Account Executive
At Octopus Money we are on a mission to help millions of people take their first steps towards their financial dreams. This is a perfect role for an ambitious sales person who wants to help create a new category of benefits for workplaces, and help us reach and partner with the largest and most exciting businesses in the UK. You will be leveraging your skills to build long lasting relationships and manage complex and long sales cycles with Rewards and Benefits teams.
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, 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. Then, we make it easy to invest in a custom portfolio, managed by experts.
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
As an Account Executive you will be working closely with Adam Williams (Sales Manager), Anasuya (Chief Commercial Officer), Nick Atling (Marketing), and the SDR team to strategise, and execute our GTM to engage with the largest and most exciting UK businesses.
This role is perfect for someone who enjoys managing highly complex deals that involve multiple stakeholders. It requires a strategic thinker who can navigate intricate negotiations and build strong, lasting relationships with clients. You will thrive in this role if you are adept at multithreading and can seamlessly collaborate with both the sales and marketing teams. Additionally, being hands-on with your deals and participating in client-facing activities, such as attending dinners and breakfasts, will be key to your success. If you are curious, hardworking, and enthusiastic about contributing to outreach campaigns to generate new pipeline opportunities, this position is an excellent fit for you.
Day to day you will be:
- Researching, planning, and collaborating with the SDR and marketing team to create outreach campaigns for our target accounts in Financial Services, Professional Services, Legal Services, Recruitment, Media, and Tech
- Develop and nurture relationships with key stakeholders at various levels within client organisations, including C-suite executives
- Conduct in-depth needs analysis and discovery meetings to understand clients' business challenges and tailor solutions to meet their needs
- Prepare and deliver compelling presentations and proposals that effectively communicate the value proposition of Octopus Money
- Ability to consult on business level strategy and demonstrate in a business case how the value proposition connects to the business' objectives
- Lead and coordinate internal resources, including SDR, operations, and launch/success teams, to ensure seamless deal delivery.
- Help formulate our enterprise strategy
- Monitor and analyse market trends, competitor activities, and industry developments to identify new business opportunities and stay ahead of the competition
- Participate in client-facing activities such as dinners, breakfasts, and industry events to strengthen client relationships and drive engagement
- Provide regular feedback and insights to the product development team based on client needs and market demand, contributing to continuous improvement and innovation
About You
A genuine desire to help people
We are a mission-driven business, so it's important that you can demonstrate a strong desire to help people and improve their lives.
Collaborative and a great team player
We've built a great team of top performers, and you'll need to work with others from across the business to identify problems, agree solutions and implement changes.
Goal driven and not afraid to get stuck in
We like to set ambitious goals and find creative ways to hit them, even if that means rolling up our sleeves and doing manual tasks before we've managed to fully automate them. You should have a bias towards action and getting things done.
About you
- 2+ years experience in a 360 or closing role with mid-market or enterprise accounts
- Good at researching and personalising your outreach
- Great storyteller
- Proven experience, ideally in workplace benefits or HRTech
- Strong relationship building skills, you have engaged senior executives including C-level
- Highly organised with strong project management skills
- Flexibility to attend client dinners, breakfasts, and other face to face networking events
Nice to have (but not necessary)
- Experience with Hubspot, Apollo, Sales Navigator, G-Suite
In return for your contribution we offer a base salary of £55,000 - £70,000 DOE + £20,000 - £35,000 commission (OTE)
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.
About Octopus Group
Octopus is a group of companies which invests in the people, ideas and industries that will help to change the world. We collectively believe that the companies serving two of our most important needs – our financial wellbeing and our planet's future – are failing. And we want that to change. We want everything we do, whether that's in financial services or energy supply, to have a positive impact on the people it touches. The energy supply business - Octopus Energy is the #1 rated UK energy supply business, and the only one to be recommended by Which? three years in a row.
Perks & Benefits
Make a difference
We're on a mission to help millions of people improve their finances. Seeing the impact we can make on our client's lives is deeply rewarding, and motivates the whole team to keep doing more to improve our service. Our client feedback is extremely positive, with a rating of 4.8 out of 5 on Vouchedfor.
Flexible working
We currently operate a hybrid model which is a mix of office and remote. You'll have the option of working from home 2 days per week (Monday and Friday) with the remainder from our central London office in Holborn.
Work from anywhere
We give an 18 day work from anywhere allowance to swap out the on site days or take some time working from another country. Due to regulations this does not apply to individuals that give regulated financial advice.
Join a great team
We're a diverse team with decades of experience in financial services and a proven track record. We don't like office politics, and believe in treating everyone with transparency and respect.
Rapidly grow your career
We believe in hiring people who are better than us, and giving them opportunities to achieve great things. As we continue to scale up, there will be opportunities for ambitious new joiners to demonstrate their skills and take on bigger roles.
Share incentive plan and team bonus
Being part of Octopus we benefit from the group share incentive plan. In addition, for those who are not commission based we offer a team bonus provided we meet our team goals.
Pension, enhanced parental leave, private medical insurance & other benefits
As an Octopus Money employee you'll get access to a company pension, enhanced parental leave, PMI and other benefits to make sure you're healthy and happy, now and in the future!
We believe in equal financial education for everybody, no matter their background. 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, disability status or any other protected characteristic.
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