We're Capital on Tap ðð3 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! ð This is a hybrid role – our Customer Engagement Team works from the office 2 days a weekThe 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.
ResponsibilitiesDelivering a strong first experience for newly approved SME customersUnderstanding each customer's business model and payment needsDriving increased and sustained card spend through proactive outbound callsManaging a high-volume portfolio and prioritising opportunities effectivelyMaking 20-30 outbound calls per day to decision-makersWorking towards clear spend and activation targetsAbout youHave experience in phone-based sales, account management, or customer activationEnjoy working to clear targets and KPIs and can evidence past resultsComfortable speaking with business owners and finance professionalsCommercially curious — you ask good questions and listen carefullyResilient, competitive, and motivated by progression and performanceCan think on your feet and adapt your approach based on the customerWhat you'll get in returnðOTE 40,000-55,000ð Private Healthcare including dental and opticians services through Vitality Worldwide travel insurance through Vitalityð Anniversary Rewards (250, 500, 750, 4-week fully paid sabbatical)ð Salary Sacrifice Pension Scheme up to 7% matchð 28 days holiday (plus bank holidays)ð Annual Learning and Wellbeing Budgetða Enhanced Parental Leaveð2 Cycle to Work Schemeð Season Ticket Loanð 6 free therapy sessions per yearð¶ Dog Friendly Officesð« Free drinks and snacks in our officesOther InfoðCheck out our 'Top Tips' for interviewing.
Keep updated on new job opportunities by following us on Linkedin.ð§Email careers@capitalontap.com if you have any questions.
Excited to work here? Apply!
If you'd like to progress your career within our fast growing, profitable fintech then click apply and we will aim to get back to you within 3 working days (during busy periods this could take up to 5 working days.)
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