--- title: 'Account Executive New Workplace Sales at Octopus Money' canonical: 'https://feeny.ai/job/account-executive-new-workplace-sales-octopus-money-london-7rf5e87q420a' type: 'job' last_seen: '2026-09-11' --- # Account Executive New Workplace Sales at Octopus Money - **Company:** Octopus Money - **Location:** London, United Kingdom - **Posted:** 2026-07-16 - **Last confirmed live:** 2026-09-11 - **Apply:** https://job-boards.greenhouse.io/octopusmoney/jobs/6117270004 ## Job description 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. ## About Octopus Money At Octopus Money, we're on a mission to make money advice accessible to all, because the right advice can turn your life dreams into reality. The facts are alarming: half of Brits reach retirement age without enough money to live the life they want, financial stress is a leading cause of poor mental health and only 8% of us have access to 1-to-1 advice. There's plenty of information out there, but most of us just wish that someone we trust would tell us what to do with our money. With Octopus Money, you get a personalised plan and a friendly expert to help you make it happen. We combine advisers, coaches and technology to understand your situation and recommend the right steps for your savings, investments, pensions and more. To transform millions of lives, we need a movement. So whether you're a workplace supporting your employees' financial health or a firm that wants to offer affordable advice to your customers, we hope you'll join us. We believe everyone deserves personal, 1-to-1 advice with their money. ## The role and opportunity 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. We believe you should have access to every size of opportunity, big or small. Bring the value, and you get a slice of it, every single time. You'll thrive here if you back your gut, adapt fast, and are used to working without a playbook. As an early-stage business, you'll wear many hats - outreach, multi-threading, hosting events, shaping the sales narrative, negotiating contracts, and working with tech and ops to solve for the customer. Day to day you will - 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 ## About you 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. Necessary requirements - 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. ## Nice to have (but not necessary) - Experience selling into multi-stakeholder sales cycles - Experience selling to HR buyers in the workplace - A track record of being a top performer (president's club, #1 rep, similar) rather than just tenure in a role - Experience selling a category-creating or newer product, where you're educating the market rather than responding to existing demand In return for your contribution, we offer a base salary of £40,000- £45,000 DOE + OTE We want people to grow here, to feel supported and to feel proud of the impact they make! You’ll get: - Hybrid working with 3 days in the office each week (Tuesday - Thursday) - 18 days a year working from anywhere (for non regulated roles) - Performance-based bonus - Company pension - Private medical insurance - Enhanced parental leave - Birthday day off - A supportive team who care about what they do - The chance to help people improve their lives Please note, as a regulated business we are required to run background checks for all employees which covers adverse financial and unspent convictions. These will only take place upon a successful job offer. We believe in equal financial education for everybody, no matter their background. The same goes for opportunities within our team. 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. If you require support completing your application please contact people@octopusmoney.com. ## About Octopus Money ## Company Overview - **One-liner**: Octopus Money makes investing and financial advice accessible to more people by combining expert support with smart technology, serving individuals and employers across the UK. - **Entity Type**: Private (certified B Corp, owned by founders and employees) - **Headquarters**: Holborn, London, United Kingdom - **Founded**: 2023 - **Founders**: Not publicly available (part of the Octopus Group, a family- and employee-owned business founded in 2000) ## Core Business - **Primary industry/industries**: Financial services – wealth planning, investing, and financial advice - **Target customers**: B2C (individuals with £200k+ or up to £200k to invest) and B2B (employers offering