HHiring Reality
← Octopus Money

Customer Success Executive B2B

Octopus Money
Location
Holborn, London
Posted
23 days ago
Department
Commercial
What they actually want (must-haves)
  • 1+ years' experience in a customer-facing role
  • Experience managing multiple projects simultaneously
  • Confident analysing and interpreting data using Excel / Google Sheets
  • A genuine desire to help people
  • Customer obsession
  • Ability to build relationships that stick
Nice to have
  • Some exposure to CRM or CS tools (e.g. HubSpot, Salesforce, Intercom)
  • A challenger mindset
  • A passion for making the world of personal finance more accessible
What the job really is

As a Customer Success Executive at Octopus Money, you will support the onboarding and ongoing relationship management of employer clients, ensuring they receive value from financial wellbeing benefits. Your role will involve managing multiple projects, analyzing customer success metrics, and building engaging campaigns to promote the service among employees. You will collaborate closely with the Customer Success Lead and the wider Commercial team to enhance the client experience and address any inquiries or complaints.

Benefits
  • Starting salary of £30,000–£40,000 depending on experience
  • 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
Things to weigh
  • No specific details on career advancement opportunities
  • Salary range provided but no specific performance metrics for bonuses mentioned
  • Role involves managing multiple projects in a fast-paced environment, which may be challenging for some candidates
Job score3.4/5
Benefits5/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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