Incard

Account Manager

• 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

Account Executive

• Source and qualify new business opportunities through outbound prospecting via phone, email, LinkedIn, and lead gen tools, as well as working inbound leads
• Manage the full sales cycle from first touch to signed contract, consistently hitting monthly and quarterly targets
• Conduct daily outbound calls to engage new and existing prospects, positioning Incard's financial operating system as a must-have for their business
• Build and maintain a healthy pipeline using Apollo, LinkedIn Sales Navigator, and Incard's internal lead sources
• Use AI-powered tools to streamline research, personalise messaging, and improve conversion rates across the pipeline
• Close deals and ensure a smooth handover to the Account Management team for onboarding and activation
• Collaborate with Marketing and Product to refine messaging and share market insights from the front line

Account Manager

New Business Account Executive