Customer Engagement Executive

Were Capital on Tap
Capital on Tap started because small businesses were underserved. Big banks were slow their products werent fit for purpose and small business owners often couldnt access what they needed. We set out to fix that.

Today were a financial platform - not just a credit card company. We offer a best-in-class business credit card SME-focused spend management platform a savings product that hit 1 billion in funds within its first year and a growing suite of tools and financial products that make running a small business easier.

1000 employees 20bn in annual card spend 200000 customers 17000 Trustpilot reviews averaging 4.7 stars and were profitable. Weve done a pretty good job so far but were just getting started!

This is a hybrid role - our Customer Engagement Team works from the office 2 days a week

In this role you will own the initial commercial relationship with recently approved SME customers. These businesses already want access to our product - your role is to educate activate and grow their spend by understanding how their business works and showing where our card adds value.

Youll spend most of your time speaking directly with SME owner-directors and finance managers helping them move from approved to actively using us as a core payment tool.

This is a phone-led target-driven role where success comes from commercial curiosity resilience and the ability to influence decision-makers.

Responsibilities

• Delivering a strong first experience for newly approved SME customers
• Understanding each customers business model and payment needs
• Driving increased and sustained card spend through proactive outbound calls
• Managing a high-volume portfolio and prioritising opportunities effectively
• Making 20-30 outbound calls per day to decision-makers
• Working towards clear spend and activation targets

About you

• Have experience in phone-based sales account management or customer activation
• Enjoy working to clear targets and KPIs and can evidence past results
• Comfortable speaking with business owners and finance professionals
• Commercially curious you ask good questions and listen carefully
• Resilient competitive and motivated by progression and performance
• Can think on your feet and adapt your approach based on the customer

OTE

Private Healthcare including dental and opticians services through Vitality

Worldwide travel insurance through Vitality

Anniversary Rewards (-week fully paid sabbatical)

Salary Sacrifice Pension Scheme up to 7% match

28 days holiday (plus bank holidays)

Annual Learning and Wellbeing Budget

Enhanced Parental Leave

Cycle to Work Scheme

Season Ticket Loan

6 free therapy sessions per year

Dog Friendly Offices

Free drinks and snacks in our offices

Other Info
Check out ourTop Tips for interviewing.
Keep updated on new job opportunities by following us on Linkedin.
Email if you have any questions.

Excited to work here Apply!
If youd like to progress your career within our fast growing profitable fintech then click apply and we will aim to get back to you within 3 working days (during busy periods this could take up to 5 working days.)