Account Manager, Incard

• 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

Desirable

• Once a customer is live on Incard, you own the relationship. As an Account Manager, you are responsible for making sure every active customer gets real, ongoing value from the platform — and stays. You'll be the main point of contact for a portfolio of business accounts, focused on deepening usage, driving retention, and identifying opportunities to grow revenue within your base
• This isn't a reactive support role. You'll proactively engage with your accounts on a regular basis, understanding how their business works, spotting where they're underusing the platform, and helping them get more out of Incard's financial tools. You're the voice of the customer internally — feeding insights back to Product and Marketing — and the face of Incard externally
• You'll work closely with the New Business and Activation teams, inheriting customers once they're onboarded and transacting, and ensuring the handover is seamless
• 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