credit Chasing. Accounts Ledger: Branch Setup, Assets, Posting Tables, Asset Reports. Auditing, Intrastat, Reports, Reconciliation

Key Responsibilities:

• To provide Accounts and associated applications training and demonstration including undertaking demonstrations to support pre-sale consultancy.
• To provide Accounts application training & consultancy for the customer.
• To take responsibility within an implementation to ensure all customer documentation is completed and that a pre live check list is completed and that the customer is ready to go live.
• To resolve, or assist in the resolution, of customer problems and queries arising from the implementation and subsequent live operation of standard or modified software at customer sites.
• To attend project meetings when required, internally or with clients, to gain or impart knowledge on status of projects and to document details when appropriate.
• To assist the finance support function at all times on current or previously implemented systems, as and when required, by taking support calls from clients when appropriate. Processing support calls when assigned to Support work duties, this can be office based or working remotely.
• To liaise with the customers to define, or help define, requirements, specifications for modifications to the software.
• To assist the development team with understanding of specifications during the development of modifications and subsequently test and document developed changes.
• To train colleagues in the operation of modified software, as and when required, to ensure a smooth hand over of projects to the support function.
• To train the customer’s project team and provide knowledge transfer in the operation of modified software, as and when required.
• To cover for colleagues, as and when required, in all areas where knowledge overlaps, and to undertake other such duties as may reasonably be requested.
• Production and submission of consultancy documentation in line with company procedures and submitted in a timely manner. Timesheet completion in line with company procedures.

How we work

• Collaboration first: you’ll partner with customers, consultants, and Project Managers/PMO for transparent plans and proactive risk management.
• Continuous improvement: you’ll share feedback with our Centre of Excellence and Management teams to enhance methodology, tooling, and outcomes.

Skills, Knowledge and Experience:

• ERP finance implementation experience with multiple successful end‑to‑end projects.
• ERP consultancy experience (typically 5+ years) with strong customer‑facing skills.
• Finance/Accounting background (qualification and c. 5+ years’ finance role experience or equivalent).
• Clear, concise communication—verbal and written—with the ability to influence and simplify complexity.
• Strong organisation and resilience in fast‑paced, deadline‑driven environments; proactive problem‑solver.
• Ability to travel to customer sites across South Africa, as required; a valid driving licence appropriate for use in South Africa is required.
• Proficiency in Microsoft 365 (e.g., Excel, PowerPoint, Teams, SharePoint)
• Comprehension of AI tools and how to use them to reduce delivery time and effort

Nice to have

• Expertise in advanced ERP One finance modules and adjacent processes (e.g., costing, revenue recognition, multi‑entity, multi‑currency).
• Deep knowledge of ERP One core finance processes and related best practices.
• Exposure to enterprise‑scale implementations with complex integrations and data migration.

How you’ll grow and what success looks like (6-12 months)

• You’re the go‑to expert for advanced ERP One finance capabilities and a named Capability Lead with clear documentation in place.
• You’ve led multiple finance workstreams to go‑live with strong customer satisfaction and predictable commercial outcomes.
• You’re mentoring consultants, raising delivery standards, and improving repeatability across projects.

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! At Klipboard we've introduced a flexible hybrid work policy, where employees spend three days in the office and two days working from home. This approach promotes a balanced work environment that combines office collaboration with the comfort and convenience of remote work."

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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