Territory Manager managing small business sales for Hartford in the Los Angeles area. Building relationships with agents/producers and exceeding financial objectives in assigned territory.
About the role
- Account Manager at Incard managing business customer relationships in fintech sector. Ensuring customer satisfaction and retention through proactive engagement and strategic account management.
Responsibilities
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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