Incard - Account manager
Requirements
• Experience in account management, customer success, or relationship management within fintech, SaaS, or payments • A proactive, consultative approach — you don't wait for customers to come to you with problems, you anticipate them • Strong commercial instincts with the ability to identify upsell and cross-sell opportunities naturally within conversations • Excellent communication skills, comfortable building trust with founders, finance teams, and business owners • Comfortable using AI tools to monitor account health, personalise outreach, and surface insights across your portfolio • Additionally, any of the following will help you stand out: • Previous experience managing a portfolio of SMB or mid-market accounts in a fintech or business banking environment • Familiarity with CRM tools like HubSpot or Salesforce and a disciplined approach to tracking customer health and activity • Experience working with product and engineering teams to advocate for customer needs and influence the roadmap • Hands-on experience using data and AI-driven tools to identify churn risk and proactively intervene • An understanding of the entrepreneur and SMB market in the UK or Europe
Responsibilities
• Own and manage a portfolio of active Incard business accounts, serving as their primary point of contact and trusted advisor • Conduct regular check-ins and business reviews with customers to ensure they're getting maximum value from the platform • Monitor account health and usage patterns to proactively identify churn risk, address issues early, and keep retention high • Identify and close upsell and cross-sell opportunities within your portfolio, growing revenue per account over time • Ensure a smooth handover from the Activation team, picking up newly onboarded customers and building the relationship from day one • Use AI-powered tools to track engagement signals, prioritise outreach, and personalise your approach across a large book of accounts • Act as the voice of the customer internally — feeding insights, feature requests, and friction points back to Product and Marketing • Collaborate with the wider Sales team to share learnings, case studies, and best practices that improve the overall customer experience
Benefits
• Incard stock options • 25 days of paid time off per year, plus bank holidays and your birthday off • Global health insurance and unlimited paid sick leave
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