Are you ambitious, motivated, and ready to take ownership within a customer success role? We’re looking for a dynamic B2B account lead to manage onboarding, client advocacy, and ongoing support for our business clients. In this role, you’ll be the key point of contact, ensuring seamless integration and continuous value delivery.

Your responsibilities will include regular catch-ups, providing critical touchpoints, and serving as the go-to resource for employers seeking answers and support.

We are on a mission to make it easy for everyone to get help with their money. Schools don’t teach it, society makes it taboo and banks want to sell. It’s time for a different way. 

If you're passionate about client success, adept at managing relationships, and thrive in a fast-paced environment, this is your opportunity to make a significant impact and advance your career with a leading provider in the field.

About Octopus Money

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, 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. Then, we make it easy to invest in a custom portfolio, managed by experts.

We believe everyone deserves personal, 1-to-1 advice with their money.

The role and opportunity

In recent years, we've coached tens of thousands of employees across top UK workplaces. Our Customer Success team collaborates closely with HR and Reward Leaders to maintain their enthusiasm and engagement with our services, while also assisting them in encouraging employee engagement with personal finances.

You will report to the Head of Employer Success, and work closely within the Growth (Commercial) team.

We are looking for curious, problem solvers who obsess about customer outcomes and will be future stars in the business. We appreciate and reward initiative, autonomy and team spirit. Please get in touch if that sounds like you! 

Day to day you will

• Manage relationships with large & complex employers, acting as the primary point of contact and making sure they always value us as a benefit provider. 
• Oversee the onboarding process for new customers (employers), ensuring a smooth and successful launch of our benefit to their employees (with the support of a CS Executive). 
• Act as a voice of our customer internally, providing insights and feedback to the product, marketing and sales teams. 
• Create bespoke employer campaigns and present them to the customer for a successful launch within their organisation. 
• Report and present insights to your customers on employee engagement. 
• Own and account manage (including quarterly reviews, onboarding calls and annual reviews) 50 of our mid-market and enterprise accounts. 
• Show creativity in how you manage our top accounts with the goal to making them love us 
• Show your commitment to handling inquiries and complaints by actively finding solutions to resolve them quickly and efficiently via email & phone. 
• Be warm and friendly, with a go-getter attitude and a natural curiosity about learning new things! 

About you

A genuine desire to help people
We are a mission-driven business, so it’s important that you can demonstrate a passion and desire to help people and improve their lives.

Customer obsession
You get obsessed with solving any problems for your customers. You have a track record of fixing problems and working tirelessly until you have found a solution you’re happy with. 

Meticulously organised and process driven
You have the experience required to execute processes that support the delivery of a 5 star customer experience and generate customer loyalty and advocacy at scale. You are able to spot inefficiencies in processes and work with our operations and technical teams to create automated solutions that help you do more with less. 

Exceptional communication skills
You make the complex simple and can communicate clearly and succinctly whether it's through written or verbal communication.  

Quick learner
From explaining evolving propositions to new communications ideas to data insights, you’ll need to understand complex ideas on a daily basis. You are a fast learner and have an analytical mind that can grasp complex ideas quickly.  

Knowledge and skills required

• Experience managing mid market and enterprise accounts in a B2B role
• It is essential that you have worked in an area where you problem solve with customers (either internal or external) daily
• A passion to make the world of personal finance more accessible to everyone

In return for your contribution we offer a starting salary of £35,000 - £50,000 depending on experience + benefits