Account Sales Executive

Company: Capital On Tap
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Job Description:

Overview

In this hybrid role you own the initial commercial relationship with recently approved SME customers, educating and activating them to use our business card and spend-management tools. You will engage directly with SME owner-directors and finance managers to move them from approval to active usage, acting in a target-driven, phone-led capacity. You’ll help shape how SMEs spend and optimize payments while collaborating with cross-functional teams to scale customer value. This is an opportunity to impact SME financial workflows at a growing, profitable fintech.

Pay / Benefits

  • Private Healthcare including dental and opticians
  • Worldwide travel insurance
  • Anniversary Rewards and 4-week fully paid sabbatical
  • Salary Sacrifice Pension Scheme up to 7% match
  • 28 days holiday (plus bank holidays)
  • Annual Learning and Wellbeing Budget

Responsibilities

  • Deliver a strong first experience for newly approved SME customers
  • Understand each customer’s business model and payment needs
  • Drive increased and sustained card spend through proactive outbound calls
  • Manage a high-volume portfolio and prioritise opportunities effectively
  • Make 20-30 outbound calls per day to decision-makers
  • Work towards clear spend and activation targets

Key requirements

  • Experience in phone-based sales, account management, or customer activation
  • Evidence of meeting clear targets and KPIs
  • Comfort speaking with business owners and finance professionals
  • Commercially curious with good questioning and listening skills
  • Resilient, competitive, and motivated by progression and performance
  • Ability to think on your feet and adapt to customers
  • Commercial curiosity
  • Resilience
  • Strong communication with decision-makers
  • Phone-based sales
  • Account management
  • Outbound calling

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Posted: October 5th, 2026