Account Manager
O
Octopus LegacyFinancial services
Location: London
Flexible working: 3 days in the office (London Bridge) you can work remotely up to 2 days a week.
Work from anywhere in the world for up to 4 weeks per year.Full-Time
Salary not disclosed
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Job Details
- Required Skills
- Account ManagementRelationship managementCustomer Success
Requirements
- Experience in account management, customer success or relationship management, ideally with partners, advisers, brokers or intermediaries.
- Experience in financial services is a strong plus, but not essential if you can show genuine commercial fluency.
- A natural on the phone and in person. You build trust quickly and people enjoy working with you.
- Naturally curious. You dig into how a partner's business actually runs. You understand their customers, their pain points and where we fit.
- Direct. With partners, with the team, with yourself. You say what you think and adjust based on what's working, not what you hoped would work.
- Organised. You can manage a high volume of accounts without things slipping.
- Proactive. You don't wait to be told something's wrong. You spot it and act.
- You don't need managing. You set your own pace, build your own structure and get on with it.
- Comfortable without a playbook. We're building this function from scratch and need someone who's energised by that, not put off.
- Genuinely interested in tech and product. You want to understand how the platform works, not just talk about it.
- Happy to travel to partner sites. This role has real variety.
- You actually care about this. You can talk about death and bereavement without flinching, because you get why it matters.
Responsibilities
- Nurture partner relationships. You're their go-to at Octopus Legacy. Know the network, understand their businesses and be a key point of contact for anything they need.
- Drive engagement and adoption. Walk partners through the product, remove blockers and get them using the service properly.
- Manage onboarding at volume, making the experience as smooth and low-friction as possible.
- Spot opportunities to grow each account. Identify which partners could be doing more with us and build the case for them to expand.
- Spot what's not working and feed it back. Your insight into what partners need will directly influence the product roadmap.
- Build a system that scales. Today, much of this sits in senior leadership's heads. You'll build the cadence, structure and tooling that lets us manage our partner network properly, and grow it from there.
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