PSG AI & Automation Lead

"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 is a market leader in delivering cloud-based ERP and commerce solutions to Distribution, Automotive, Wholesale, Merchant, and Retail sectors. The Leader of AI, Automation, Data & Integration is a key senior leadership role within the Global Professional Services Group (PSG), responsible for driving operational transformation through the adoption of AI, automation, data, and integration capabilities.

This role serves as the global advocate for AI-enabled delivery, leading the strategy, execution, and cultural adoption of automation and data-led decision-making across PSG. Success in this role is defined by accelerating delivery timelines, improving efficiency, reducing cost-to-serve, and enabling customers to realise value faster from Klipboard solutions.

Key Responsibilities

• Define and lead the global strategy for AI, automation, data, and integration across the Professional Services organisation.
• Drive down the time, effort, and cost-to-serve associated with delivering implementations and service engagements through AI and automation.
• Leverage automation, AI, and repeatable delivery frameworks to make Professional Services more operationally efficient and scalable.
• Build and lead a specialist global team focused on AI enablement, automation, integration frameworks, and data insights.
• Identify and implement AI and automation opportunities across the full delivery lifecycle, including pre-sales, implementation, testing, onboarding, and optimisation.
• Establish and embed standardised, repeatable, and automated delivery models to improve consistency and reduce delivery risk.
• Partner with Sales to enhance scoping, estimation, and solution validation using data and AI-driven insights.
• Enable improved visibility and control of the order book through data-driven insights and automation, accelerating time-to-cash performance.
• Develop and implement a data-driven operating model, leveraging PSA systems and delivery metrics to optimise performance and decision-making.
• Define and lead integration strategies, promoting standard APIs, connectors, and reusable components to accelerate implementations.
• Collaborate with Product, R&D, and global PSG leadership to align AI and automation initiatives with wider business strategy and roadmap.
• Drive continuous improvement, innovation, and adoption of emerging technologies across the Professional Services organisation.

Skills, Knowledge And Experience

• Proven experience leading AI, automation, data, or digital transformation initiatives within a SaaS, ERP, or Professional Services environment.
• Strong track record of improving delivery efficiency, reducing time-to-value, and implementing scalable delivery frameworks.
• Demonstrated ability to translate technology innovation into commercial outcomes, including reduced cost-to-serve and improved productivity.
• Deep understanding of software implementation delivery, integration architecture, and data-driven performance management.
• Experience with generative AI, machine learning, or automation platforms (e.g. RPA, workflow orchestration, low-code tools).Experience building and leading high-performing, globally distributed specialist teams.
• Strong experience using data and PSA tools to drive operational performance and decision-making.
• Strong collaborator across Sales, Product, and Delivery functions, contributing to pre-sales activities and solution design.
• Excellent communication, stakeholder management, and ability to influence at executive level.

Skills, Knowledge And Experience – Desirable

• Experience within ERP implementation or enterprise software delivery environments.
• Experience operating within a global matrix organisation.
• Knowledge of AI-driven service delivery models, automation frameworks, and integration best

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.