Business Analyst

"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

We are looking for an experienced Business Analyst with deep expertise in Order-to-Cash (O2C) processes tailored to e-commerce and trade sales environments. This role is key in enhancing our ERP's capabilities to meet the complex requirements of B2B and B2C operations, including purchase order processing, credit management, pricing structures, returns, and digital sales channels. The ideal candidate will bring practical knowledge in optimising O2C workflows to improve operational efficiency, accuracy, and customer satisfaction across diverse sales channels.

As the O2C Subject Matter Expert (SME), you’ll focus on designing solutions that address the unique challenges of managing high-volume, multi-channel sales operations. This includes integrating features to support end-to-end order processing, automated approvals, tailored pricing, and seamless integration with digital commerce platforms. You’ll drive strategic enhancements that keep KCS’s ERP solutions at the forefront of trade and e-commerce functionality, setting new benchmarks for customer experience and efficiency.

Key Responsibilities:

• Subject Matter Expertise: Serve as the in-house expert for O2C processes, with a focus on e-commerce, trade sales, and purchase order management. You’ll ensure the ERP system supports essential functions such as credit management, custom pricing structures, returns processing, and seamless B2B/B2C integration.
• Order and Purchase Processing: Lead the design and optimisation of O2C workflows to handle complex purchase orders, from automated approvals and credit checks to delivery scheduling. You’ll ensure that the ERP efficiently supports bulk order handling, special pricing for trade accounts, and automated reordering.
• Pricing and Promotions Management: Define ERP functionalities for flexible and scalable pricing models that adapt to different customer segments, discount structures, and promotions. You’ll develop solutions that allow for tiered pricing, volume discounts, and contract-based pricing unique to trade sales.
• Returns and Credit Management: Establish robust ERP processes to manage returns and credit handling for high-value, high-volume trade accounts and online sales. You’ll create workflows that streamline returns, track reasons for returns, and improve inventory reconciliation to minimise losses.
• E-Commerce Integration: Work closely on integrating ERP solutions with e-commerce platforms, ensuring real-time synchronisation of product availability, pricing, and order status. You’ll support features like automated order processing, inventory updates, and payment reconciliation across online sales channels.
• Cross-Functional Collaboration: Collaborate with Product Managers, Engineers, and Sales Teams to gather and interpret specific requirements for O2C enhancements. Your insights will bridge e-commerce and trade sales needs with technical execution, ensuring a robust, flexible solution.
• Requirement Documentation: Develop precise, detailed documentation for functional and technical requirements. Your specifications will guide development teams to implement effective O2C functionalities, covering everything from trade agreements to delivery schedules.
• Solution Design and Validation: Partner with product owners and development teams to validate solution designs, ensuring compatibility with complex trade and e-commerce needs. You’ll contribute to the creation of ERP enhancements that streamline workflows for B2B and B2C sales channels.
• User Acceptance Testing (UAT): Lead UAT activities, involving key users to validate system readiness. You’ll design scenarios that capture the end-to-end O2C lifecycle, including order placement, fulfilment, returns, and customer communications, ensuring readiness for real-world application.
• Data Analysis and Reporting: Conduct data analysis to monitor system performance and identify opportunities for improvement in areas like order accuracy, credit management, sales reporting, and customer retention. Your insights will drive continuous improvement and inform strategic decision-making.

Skills, Knowledge And Experience:

Skills And Competencies

• Order-to-Cash Expertise: In-depth experience in O2C processes, with specific knowledge of e-commerce workflows, trade sales, and purchase order management. Your background will ensure that our ERP solutions are optimised for both high-volume online sales and complex B2B transactions.
• Analytical and Problem-Solving Skills: Advanced analytical skills with a methodical approach to solving complex O2C issues. You’ll be skilled in interpreting sales data, identifying trends, and providing solutions that enhance operational efficiency and customer satisfaction.
• Communication and Influence: Strong communicator with the ability to convey O2C requirements to technical and non-technical stakeholders. You’ll present insights clearly, building consensus and influencing key decision-makers.
• Agile and Product Development: Demonstrated experience in Agile environments and iterative development, with the adaptability to respond to evolving O2C requirements and e-commerce market trends.
• Process Modelling: Skilled in mapping end-to-end O2C workflows, ensuring the ERP solution is capable of managing multi-channel sales operations, customer-specific pricing, and complex purchase orders.

Qualifications

• Educational Background: Bachelor’s degree in business management, E-commerce, Operations, or a related field. Advanced qualifications in e-commerce or trade operations are advantageous.
• Professional Experience: Minimum of 5 years in a business analysis role with significant experience in O2C processes for trade and e-commerce environments. Experience in ERP systems, especially for multi-channel sales, is highly desirable.
• Certifications: Business Analysis certifications (CBAP, PMI-PBA) and relevant certifications in e-commerce or trade management are advantageous.

Key Behaviours and Attributes

• Strategic Mindset: Proactive and solution-focused, with an ability to see the larger business impact of process improvements. You’re a big-picture thinker who can translate high-level strategies into actionable steps.
• Collaboration and Teamwork: Naturally collaborative, you’ll engage openly with cross-functional teams, fostering a constructive and high-performing working environment. Your approach to feedback and knowledge-sharing will be essential in building trust and cohesion across departments.
• Commitment to Professional Growth: A strong dedication to continuous learning and improvement, keeping up with industry trends and advancing personal expertise to drive excellence in the O2C space.

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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