Customer Engagement Executive

Whereby

Brighton

Hybrid

GBP 40,000 - 55,000

Full time

2 days ago

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Benefits offered by this job

Private Healthcare

Travel Insurance

Anniversary Rewards

Pension Scheme

28 days holiday

Learning & Wellbeing Budget

Parental Leave

Cycle to Work

Season Ticket Loan

Therapy sessions

Dog-friendly offices

Free drinks & snacks

Job summary

Capital on Tap is seeking a results-driven professional to join its hybrid Customer Engagement Team. You will own the initial commercial relationship with recently approved SME customers, educate them on our card, activate usage, and grow spend by understanding how their business operates.

You will spend most of your time speaking directly with SME owner-directors and finance managers, moving customers from approved to actively using our core payments tool.

Qualifications

Experience in phone-based sales, account management, or customer activation.

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

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