Customer Engagement Executive
Core
Own initial commercial relationships with recently approved SME customers to educate, activate, and grow their card spend.
Role type
Senior Account Executive (SME)
Builds
Business credit card usage and spend management platform adoption for small businesses
Domain
Fintech / Small Business Finance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
phone-based sales, account management, customer activation, outbound calling, commercial curiosity, resilience, target-driven performance, stakeholder management
Preferred skills
experience speaking with business owners and finance professionals, ability to influence decision-makers
Technologies
CRM systems, payment platforms
Responsibilities
Deliver strong first experiences for newly approved SME customers, understand customer business models and payment needs, drive increased and sustained card spend through proactive outbound calls, manage a high-volume portfolio, make 20-30 outbound calls per day, work towards clear spend and activation targets
Seniority
Senior, hands-on IC
