Account Manager

Octopus Legacy; Greater London; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Life insurance

Health insurance

Will & LPAs

Cycle to Work Scheme

EV Salary Sacrifice Scheme

Octopus Giving

Octopus Springboard

Job summary

Octopus Legacy is building a scalable, partner-led growth function in the UK, working with IFA networks, employers and platforms. You’ll meet partners, guide them through the product, and shape how we deliver value in real-world terms.

This hands-on role requires managing a high-volume of accounts, travel to partner sites, and translating field insights into product improvements. You’ll help define the playbook for our partner management as we scale.

Qualifications

• Experience in account management, customer success or relationship management.
• Experience with partners, advisers, brokers or intermediaries is a strong plus.
• Commercial fluency in financial services is beneficial.
• Comfortable travelling to partner sites and meeting partners in person.

Responsibilities

• Nurture partner relationships and be the main point of contact for Octopus Legacy partners.
• Drive engagement and adoption by walking partners through the product and resolving blockers.
• Manage onboarding at volume to ensure a smooth, low-friction experience.
• Identify growth opportunities within each account and build the case for expansion.
• Spot issues and feed insights back to product and tech to inform roadmaps.
• Build scalable systems, cadence and tooling to manage the partner network as it grows.

Skills

Account management

Relationship management

Communication

Proactive

Job description

Octopus Legacy is one of the UK's fastest growing startups, helping over 1 million people plan for and navigate through death - but we're just getting started. After our founder Sam lost his mum suddenly, we built what the market had never seen: a service that combines estate planning and bereavement support with something genuinely human. Voice notes. Music. Recipes. A legacy that actually means something.

We're not competing in this space. We're redefining it. Backed by Octopus Group, we're the best positioned business in the market to scale across UK financial services, and we're moving fast. This role is how we get there.

The Role

We've built a growing network of partners across IFA networks, employers, charities and financial platforms, and it's scaling fast. Now we need someone to make sure those partners are engaged, activated and getting real value from working with us.

This isn't a traditional support role. You'll be out meeting partners, building relationships face to face and making sure Octopus Legacy is front of mind. Some of that is picking up the phone. Some of it is visiting firms, running them through the product and showing them how it fits into what they already do. You'll also be one of the closest people we have to the end user, which means your insight directly shapes what we build next. If something isn't working, or a partner is asking for something we don't have yet, that feeds straight back into product and tech.

We're at the stage where the people who join now get to define how this function works. You'll be managing a high volume of accounts and that number is only going up. As we scale towards thousands of partners across the network, you'll help build the playbook for what great account management looks like here.

What You'll Do

• Nurture partner relationships. You're their go-to at Octopus Legacy. Know the network, understand their businesses and be a key point of contact for anything they need.
• Drive engagement and adoption. Walk partners through the product, remove blockers and get them using the service properly.
• Manage onboarding at volume, making the experience as smooth and low-friction as possible.
• Spot opportunities to grow each account. Identify which partners could be doing more with us and build the case for them to expand.
• Spot what's not working and feed it back. Your insight into what partners need will directly influence the product roadmap.
• Build a system that scales. Today, much of this sits in senior leadership's heads. You'll build the cadence, structure and tooling that lets us manage our partner network properly, and grow it from there.

Who You Are

• Experience in account management, customer success or relationship management, ideally with partners, advisers, brokers or intermediaries.
• Experience in financial services is a strong plus, but not essential if you can show genuine commercial fluency.
• A natural on the phone and in person. You build trust quickly and people enjoy working with you.
• Naturally curious. You dig into how a partner's business actually runs. You understand their customers, their pain points and where we fit.
• Direct. With partners, with the team, with yourself. You say what you think and adjust based on what's working, not what you hoped would work.
• Organised. You can manage a high volume of accounts without things slipping.
• Proactive. You don't wait to be told something's wrong. You spot it and act.
• You don't need managing. You set your own pace, build your own structure and get on with it.
• Comfortable without a playbook. We're building this function from scratch and need someone who's energised by that, not put off.
• Genuinely interested in tech and product. You want to understand how the platform works, not just talk about it.
• Happy to travel to partner sites. This role has real variety.
• You actually care about this. You can talk about death and bereavement without flinching, because you get why it matters.
• Flexible working: 3 days in the office (London Bridge) you can work remotely up to 2 days a week.
• Work from anywhere in the world for up to 4 weeks per year.
• An extra holiday day for your birthday.
• Life insurance, Health insurance, Will & LPAs.
• Cycle to Work Scheme and access to the Electric Vehicle (EV) Salary Sacrifice Scheme.
• Octopus Giving: we match any charitable fundraising that you do up to £500.
• Octopus Springboard: where we help our employees become fully-fledged entrepreneurs

We know that to be truly innovative, we need to have a diverse team around us. That is why Octopus Legacy is committed to creating an inclusive environment and is proud to be an equal opportunity employer.