At a Glance
- Tasks: Help customers solve complex issues and build strong relationships.
- Company: Seccl is an innovative investment platform on a mission to transform the industry.
- Benefits: Enjoy flexible working, generous holiday, learning budgets, and health perks.
- Why this job: Join a fast-paced, collaborative environment where your ideas can make a real impact.
- Qualifications: Experience in fintech and strong problem-solving skills are essential.
- Other info: Embrace a culture of diversity and inclusion while shaping your own career path.
The predicted salary is between 43000 - 51000 £ per year.
Customer success manager
Hybrid role to be based in our London or Edinburgh office.
About us
Seccl is the Octopus-owned embedded investment platform that’s on a mission to helping more people to invest – and invest well.
We’re B-Corp certified with an amazing product-market fit, impressive early traction and the potential to transform an outdated industry, for the better. We\’ve been growing fast and will scale even faster over the next few years.
We’re also proud to be part of Octopus, the £multi billion group that\’s on a mission to breathe new life into broken industries, through companies like Octopus Energy, Octopus Investments and Octopus Money.
Check out the Seccl website for the latest on our products and our mission to shape the future of investments.
The role
Make complex problems disappear! At Seccl, we’re on a mission to allow anyone to invest, and invest well…and be looked after along the way. As we grow, we’re looking for a customer success manager who thrives on untangling problems, building strong relationships, and making things happen.
You’ll act as the go-to escalation point for our customers – helping solve complex issues, drive delivery excellence and keep everyone pulling in the same direction. If you’re calm under pressure, great with data and even better with people, we’d love to hear from you.
On a typical day you will…
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Own escalations – you’ll be the steady hand when things get tricky, leading communications and coordinating resolution across product, engineering and ops teams
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Champion collaboration – act as the link between internal teams and our customer firms, ensuring we’re aligned and solving the right problems
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Build strong relationships – get to know the operational teams at our customer firms inside-out, becoming a trusted advisor and their voice inside Seccl
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Deliver the customer success framework – lead regular check-ins, training sessions and workshops that keep our customers empowered and informed
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Drive delivery improvements – spot friction, suggest smarter ways of working, and help us deliver faster and better
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Use data to add value – monitor customer health through data and feedback, identify risks early, and use insights to guide improvements
This role’s for you if…
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You have solid knowledge of fintech or adviser platforms and understand how Seccl fits in the bigger picture
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You’re confident managing escalations and complex queries, even when information is patchy
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You love working across functions and keeping lots of moving parts aligned
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You’re data-savvy – able to turn tickets and trends into meaningful insights
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You communicate clearly, calmly and confidently – whether you\’re with a client or presenting internally
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You’re curious, collaborative, and always looking to make things better
This role isn’t for you if. ..
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You rely on a lot of top-down direction. Here, you’ll have a lot of freedom and ownership of your role, and you’ll be expected to shape your own progression
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You’re not comfortable working in a fast-paced environment. Our speed and scalability are what set us apart; you need to be able to act quickly and think on your feet
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You struggle to follow through on ideas. We value people who do what they say they will. If you care about something, you have the freedom here to make it happen
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You don’t like change. You’ll get on great here if you relish the ambiguity of rapid growth and are willing to embrace uncertainty
What’s in it for you…
We offer a generous mix of benefits for the things that really matter to our people, including:
A salary between £50,000 and £60,000 – dependant on experience + reviewed annually
27 days holiday + bank holidays (some can be flexible) + day off on your birthday + three days (full time) per year for Dependant leave
Two volunteering days per year
Length of service award – one month paid sabbatical at eight years
6% employer pension contribution, and life assurance
Private medical insurance with AXA Health
Enhanced Parental leave
MacBook and up to £500 home office set up budget
£750 per person learning budget
Option to work abroad for up to six weeks a year
Health and wellbeing initiatives including free therapy via Wellness Cloud, mental health support via Headspace
Strong financial wellbeing focus including access to Octopus Money , Octopus Share Incentive Plan and will writing offering via Octopus Legacy
Perkbox – Flexi-points giving you a range of discounts and perks including free weekly coffee, gym and retail discounts
Access to initiatives like Cycle to Work and Octopus Electric Vehicle Leasing
Our culture
We\’re proud to put people first, creating a culture where we truly listen to what matters most to them. Our transparent and inclusive environment encourages diversity of thought, challenge and experimentation.
Check out our Glassdoor page for the latest reviews or our LinkedIn for company updates and insights from the team.
Interview process
Interviewing is a two-way thing, and we want you to have the time and opportunity to get to know us, as much as we are getting to know you. Our interviews are conversational, so come with questions and be curious.
We’ll only close this role once we have enough applications for the next stage. Please submit your application as soon as possible to make sure you don’t miss out and you should expect to hear back from us within one to two weeks of applying.
Our aim is to build a diverse and inclusive company of awesome people, with unique skills, passions and experiences. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.
If this sounds like your kind of thing, we encourage you to apply even if you don’t tick every box. We’d love to hear from you!
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Customer success manager employer: Seccl
Contact Detail:
Seccl Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer success manager
✨Tip Number 1
Familiarise yourself with Seccl's mission and values. Understanding how we aim to transform the investment industry will help you align your answers during interviews and demonstrate your passion for our goals.
✨Tip Number 2
Network with current or former employees on platforms like LinkedIn. They can provide insights into the company culture and the specific challenges faced by customer success managers, which can be invaluable during your interview.
✨Tip Number 3
Prepare examples of how you've successfully managed escalations and complex queries in previous roles. Being able to share specific instances where you've made a difference will showcase your problem-solving skills effectively.
✨Tip Number 4
Stay updated on trends in fintech and adviser platforms. Showing that you're knowledgeable about the industry will not only impress us but also help you understand how Seccl fits into the bigger picture.
We think you need these skills to ace Customer success manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Customer Success Manager at Seccl. Highlight your experience in managing escalations and building relationships in your application.
Tailor Your CV: Customise your CV to reflect the skills and experiences that align with the job description. Emphasise your data-savvy abilities and any relevant fintech knowledge to stand out.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for customer success and your understanding of Seccl's mission. Use specific examples from your past experiences to demonstrate how you can contribute to their goals.
Prepare for the Interview: Think about questions you might want to ask during the interview. Show your curiosity about the company culture and the role, as well as your eagerness to contribute to Seccl's growth.
How to prepare for a job interview at Seccl
✨Understand the Company and Its Mission
Before your interview, take some time to research Seccl and its mission to transform the investment industry. Familiarise yourself with their products and values, as this will help you align your answers with what they are looking for.
✨Prepare for Scenario-Based Questions
Given the role's focus on managing escalations and complex queries, be ready to discuss specific scenarios where you've successfully resolved issues or improved processes. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Showcase Your Data Savviness
Since the role requires a data-savvy individual, prepare examples of how you've used data to drive decisions or improvements in previous roles. Be ready to discuss how you monitor customer health and identify risks using data.
✨Ask Thoughtful Questions
Interviews are a two-way street, so come prepared with questions that show your curiosity about the company culture, team dynamics, and future growth. This not only demonstrates your interest but also helps you assess if Seccl is the right fit for you.