Customer Success Executive, Octopus Money
B2B
£30-40k
+Performance-based bonus
More information about location
3 days a week in office (Holborn, London)
Making advice and investing accessible for all
Be an early applicant
Making advice and investing accessible for all
101-200 employees
Be an early applicant
£30-40k
+Performance-based bonus
More information about location
3 days a week in office (Holborn, London)
101-200 employees
Company mission
To become the most recommended financial services business in the UK.
Role
Who you are
- We believe curious problem-solvers who obsess over customer outcomes deserve to grow into future stars here
- 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
- Customer obsession. You get obsessed with solving problems for your customers. Even without direct customer experience, you have a track record of fixing problems and working tirelessly 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
- 1+ years' experience in a customer-facing role where you've owned relationships and solved problems day-to-day
- Experience managing multiple projects simultaneously, balancing competing priorities without dropping the ball
- Confident analysing and interpreting data using Excel / Google Sheets to track performance and inform decisions
- Some exposure to CRM or CS tools (e.g. HubSpot, Salesforce, Intercom) — nice to have, not essential
- A challenger mindset — you're not afraid to question assumptions, bring fresh ideas, and push for the best outcome for the client and the business
- A passion for making the world of personal finance more accessible to everyone
- If you can do most of these, we'd like to hear from you. If you're missing one or two but the rest sounds like you, apply anyway!
What the job involves
- You'll support the Customer Success team in working with HR and Reward leaders from top UK workplaces, helping guide new employer clients through onboarding and building trusted, day-to-day relationships as their services roll out to colleagues
- This isn't just another customer support role, it's a chance to be part of something that genuinely matters and to help build a category-defining business
- You'll report to the Customer Success Lead and work closely with the wider Commercial team, thriving if you bring initiative, autonomy and team spirit to everything you do — staying on top of timelines, flagging insights, and always looking for ways to solve for the customer
- Support new employer clients through onboarding, helping guide them through a smooth, well-communicated rollout of the benefit
- Manage relationships with our SMB to mid-market employer clients day-to-day, making sure each one sees ongoing value from the financial wellbeing benefit
- Build and run fun, engaging campaigns with HR contacts to get employees excited about the benefit
- Track and report on key customer success metrics, and deliver regular reporting to employers so they can see the impact on their workforce
- Help keep accounts on track by staying on top of timelines, tasks, and communications from launch through to ongoing check-ins
- Take ownership of inquiries and complaints, actively finding solutions to resolve them quickly and efficiently
- Share what you're hearing from customers with the wider team, flagging insights that could improve the product or experience
- Bring warmth, curiosity, and a go-getter attitude to every interaction — we want our clients to genuinely enjoy working with us
Salary benchmarks
Our take
Money shapes every part of life. Yet most people never get the support they need: Half of Brits reach retirement age without enough to live the the life they want, financial stress is a leading cause of poor mental health, only 8% of people have access to 1-to-1 financial advice. There's no shortage of information and what people actually need is clarity, guidance and a plan that makes sense to them.
That's where Octopus Money comes in. They bring together financial planning, investment expertise and smart technology so people can understand their options and take action with confidence.
They help build a clear plan for their savings, investments and pensions and make investing simple with managed portfolios built by experts. On top of this, they also support employers who want their teams to feel more secure and comfortable. So while some people may need regulated advice, others coaching, or both, their service adapts to every use case.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Company benefits
- 18 day “work from anywhere” allowance every year (you can choose to work from home or anywhere, including other countries)
- 6% company pension
- Enhanced maternity, paternity, adoption or shared parental leave, if you’ve been with us for at least 15 months: 6 months fully paid leave for primary carers, 2 months fully paid leave for secondary carers
- Private health insurance through Aviva
- Employee Assistance Programme offering a 24/7 confidential advice line for you and your immediate family members
- Discretionary up to 10% bonus at the end of each financial year, based on the performance of the company
- Access to the Octopus Group Share Incentive Plan
- Paid therapy via Spill
Company values
- Make Every Conversation Matter - We care deeply about how we make customers and colleagues feel – on every call, email, screen and event. It won’t always be perfect, but we’ll always work harder to keep making it better.
- Move with Urgency and Focus - We’re impatient to make remarkable things. We focus on what matters most, make fast initial progress and then iterate forward.
- Own It - We take full ownership of our work – from the smallest detail to the final outcome. We have the courage to break new ground, to hold ourselves and each other accountable, to tackle challenges head-on and find solutions that make a lasting impact.
Company HQ
Holborn, London, UK
Articles
Leadership
Dan Marsh
(CEO)Dan joined Octopus in 2014 and quickly progressed through sales leadership roles to board level positions across the portfolio. Made CEO of Octopus Money in 2026.
Diversity, Equity & Inclusion at Octopus Money
- We believe in equal financial education for everybody, no matter their background. 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.
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