Account manager

Hybrid with 2-3 days a week in our London office.

About us

Seccl is the Octopus-owned embedded investment platform that’s on a mission to help 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We’re B-Corp certified with an amazing product-market fit, impressive early traction and the potential to transform an outdated industry, for the better.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.

The role

We’re looking for an Account manager to join our team. Reporting into the Head of account management, you’ll work closely with teams across Customer support, Launch, Product and Commercial to manage and grow relationships with our customer firms, acting as a trusted commercial partner to senior stakeholders across their business. As we continue to scale and support the evolving needs of the advice and fintech market, this is an exciting opportunity to play a key role in delivering a market-leading customer experience and helping firms achieve their growth ambitions through Seccl.

Our team is a collaborative and customer-focused group, working closely with firms to help them realise the full value of our platform and capabilities. The team sits at the heart of our growth strategy, combining relationship management, commercial thinking and deep industry knowledge to deliver exceptional outcomes for our customers. You’ll play a key role in strengthening long-term partnerships, driving adoption of new features and helping shape the future experience we provide to firms across the market.

On a typical day you will be…

• Owning and managing a portfolio of complex customer accounts, building trusted relationships with senior stakeholders across commercial, operational and leadership teams.
• Developing strategic account plans that align customer growth objectives, operational priorities and our commercial goals.
• Driving adoption of new platform features and capabilities.
• Running regular business and governance reviews with confidence, using insight and performance data to drive clear actions and decisions.
• Tracking and identifying risks and growth opportunities including renewals, cross sell and upsell opportunities - balancing customer needs, commercial priorities and long-term partnership goals.
• Supporting customers through incidents, escalations and ambiguous situations with calm, clear and commercially aware communication.
• Collaborating cross-functionally with Product, Launch, Customer Support and wider Commercial teams to deliver a seamless customer experience.
• Acting as the voice of the customer by sharing feedback, identifying opportunities and helping shape future improvements.

This role’s for you if...

• You have proven experience managing complex B2B customer relationships, ideally within advice, platform, fintech or financial services technology.
• You’re comfortable building trust with and influencing senior stakeholders and acting as a strategic partner, including when priorities are unclear or conversations are sensitive.
• You have strong commercial awareness and experience identifying growth opportunities within customer accounts.
• You’re comfortable working with ambiguity, using judgement to create structure, make progress and bring others with you.
• You’re comfortable using data and insights to inform account planning and decision making.
• You’re proactive about your own development and progression, and you’re motivated by ownership rather than waiting for direction.
• You’re confident handling complex queries and sensitive situations with professionalism and empathy.
• You have an understanding of the regulatory environment, including Consumer Duty and its impact on customers.
• You can explain technical concepts, including APIs and integrations, in a clear and practical way.

This role isn’t for you if...

• 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.
• 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.
• 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.
• 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…

• A salary between £70,000 and £80,000 – 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.
• Option to work abroad for up to six weeks a year.
• Secclbrate - our recognition programme that offers a mix of flexible rewards including extra pay, additional holiday and increased learning budget.
• 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.
• 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.

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. In general, you can expect the interview process to look a bit like this:

• First stage – 45 mins competencies-based interview with the hiring manager.
• Second stage – one-hour technical interview or assessment.
• Final stage – 45 mins bar-raiser culture-based interview.

We aim 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!