Customer Engagement Executive

Overview

In this role you will own the initial commercial relationship with newly approved SME customers, educating and activating them to use our card as a core payment tool. You will work directly with SME owner-directors and finance managers to understand their needs and drive spend growth. This is a target-driven, phone-led role focused on turning approvals into active usage while collaborating with cross-functional teams to scale impact.

Pay / Benefits

• OTE 40,000-55,000
• Private Healthcare including dental and opticians through Vitality
• Worldwide travel insurance through Vitality
• Anniversary Rewards (sabbatical)
• Salary Sacrifice Pension Scheme up to 7% match
• 28 days holiday plus bank holidays/annual leave entitlement

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

Key requirements

• Experience in phone-based sales, account management, or customer activation
• Evidence of meeting clear targets or KPIs
• Comfortable speaking with business owners and finance professionals
• Commercially curious; asks good questions and listens
• Resilient, competitive, and motivated by progression and performance
• Able to think on your feet and adapt approach based on the customer

• Commercially curious
• Resilient
• Competitive
• Excellent communication with business owners and finance professionals
• Adaptive thinking

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