Account Executive, Octopus Money

• A genuine desire to help people
• You're driven by your targets and the company's OKRs, but you care just as much about doing right by the customer
• Sharp and quick on your feet
• You read a room fast, trust your gut, and find creative ways to stand out and figure things out without a script
• Earns trust
• You know when to challenge your prospect's thinking and push back when it matters. You know when a "no" from you builds more trust than a "yes."
• Own your destiny
• You take full responsibility for your number, and you'll roll up your sleeves to hit it
• Move with urgency and focus
• You take initiative, prioritise ruthlessly, and pivot fast when the plan changes
• Build relationships that stick
• You earn trust with senior stakeholders through credibility, insight, and always having their best interest at heart
• Tell stories that captivate
• You bring a proposition to life and hold the attention of busy decision-makers
• Proven track record in a closing sales role, ideally in a startup or scrappy, fast-moving environment
• Comfortable diagnosing a problem before pitching a solution, rather than running a fixed script
• Comfortable working in ambiguity, building process as you go rather than following an established playbook
• Confident thinking on your feet and adapting your approach mid-conversation or mid-deal
• A relentless, high-urgency approach to your work, with the judgement to know what matters most
• Sharp instincts with people, you read situations quickly and adjust your approach accordingly
• Some of these traits can't be taught. If you've got them, we'll teach you the rest

Desirable

• 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, helping employees feel more confident, secure and in control of their financial futures
• You'll be at the heart of our growth journey, working with progressive, people-focused businesses who want to do better by their employees
• You'll sell a product that genuinely improves lives, and you'll be surrounded by a team that moves fast, thinks sharply, and cares deeply about the mission
• You'll be responsible for driving new business across the UK, managing the end-to-end sales process, and building trusted relationships with HR and Reward leaders. This isn't just another sales role, it's a chance to be part of something that genuinely matters and to play a key role in building a category-defining business
• Own the full sales cycle from initial outreach to close
• Research, plan, and collaborate with the SDR and marketing team to create outreach campaigns for target accounts across financial services, professional services, legal, recruitment, media, and tech
• Lead discovery conversations that challenge and educate HR and Reward teams
• Tailor our value proposition to specific client needs and sectors
• Build a tailored business case connecting our solution to the business objectives
• Build and nurture a high-quality pipeline of opportunities
• Consistently hit and exceed revenue targets
• Lead and coordinate internal resources, including SDR, operations, and launch/success teams, to ensure seamless deal delivery
• Monitor market trends, competitor activity, and industry developments to identify new business opportunities
• Participate in client-facing activities such as dinners, breakfasts, and industry events to strengthen relationships and drive engagement
• Feed insights back to the product team based on client needs and market demand