B2B Customer Success Exec - Onboard, Renew, Grow

Octopus Money; Greater London; Hybrid; GBP 38,000 - 45,000; Full time

Benefits offered by this job

Hybrid working (3 days in office)

18 days annual leave (WFH)

Performance-based bonus

Share Incentive Plan

Company pension

Private medical insurance

Birthday day off

Job summary

Octopus Money is seeking a Customer Success Executive to own a portfolio of SMB to mid-market employer clients end to end, from onboarding through renewal. You will run accounts with autonomy, setting plans, spotting risk early, and driving renewals by proving value to HR and Reward leads.

You will report to the Customer Success Lead and collaborate with Sales, Marketing, and Product to scale our Customer Success approach.

Qualifications

• 1–2 years' experience in an account management or customer success role.
• Proven track record of retaining and growing accounts.
• Experience communicating with senior stakeholders and running check-ins or business reviews.

Responsibilities

• Own a portfolio of SMB to mid-market employer clients end to end from onboarding to renewal.
• Lead onboarding for new clients with clear timelines and success measures.
• Build account plans with HR and Reward stakeholders and review progress in regular check-ins.
• Drive retention and renewals by tracking account health and spotting risks early.

Skills

Account ownership

Renewals/upsell

Stakeholder management

Data analysis

CRM experience

Communication

Problem solving

Tools

HubSpot

Salesforce

Job description

Octopus Money is seeking a Customer Success Executive to own a portfolio of SMB to mid-market employer clients end to end, from onboarding through renewal. You will run accounts with autonomy, setting plans, spotting risk early, and driving renewals by proving value to HR and Reward leads.

You will report to the Customer Success Lead and collaborate with Sales, Marketing, and Product to scale our Customer Success approach.