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, 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 Rowe-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:

• Research, plan, and collaborate with the SDR and marketing team to create outreach campaigns for our target accounts in financial services, professional services, legal, 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
• 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 to formulate our enterprise strategy and be prepared for this to evolve over time
• 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

A genuine desire to help peopleWe 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 playerWe'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 inWe 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.

More about you

• 3+ years experience in a 360 or closing role with mid-market or enterprise accounts
• A natural curiosity about business and the ability to use this to construct a highly tailored outreach
• Great storyteller and be able to captivate an audience
• Proven experience, ideally in workplace benefits or HR Tech/SaaS
• 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
• A self-starter, you don't wait to be told what to do but have the initiative and drive to reach your goals independently

Nice to have (but not necessary)

• Experience with Hubspot, Apollo, Sales Navigator, G-Suite, Trumpet

In return for your contribution we offer a base salary of £55,000 - £65,000 + £32,500 (OTE - uncapped)