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Greater London, England, United Kingdom
Hybrid
This is a rare opportunity to join a fast-growing, mission-led business that's transforming how people access financial advice. We partner with HR and Reward teams to bring financial wellbeing into the workplace. As Customer Success Executive, you'll own a portfolio of employer clients end to end - from onboarding through to renewal - and be the trusted partner for their HR and Reward leads.
You'll work closely with our Customer Success Lead, but you'll run your accounts with real autonomy: setting the plan, spotting risk early, growing engagement and making sure every client renews because they can see the value. You'll be surrounded by a team that moves fast, thinks sharply, and cares deeply about the mission.
At Octopus Money, we're on a mission to make money advice accessible to all, because the right advice can turn your life dreams into reality.
The facts are alarming: half of Brits reach retirement age without enough money to live the life they want, financial stress is a leading cause of poor mental health and only 8% of us have access to 1-to-1 advice.
There's plenty of information out there, but most of us just wish that someone we trust would tell us what to do with our money.
With Octopus Money, you get a personalised plan and a friendly expert to help you make it happen. We combine advisers, coaches and technology to understand your situation and recommend the right steps for your savings, investments, pensions and more.
To transform millions of lives, we need a movement. So whether you're a workplace supporting your employees' financial health or a firm that wants to offer affordable advice to your customers, we hope you'll join us.
We believe everyone deserves personal, 1-to-1 advice with their money.
You'll own a book of SMB to mid-market employer clients, working directly with HR and Reward leaders at top UK workplaces. You'll guide new clients through onboarding, then take full responsibility for the health, engagement and retention of each account as the benefit rolls out to their colleagues. You'll also support the Customer Success Lead on our enterprise accounts, giving you exposure to our largest and most complex clients.
We believe curious problem-solvers who obsess over customer outcomes deserve to grow into future stars here. You'll report to the Customer Success Lead and work closely with Sales, Marketing and Product across the wider Commercial team. You'll thrive if you take ownership, make decisions with confidence and help shape how we run Customer Success as we scale.
A genuine desire to help people. We're a mission-driven business, so it's important that you can show a passion for helping people improve their lives.
Commercially minded account owner. You treat your accounts like your own. You know what makes a client renew, you notice when something's off, and you act before you're asked.
Customer obsession. You get obsessed with solving problems for your customers and keep going until you've found a solution you're happy with.
Build relationships that stick. You earn trust with senior stakeholders through credibility, insight, and always having their best interest at heart - and you're comfortable having a challenging conversation when it's the right thing for the client.
Starting salary of £38,000–£45,000 depending on experience.
We want people to grow here, to feel supported and to feel proud of the impact they make!
You’ll get:
About Octopus Group
We're part of Octopus Group, a privately-owned business that's spent 25 years doing things differently. Octopus Group builds businesses designed to outlast it, aiming to leave things a little better for the generations that follow.
That same instinct runs through the whole group:
We share that same DNA, doing the same thing in a different corner of people's lives: money.
Octopus Group doesn't just talk about entrepreneurship, the group enables it. Springboard, a program open to anyone however junior or senior, lets people pitch an idea to win funding. A number of businesses have been started this way, founded by former Octopus employees.
Please note, as a regulated business we are required to run background checks for all employees which covers adverse financial and unspent convictions. These will only take place upon a successful job offer.
We believe in equal financial education for everybody, no matter their background. The same goes for opportunities within our team. We pride ourselves on building an inclusive working environment where diversity is celebrated.
We do not and never will discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
If you require support completing your application please contact people@octopusmoney.com
