Platform Services Engineer

"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. A hands-on systems and data role responsible for the day-to-day maintenance, configuration and data integrity of Skynamo's end-to-end contracting and subscription management process. Working across Clientshape, Chargebee and HubSpot, you keep contract, subscription, renewal and billing data flowing accurately and reliably from quote through to invoice. This is a maintenance and execution role. The substantial majority of the work is ongoing operation, upkeep and troubleshooting of the existing toolset and the data inside it, supporting the established business process and making the configuration adjustments new commercial requirements call for. Process redesign, major systems architecture change and large-scale data migration sit outside the role, though you support and feed into them when they arise. Key Responsibilities: Maintain the configuration, workflows, and reference data within the contracting and subscription management toolset, ensuring alignment with established business processes. Ensure the accuracy, completeness, and integrity of contract, subscription, pricing, billing, company, and contact data across all connected systems. Manage integrations and data flows between Clientshape, Chargebee, HubSpot and finance systems, working with third-party vendors to maintain data consistency and system reliability. Administer subscription lifecycle activities, including new contracts, upgrades, downgrades, renewals, and cancellations, ensuring processes and automations function correctly. Manage product catalogues, pricing structures, billing rules, and subscription plans in accordance with commercial and finance requirements. Investigate, troubleshoot, and resolve data, billing, integration, and system issues through structured root-cause analysis and corrective actions. Perform routine data validation, reconciliation, and housekeeping activities to maintain data quality and support accurate reporting. Support Finance teams with billing cycles, month-end processes, reconciliations, and reporting by ensuring subscription and billing data is accurate and complete. Administer user accounts, access controls, roles, and permissions across the platform ecosystem in line with security and governance standards. Provide first- and second-line support for quoting, contracting, subscription, and billing-related queries, delivering timely and effective resolutions. Develop and maintain user guides, onboarding materials, process documentation, data mappings, and standard operating procedures. Monitor system performance, integration health, and data integrity, proactively identifying and addressing risks before they impact billing or reporting processes. Implement approved system and process changes through controlled testing, deployment, and change management procedures. Support audits, compliance reviews, and governance requirements by maintaining accurate records, audit trails, and documentation. Ensure customer and business data is managed in accordance with information security, data protection, and compliance requirements. Collaborate closely with Finance, Commercial, Customer Experience, and external software vendors to support business operations and continuous improvement initiatives. Identify opportunities to improve system performance, data quality, operational efficiency, and user experience, making recommendations for enhancements where appropriate. Support additional customer platform, commercial operations, and cross-functional initiatives as required by business needs. Skills, Knowledge and Experience: A minimum of two years' experience working with commercial and/or subscription management processes. Hands-on experience administering or configuring subscription management and billing tools — ideally Chargebee, HubSpot or similar CRM, billing and subscription platforms. Working understanding of data structures, data flows and relational data, with the ability to trace and reconcile data across connected systems. Reasonable understanding of software contracting and subscription models, including plans, pricing, billing cycles, renewals and basic revenue concepts. Experience maintaining system integrations and understanding how data moves between CRM, ERP, billing and finance systems. Strong attention to detail and a methodical, data-quality-focused approach to configuration, testing and troubleshooting. Clear documentation skills and the ability to work independently on day-to-day tasks while knowing when to escalate. Preferred Qualifications and Experience Exposure to SQL, APIs or reporting tools. Experience in a SaaS or subscription business. Experience working with third-party software vendors on integration or configuration change. Experience supporting finance month-end, billing runs or revenue reporting. Klipboard is embracing AI at pace across our products and ways of working. We’re looking for people who are curious about how AI can enhance productivity, decision-making and customer outcomes, and who are open to learning and adapting as this space evolves. 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. #LI-Hybrid