Customer Engagement Executive

Capital on Tap; Brighton; Hybrid; AUD 60,000 - 80,000; Full time

Benefits offered by this job

Private Healthcare including dental

Worldwide travel insurance

Anniversary Rewards

Salary Sacrifice Pension Scheme

Job summary

Capital on Tap is seeking a Customer Engagement professional for a hybrid role, spending time educating and activating recently approved SME customers. You will speak with SME owner-directors and finance managers, helping them move from approved to actively using our card as a core payment tool.

This is a phone-led, KPI-driven position where success comes from commercial curiosity, resilience, and the ability to influence decision-makers. The team operates with the office 2 days per week.

Qualifications

• Experience in phone-based sales or account management.
• Proven track record of meeting targets and KPIs.
• Comfort communicating with SME owners and finance professionals.
• Ability to educate customers about product benefits.

Responsibilities

• Delivering a strong first experience for newly approved SME customers.
• Understanding each customer’s 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.

Skills

Phone-based sales

Account management

Customer activation

Targets & KPIs

Job description

We’re Capital on Tap Capital on Tap started because small businesses were underserved. Big banks were slow, their products weren't fit for purpose, and small business owners often couldn't access what they needed. We set out to fix that.

Today we're 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.

1,000+ employees, £20bn in annual card spend, 200,000+ customers, 17,000+ Trustpilot reviews averaging 4.7 stars, and we're profitable. We’ve done a pretty good job so far, but we’re just getting started!

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

The Role

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.

You’ll 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 customer’s 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

What you'll get in return

Private Healthcare including dental and opticians services through Vitality

Worldwide travel insurance through Vitality

Anniversary Rewards (£250, £500, £750, 4-week fully paid sabbatical)

Salary Sacrifice Pension Scheme up to 7% match