About Incard
Incard’s mission is to build the financial operating system for entrepreneurs.
We are focused on creating a system where business banking, financial tools, and application logic are coordinated into a single control layer.
Through the app store, entrepreneurs and developers can build industry-specific functionality as their business evolves.
Not every customer who signs up to Incard immediately unlocks its full potential. As an Account Activation Specialist, your job is to change that. You'll be the bridge between sign-up and daily usage — reaching out to existing customers who are inactive or underusing the platform and guiding them to get started properly.
This is a phone-first, high-volume role. Every day you'll be calling existing Incard customers, understanding what's holding them back, walking them through the value of the platform, and getting them transacting. Once a customer is fully activated and engaged, you'll hand them over to the Account Management team for ongoing support and growth.
You're the kind of person who can turn a stalled account into an active one with a single conversation.
Ideally, you have the following:
- Experience in a customer-facing sales, activation, or engagement role, ideally within fintech, SaaS, or payments
- Strong phone skills with the confidence to make high volumes of outbound calls daily
- The ability to quickly understand a customer's situation and tailor your approach to get them onboarded and transacting
- Comfortable using AI tools to prioritise outreach, personalise messaging, and improve activation rates
- A genuine interest in helping customers succeed — you're part sales, part customer success
- Excellent communication skills and a natural ability to simplify complex product features
Additionally, any of the following will help you stand out:
- Previous experience in account activation, customer reactivation, or onboarding within a fintech or banking product
- Familiarity with CRM tools like HubSpot or Salesforce to manage and track customer engagement
- Experience using data and segmentation to prioritise outreach to the highest-value dormant accounts
- Hands‑on experience leveraging AI and automation to scale outreach and personalise re‑engagement campaigns
- An understanding of the entrepreneur and SMB market in the UK or Europe
What you'll do
- Proactively reach out to inactive and underactive Incard customers via phone, email, and other channels to drive platform activation
- Conduct a high volume of daily outbound calls to re‑engage dormant accounts and guide customers through getting started
- Diagnose why customers haven't activated — whether it's onboarding friction, lack of understanding, or competing priorities — and address it directly
- Demonstrate the value of Incard's financial operating system by walking customers through key features relevant to their business
- Use AI‑powered tools to identify high‑potential inactive accounts, personalise outreach, and optimise your workflow
- Track and report on activation metrics, pipeline health, and customer feedback in the CRM
- Hand over fully activated customers to the Account Management team for ongoing relationship management and upsell
- Collaborate with Product and Marketing to share insights on why customers drop off and how to improve the activation journey
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
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