Account Manager

Incard

Account Manager at Incard managing business customer relationships in fintech sector. Ensuring customer satisfaction and retention through proactive engagement and strategic account management.

Posted 4/15/2026full-timeLondon • 🇬🇧 United KingdomMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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
Previous experience managing a portfolio of SMB or mid-market accounts in a fintech or business banking environment
Familiarity with CRM tools like HubSpot or Salesforce and a disciplined approach to tracking customer health and activity
Experience working with product and engineering teams to advocate for customer needs and influence the roadmap
Hands-on experience using data and AI-driven tools to identify churn risk and proactively intervene
An understanding of the entrepreneur and SMB market in the UK or Europe

Benefits

Comp & perks

Competitive cash-based compensation
Incard stock options
25 days of paid time off per year, plus bank holidays and your birthday off
Global health insurance and unlimited paid sick leave

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

account managementcustomer successrelationship managementupsellcross-selldata analysischurn risk identificationcustomer health monitoringconsultative approachcommercial instincts

Soft Skills

communication skillstrust buildingproactive problem solvingcollaborationcustomer advocacyinsight sharingconsultative sellingrelationship buildinganticipation of customer needsadaptability