incard - Account Activation Specialist
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Requirements
• Experience in a customer-facing sales, activation, or engagement role, ideally within fintech, SaaS, or payments • Strong phone skills with the confidence to make high volumes of outbound calls daily • The ability to quickly understand a customer's situation and tailor your approach to get them onboarded and transacting • Comfortable using AI tools to prioritise outreach, personalise messaging, and improve activation rates • A genuine interest in helping customers succeed — you're part sales, part customer success • Excellent communication skills and a natural ability to simplify complex product features • Additionally, any of the following will help you stand out: • Previous experience in account activation, customer reactivation, or onboarding within a fintech or banking product • Familiarity with CRM tools like HubSpot or Salesforce to manage and track customer engagement • Experience using data and segmentation to prioritise outreach to the highest-value dormant accounts • Hands-on experience leveraging AI and automation to scale outreach and personalise re-engagement campaigns • An understanding of the entrepreneur and SMB market in the UK or Europe
Responsibilities
• Proactively reach out to inactive and underactive Incard customers via phone, email, and other channels to drive platform activation • Conduct a high volume of daily outbound calls to re-engage dormant accounts and guide customers through getting started • Diagnose why customers haven't activated — whether it's onboarding friction, lack of understanding, or competing priorities — and address it directly • Demonstrate the value of Incard's financial operating system by walking customers through key features relevant to their business • Use AI-powered tools to identify high-potential inactive accounts, personalise outreach, and optimise your workflow • Track and report on activation metrics, pipeline health, and customer feedback in the CRM • Hand over fully activated customers to the Account Management team for ongoing relationship management and upsell • Collaborate with Product and Marketing to share insights on why customers drop off and how to improve the activation journey
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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