Account Manager, Seccl
£65-75k
+ Bonus
2-3 days a week in office
The embedded investment platform
Open for applications
The embedded investment platform
101-200 employees
Open for applications
£65-75k
+ Bonus
2-3 days a week in office
101-200 employees
Company mission
Seccl is the Octopus-owned embedded investment platform that’s helping more people to invest – and invest well.
Role
Who you are
- You love building strong, trusted relationships with customers
- You’re commercially minded and astute, confident owning and delivering on growth and retention targets
- You’re naturally curious about technology and excited by the role it plays in transforming financial services
- You can cut through complexity, explain things clearly, and help customers navigate change
- You’re collaborative, proactive, and like to make things happen
- You’re organised and detail-oriented – able to juggle multiple spinning plates without dropping the ball
- You have experience working within the financial services/fintech space
What the job involves
- We’re on the hunt for an experienced Account manager to join our team to take ownership of some of our key customer relationships
- Helping them unlock the full value of our technology, making sure we continue to deliver a world-class experience and enabling them to smash their commercial ambitions
- You’ll be a strategic partner to your own portfolio of customers – trusted at every level of their organisation, from day-to-day teams to senior leaders and exec
- You’ll be accountable for strengthening relationships, driving adoption of our products, and shaping growth opportunities that support both theirs and Seccl’s commercial goals
- You’ll also play a key role inside Seccl – bringing the customer voice into the heart of our business, influencing product direction, and collaborating across teams to deliver a market-leading experience
- Own and lead a portfolio of strategic customer accounts, building trusted partnerships across all levels of the business
- Develop tailored account strategies which drive customer growth and deliver on their (and our) commercial objectives
- Lead governance and service reviews, positioning Seccl as their long-term, strategic partner
- Identify and progress commercial opportunities (renewals, upsell, cross-sell), working closely with the wider commercial team
- Act as the escalation point for complex or sensitive issues, balancing customer empathy with commercial pragmatism
- Collaborate across product, customer support, launch and beyond to deliver a seamless, joined-up experience
- Capture and amplify customer feedback, influencing Seccl’s roadmap and future proposition
- Monitor performance against targets, proactively managing risks and spotting opportunities for growth
Application process
- We’ll only close this role once we have enough applications for the next stage
- Please submit your application as soon as possible to make sure you don’t miss out and you should expect to hear back from us within one to two weeks of applying
- Interviewing is a two-way thing, and we want you to have the time and opportunity to get to know us, as much as we are getting to know you
- Our interviews are conversational, so come with questions and be curious
- In general, you can expect the interview process to look a bit like this, (following an initial chat with one of our Talent team):
- First stage – 45 mins competencies-based interview with the hiring manager and another member of the account management team
- Second stage – one-hour technical interview or assessment with the hiring manager and Customer director
- Final stage – 45 mins bar-raiser culture-based interview
Our take
Seccl is an embedded investment platform revolutionising how companies offer investment services. With its API-first technology infrastructure it helps financial professionals and businesses launch and manage investment platforms easily. By simplifying old, clunky processes, Seccl gives firms the tools they need to offer customers a seamless, digital investing experience - whether it's for financial advisers, neobanks, or fast-growing startups.
Since being acquired by Octopus in 2019, Seccl has seen impressive growth. Now supporting over 190,000 investors as well as managing more than £13.4B in funds through its platform. With this, Seccl is well on track to power even more businesses and as it continues to grow, its mission to disrupt the industry with smarter, scalable solutions is only growing in momentum.
Steph
Company Specialist at Welcome to the Jungle
Company
Company benefits
- Flexible/hybrid working: We don’t prescribe when or how many days you come into the office. It’s what you deliver that’s important
- Events and socials: Twice-yearly all-company offsites, regular team socials and plenty of non-work activities – from gigs to sporting activities – to get stuck into
- Private medical: Access GP and other health and dental appointments work through private medical insurance
- Focus on mental health: Your wellbeing is more important than work. We offer free and confidential access to therapy if you need it
- Long-service award: A month’s fully-paid sabbatical when you’ve worked here for eight years (we’re part of Octopus, after all)
- The usual stuff: 27 days’ holiday (plus religious holidays and your birthday), Cycle2Work scheme and workplace pension
Company values
- Never settle
- Take ownership
- Be generous and candid
Company HQ
Holborn, London, UK
Articles
Leadership
David Ferguson
(CEO)Joined Seccl in 2022 as CEO. Prior to that, they spent 15 years as the CEO of Nucleus Financial Group.
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