financial wellbeing benefits to over 250,000 employees) - **Mission or purpose**: “To help 5 million people feel confident about their money” and to make investing and high-quality advice accessible to all at a fair price. ## Products & Services - **Financial Coaching**: For individuals with up to £200k to invest; includes a 1‑to‑1 coach, a personalised financial forecast, and guidance you can act on. Cost: from £299. - **Wealth Planning**: For households with £200k+ to invest; includes a qualified financial adviser and planner, tax-efficient strategies, retirement planning, and inheritance tax planning. - **Financial Adviser Services**: Qualified advisers provide regulated advice and personal recommendations, supported by a dedicated paraplanner and operations team. - **Workplace Partnerships**: Brings 1‑to‑1 financial guidance to employees of partner companies (260 workplace partnerships as of latest data). ## Market Standing - **Valuation/Market Cap**: Not disclosed (privately held) - **Key Metrics**: £4.3bn assets under management; 35,000 clients served; 260 workplace partnerships; part of Octopus Group which manages £9.6bn in funds under management (March 2025). - **Notable Investors/Partners**: Octopus Group (parent company); partners with leading UK employers. - **Growth Signals**: Named “Advice Firm of the Year” at the Money Marketing Awards 2025; certified B Corp; 85% of the UK recognises the Octopus brand; expanding AI‑first tech stack and in‑house platform SECCL. ## Competitive Advantages - **B Corp certification** – committed to social and environmental impact. - **Hybrid model** – combines expert human advisers with smart technology (AI‑first tools, in‑house platform). - **Transparent, low‑cost fees** – no hidden charges, passive investment approach, quarterly rebalancing. - **Strong brand trust** – part of the Octopus Group, known for Octopus Energy (UK’s most loved energy provider). - **Employer‑focused distribution** – reaches over 250,000 employees through workplace partnerships. ## Strategic Focus - Scaling access to financial advice by deepening employer partnerships and expanding the adviser network. - Investing in AI and technology to improve adviser efficiency and client experience. - Building a sustainable, ethical business that “outlives” its founders – employee‑owned and values‑driven. ## Why Work Here - **Culture**: Collaborative, mission‑driven, transparent (publishes pay bands for every level). Values include “iterate”, “work”, and making a lasting impact. - **Hybrid work**: Option to work from home on Mondays and Fridays; 18‑day “work from anywhere” allowance per year. - **Benefits**: - 6% employer pension contribution (Smart Pension, salary sacrifice) - Private health insurance (Aviva) - Mental health support via Spill - Gym discounts - Enhanced parental leave: 6 months fully paid for primary carers, 2 months for secondary carers (after 15 months service) - Personal learning & development budget - Octopus Group mentoring scheme - Team bonus up to 10% (non‑commission roles) - Charity match up to £500, volunteer days, Give As You Earn - Free hot drinks, fruit, and stocked drinks fridge on Thursdays - **Engineering culture**: Building an AI‑first tech stack (Golang backend, platform SECCL); roles include Mid Backend Engineer (Golang). ## Sources 1. [octopusmoney.com](https://octopusmoney.com/careers) – Careers page (benefits, hybrid policy, perks) 2. [octopusmoney.com](https://octopusmoney.com/about-us) – About us (history, mission, B Corp, Octopus Group) 3. [job-boards.greenhouse.io](http://job-boards.greenhouse.io/octopusmoney) – Open roles (Engineering, Wealth Planning, Commercial) 4. [octopusmoney.com](https://octopusmoney.com/adviser-recruitment) – Adviser recruitment (AUM, clients, partnerships, tech stack, pricing) 5. [octopusmoney.com](https://octopusmoney.com/) – Homepage (services, awards, mission) ## Other roles at Octopus Money - [Head of Personal Finance](https://feeny.ai/job/head-of-personal-finance-octopus-money-london-hkfvqbz6wkwr) — London, United Kingdom - [Customer Outcomes Manager](https://feeny.ai/job/customer-outcomes-manager-octopus-money-holborn-london-9pss6febp7x0) — Holborn London, United Kingdom - [Associate Financial Planner](https://feeny.ai/job/associate-financial-planner-octopus-money-holborn-london-e7zekn7e94dq) — Holborn London, United Kingdom - [Pensions Consultant](https://feeny.ai/job/pensions-consultant-octopus-money-london-fznr48e405x2) — London, United Kingdom