Customer Success Executive, Octopus Money
£30-38k
Minimum base salary for applicants based in Colorado
Making advice and investing accessible for all
Job no longer available
Making advice and investing accessible for all
101-200 employees
Job no longer available
£30-38k
Minimum base salary for applicants based in Colorado
101-200 employees
Company mission
To become the most recommended financial services business in the UK.
Role
Who you are
- 3-5+ years of technical experience with SaaS solutions. This can be in any Customer Success role (e.g., Support, Client Management, Implementation, etc...)
- Must be located in PST, MST, or CST
- Clear understanding of API terminology (e.g., GET, POST, PUT, JSON, Webhook, Listeners..) and tools (e.g., Postman, Github, etc...)
- Demonstrated passion for e-commerce or technology services
- Be able to identify, define and deliver on integration milestones
- Demonstrated ability to identify and mitigate implementation blockers and risk to delivery
- Excellent written communication and presentation skills
- Timely responses to external and internal stakeholders
- Resourceful, detail-oriented when needed, highly organized and creative
- Self-starter who thrives under ambiguity in a fast-paced, deadline oriented environment
- Ability to lead conversations with executive stakeholders
- Ability to work quickly and efficiently with tools such as Excel, Tableau, and Google Sheets
- Bonus if you have worked with Redshift or Python with fluency
- Bonus if you have a demonstrable background in payments, fintech, or fraud. Nice to have, not necessary
- Bonus if you have Magento experience and Magento certifications of Magento 2 Certified Solution Specialist or Magento 2 Certified Professional Javascript Developer
What the job involves
- As an “Implementations Manager: Enterprise” within our Customer Success team, you are responsible for the successful onboarding of Signifyd’s customers
- Integrate customers utilizing various partners and platforms. These include customized OMS / eCommerce API integrations as well as Magento, Demandware and Cybersource partnerships. You will also interface with and assist the System Integrators (SIs) that our customers employ. You may be responsible for working with internal teams to ensure that the customer has the appropriate SI for their implementation
- Communicate integration status to key client stakeholders and document progress toward milestones
- Fully understand Signifyd’s implementation methods utilizing the most up to date practices
- Keep a clean onboarding portfolio with regular and transparent updates kept in CRM
- Identify, define and deliver on integration milestones. Each integration you complete will be different than another
- Leverage customer testimonials to create more efficient implementation processes
- Achieve CSAT expectations for assigned customer implementations
- Collaborate with internal Signifyd teams to swiftly escalate and resolve integration roadblocks. As a strong team player, you will communicate resolution to internal stakeholders as well as to the customer
- Work cross functionally to continue to make the onboarding experience better for our customers. Cross functional work may interface with product, risk, marketing and engineering. During off-season times, this work may be a substantial part of your job
- You may be responsible for providing Signifyd console training to customers
- Embody Signifyd values and serve as a role model for team members. You are responsible for onboarding new members into the team as their buddy, supporting their initial client conversations as well as enabling them to complete technical tasks associated with an integration
- We work in an evolving space. You will be responsible for documenting and sharing best practices for internal utilization
- Become a Subject Matter Expert (SME) so that your knowledge domain can contribute across the business
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 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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