Incard

Account Manager

Incard

full-time

Posted on:

Location Type: Hybrid

Location: London • United Kingdom

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About the role

  • 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

  • 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
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

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