---
title: 'Customer Success Executive B2B at Octopus Money'
canonical: 'https://feeny.ai/job/customer-success-executive-b2b-octopus-money-london-xbhvj3v0ng2f'
type: 'job'
last_seen: '2026-11-06'
---

# Customer Success Executive B2B at Octopus Money

- **Company:** Octopus Money
- **Location:** London, United Kingdom
- **Posted:** 2026-08-28
- **Last confirmed live:** 2026-11-06
- **Apply:** https://job-boards.greenhouse.io/octopusmoney/jobs/6166575004

## 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. As Customer Success Executive, you'll own a portfolio of employer clients end to end - from onboarding through to renewal - and be the trusted partner for their HR and Reward leads.

You'll work closely with our Customer Success Lead, but you'll run your accounts with real autonomy: setting the plan, spotting risk early, growing engagement and making sure every client renews because they can see the value. 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 own a book of SMB to mid-market employer clients, working directly with HR and Reward leaders at top UK workplaces. You'll guide new clients through onboarding, then take full responsibility for the health, engagement and retention of each account as the benefit rolls out to their colleagues. You'll also support the Customer Success Lead on our enterprise accounts, giving you exposure to our largest and most complex clients.

We believe curious problem-solvers who obsess over customer outcomes deserve to grow into future stars here. You'll report to the Customer Success Lead and work closely with Sales, Marketing and Product across the wider Commercial team. You'll thrive if you take ownership, make decisions with confidence and help shape how we run Customer Success as we scale.

Day to day you will

- Own a portfolio of SMB to mid-market employer clients end to end, acting as their main point of contact from launch through to renewal
- Support the Customer Success Lead on our enterprise accounts, helping with onboarding, campaigns, reporting and day-to-day relationship management for our largest clients
- Lead onboarding for new clients, setting clear timelines and success measures so every rollout lands smoothly
- Build account plans with HR and Reward stakeholders, agreeing goals and reviewing progress at regular check-ins and business reviews
- Drive retention and renewals by tracking account health, spotting risk early and acting on it before it becomes a problem
- Find opportunities to grow accounts, such as extending the benefit to more employees, unlock different funding models or additional revenue
- Design and run engaging campaigns with HR contacts to get employees excited about the benefit and lift take-up
- Own the reporting for your accounts: track key customer success metrics and turn the data into clear insight on the impact for each workforce
- Take ownership of escalations and complaints, resolving them quickly and fairly, and involving the right internal teams where needed
- Share what you're hearing from clients with Product and the wider team, and help improve our Customer Success playbooks and processes as we scale

## About you

A genuine desire to help people. We're a mission-driven business, so it's important that you can show a passion for helping people improve their lives.

Commercially minded account owner. You treat your accounts like your own. You know what makes a client renew, you notice when something's off, and you act before you're asked.

Customer obsession. You get obsessed with solving problems for your customers and keep going until you've found a solution you're happy with.

Build relationships that stick. You earn trust with senior stakeholders through credibility, insight, and always having their best interest at heart - and you're comfortable having a challenging conversation when it's the right thing for the client.

Knowledge and skills required

- 1-2 years' experience in an account management or customer success role, owning your own book of B2B accounts
- A track record of retaining and growing accounts, with experience of renewals or expansion conversations
- Confidence building relationships with senior stakeholders and running structured check-ins or business reviews
- Experience managing multiple accounts and projects at once, balancing competing priorities without dropping the ball
- Confident analysing and interpreting data using Excel / Google Sheets to track account health and performance and inform decisions
- Hands-on experience with a CRM or CS tool (e.g. HubSpot, Salesforce, Intercom)
- A challenger mindset you're not afraid to question assumptions, bring fresh ideas, and push for the best outcome for the client and the business
- A passion for making the world of personal finance more accessible to everyone
- Experience in HR tech, employee benefits or financial services is a bonus, but not essential

## What you'll get

Starting salary of £38,000–£45,000 depending on experience. 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
- Performance-based bonus
- The opportunity to participate in our Share Incentive Plan (HMRC approved scheme enabling employees to invest tax efficiently)
- Company pension
- Private medical insurance
- Enhanced parental leave and Return to Work coaching (find out more on our website)
- Birthday day off
- A mission driven focus - the chance to help people improve their lives through financial wellbeing, and a supportive team who care about what they do

## About Octopus Group

We're part of Octopus Group, a privately-owned business that's spent 25 years doing things differently. Octopus Group builds businesses designed to outlast it, aiming to leave things a little better for the generations that follow.

That same instinct runs through the whole group:

- Octopus Energy changed how millions of people think about their energy provider, built on fairness, transparency and a genuinely good customer experience
- Octopus Legacy is changing how people plan for the end of life
- amicable is building a better way to go through divorce
- Aurora is rethinking education
- Seccl is building the fintech infrastructure behind modern investing
- Octopus Investments and Octopus Capital back the ideas and businesses of tomorrow

We share that same DNA, doing the same thing in a different corner of people's lives: money.

Octopus Group doesn't just talk about entrepreneurship, the group enables it. Springboard, a program open to anyone however junior or senior, lets people pitch an idea to win funding. A number of businesses have been started this way, founded by former Octopus employees.

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

- [Mortgage & Protection Adviser - 12m FTC](https://feeny.ai/job/mortgage-protection-adviser-12m-ftc-octopus-money-london-sg64c2d6j7g3) — London, United Kingdom
- [Financial Adviser](https://feeny.ai/job/financial-adviser-octopus-money-london-vwph243sq8sg) — London, United Kingdom
- [Money Laundering and Reporting Officer (MLRO) - SMF17](https://feeny.ai/job/money-laundering-and-reporting-officer-mlro-smf17-octopus-money-london-vd8p0mtt238s) — London, United Kingdom
- [Backend Tech Lead](https://feeny.ai/job/backend-tech-lead-octopus-money-london-4pq6dngcfnz8) — London, United Kingdom
- [Account Executive New Workplace Sales](https://feeny.ai/job/account-executive-new-workplace-sales-octopus-money-london-7rf5e87q420a) — London, United Kingdom