Account Sales Executive
Capital On Tap
Job Description
Overview
In this hybrid role you own the initial commercial relationship with recently approved SME customers, educating and activating them to use our business card and spend-management tools. You will engage directly with SME owner-directors and finance managers to move them from approval to active usage, acting in a target-driven, phone-led capacity. You’ll help shape how SMEs spend and optimize payments while collaborating with cross-functional teams to scale customer value.
This is an opportunity to impact SME financial workflows at a growing, profitable fintech.
Pay / Benefits- Private Healthcare including dental and opticians
- Worldwide travel insurance
- Anniversary Rewards and 4-week fully paid sabbatical
- Salary Sacrifice Pension Scheme up to 7% match
- 28 days holiday (plus bank holidays)
- Annual Learning and Wellbeing Budget
- Deliver a strong first experience for newly approved SME customers
- Understand each customer’s business model and payment needs
- Drive increased and sustained card spend through proactive outbound calls
- Manage a high-volume portfolio and prioritise opportunities effectively
- Make 20-30 outbound calls per day to decision-makers
- Work towards clear spend and activation targets
- Experience in phone-based sales, account management, or customer activation
- Evidence of meeting clear targets and KPIs
- Comfort speaking with business owners and finance professionals
- Commercially curious with good questioning and listening skills
- Resilient, competitive, and motivated by progression and performance
- Ability to think on your feet and adapt to customers
- Commercial curiosity
- Resilience
- Strong communication with decision-makers
- Phone-based sales
- Account management
- Outbound calling