At a Glance
- Tasks: Engage with SME customers, educate them on our products, and drive their spending.
- Company: Join Capital on Tap, a leading fintech revolutionising small business finance.
- Benefits: Competitive salary, private healthcare, 28 days holiday, and a learning budget.
- Other info: Dynamic hybrid role with opportunities for career progression in a fast-growing company.
- Why this job: Make a real impact by helping small businesses thrive with our innovative financial solutions.
- Qualifications: Experience in phone-based sales or customer activation; strong communication skills.
The predicted salary is between 63000 - 77000 £ per year.
We’re Capital on Tap. Capital on Tap started because small businesses were underserved. Big banks were slow, their products weren't fit for purpose, and small business owners often couldn't access what they needed. We set out to fix that. Today we're a financial platform - not just a credit card company. We offer a best-in-class business credit card, SME-focused spend management platform, a savings product that hit 1 billion in funds within its first year, and a growing suite of tools and financial products that make running a small business easier. We have over 1,000 employees, £20bn in annual card spend, 200,000+ customers, and 17,000+ Trustpilot reviews averaging 4.7 stars, and we're profitable. We’ve done a pretty good job so far, but we’re just getting started!
This is a hybrid role - our Customer Engagement Team works from the office 2 days a week.
The Role
In this role, you will own the initial commercial relationship with recently approved SME customers. These businesses already want access to our product - your role is to educate, activate, and grow their spend by understanding how their business works and showing where our card adds value. You’ll spend most of your time speaking directly with SME owner-directors and finance managers, helping them move from “approved” to “actively using us as a core payment tool.” This is a phone-led, target-driven role where success comes from commercial curiosity, resilience, and the ability to influence decision-makers.
Responsibilities
- Delivering a strong first experience for newly approved SME customers
- Understanding each customer’s business model and payment needs
- Driving increased and sustained card spend through proactive outbound calls
- Managing a high-volume portfolio and prioritising opportunities effectively
- Making 20-30 outbound calls per day to decision-makers
- Working towards clear spend and activation targets
About you
- Have experience in phone-based sales, account management, or customer activation
- Enjoy working to clear targets and KPIs and can evidence past results
- Comfortable speaking with business owners and finance professionals
- Commercially curious — you ask good questions and listen carefully
- Resilient, competitive, and motivated by progression and performance
- Can think on your feet and adapt your approach based on the customer
What you'll get in return
- OTE £40,000-£55,000
- Private Healthcare including dental and opticians services through Vitality
- Worldwide travel insurance through Vitality
- Anniversary Rewards (250, 500, 750, 4-week fully paid sabbatical)
- Salary Sacrifice Pension Scheme up to 7% match
- 28 days holiday (plus bank holidays)
- Annual Learning and Wellbeing Budget
- Enhanced Parental Leave
- Cycle to Work Scheme
- Season Ticket Loan
- 6 free therapy sessions per year
- Dog Friendly Offices
- Free drinks and snacks in our offices
Other Info
Check out our ‘Top Tips’ for interviewing. Keep updated on new job opportunities by following us on LinkedIn. Email if you have any questions. Excited to work here? Apply! If you’d like to progress your career within our fast-growing, profitable fintech then click apply and we will aim to get back to you within 3 working days (during busy periods this could take up to 5 working days).
Customer Engagement Executive in Henfield employer: Capital On Tap
At Capital on Tap, we pride ourselves on fostering a dynamic and inclusive work culture that empowers our employees to thrive. As an Associate Legal Counsel in our London office, you will benefit from a hybrid working model, competitive remuneration, and ample opportunities for professional growth within the rapidly evolving Fintech sector. Join us to be part of a collaborative team that values innovation and supports your career development in a meaningful way.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Engagement Executive in Henfield
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Capital On Tap. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Capital On Tap.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Capital On Tap. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Customer Engagement Executive in Henfield
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Capital On Tap and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Capital On Tap how you can be a team player!
How to prepare for a job interview at Capital On Tap
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Capital On Tap.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Capital On Tap's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
