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About the Role

This role supports the onboarding and day-to-day relationship management for employer clients, acting as a key resource for HR contacts and collaborating with the Customer Success Lead. It's an opportunity to join a fast-growing, mission-led business focused on making financial advice accessible.

Responsibilities

• Support new employer clients through onboarding, guiding a smooth rollout of the benefit.
• Manage day-to-day relationships with SMB to mid-market employer clients, ensuring ongoing value from the financial wellbeing benefit.
• Build and run engaging campaigns with HR contacts to promote the benefit to employees.
• Track and report on key customer success metrics, providing regular reports to employers on impact.
• Maintain account progress by managing timelines, tasks, and communications from launch through check-ins.
• Take ownership of inquiries and complaints, finding timely and efficient solutions.
• Share customer feedback and insights with the wider team to improve product or experience.
• Engage clients with warmth, curiosity, and a proactive attitude.

Requirements

• 1+ years of experience in a customer-facing role with relationship ownership and problem-solving.
• Experience managing multiple projects simultaneously with competing priorities.
• Proficiency in analyzing and interpreting data using Excel/Google Sheets.
• Experience with CRM or CS tools (e.g., HubSpot, Salesforce, Intercom) is a plus.
• A challenger mindset, willing to question assumptions and propose new ideas.
• A passion for making personal finance more accessible.

Skills

• Customer Success
• Onboarding
• Relationship Management
• Project Management
• Data Analysis
• CRM Tools
• Communication

Location

• UK

Work Type

• Hybrid
• Remote

Experience Level

• 1+ years

Salary/Compensations

• £30,000–£40,000

Benefits

• Hybrid working (3 days in office)
• 18 days a year working from anywhere
• Performance-based bonus
• Company pension
• Private medical insurance
• Enhanced parental leave
• Birthday day off
• Supportive team environment

About the Company

• Octopus Money is on a mission to make money advice accessible to all.
• They combine advisers, coaches, and technology to provide personalized financial plans.
• The company aims to transform millions of lives by making financial advice more accessible.

Equal Opportunity

• 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.