Money worries don’t stay at home. They follow people into work, affecting their focus, their mental health and their happiness. At Octopus Money, we’re changing that by giving employees access to their own money coach: a real person who helps them take control of their finances.
We’re looking for an Account Executive to bring that to more workplaces. You’ll build relationships with HR and People leaders, work out what matters most to each organisation, and own your deals from first conversation to signature. No two conversations are the same, so we value creative thinking, problem solving and the ability to pivot when a deal takes an unexpected turn. If you like spotting opportunities and running with them before anyone asks, we’d love to hear from you.
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 Money, 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.
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 opportunityYou'll be responsible for driving new business across the UK, managing the end-to-end sales process, and building trusted relationships with HR and Reward leaders. This isn't just another sales role, it's a chance to be part of something that genuinely matters and to play a key role in building a category-defining business.
We believe you should have access to every size of opportunity, big or small. Bring the value, and you get a slice of it, every single time. You'll thrive here if you back your gut, adapt fast, and are used to working without a playbook. As an early-stage business, you'll wear many hats - outreach, multi-threading, hosting events, shaping the sales narrative, negotiating contracts, and working with tech and ops to solve for the customer.
Day to day you will- Own the full sales cycle from initial outreach to close
- Research, plan, and collaborate with the SDR and marketing team to create outreach campaigns for target accounts across financial services, professional services, legal, recruitment, media, and tech
- Lead discovery conversations that challenge and educate HR and Reward teams
- Tailor our value proposition to specific client needs and sectors
- Build a tailored business case connecting our solution to the business objectives
- Build and nurture a high-quality pipeline of opportunities
- Consistently hit and exceed revenue targets
- Lead and coordinate internal resources, including SDR, operations, and launch/success teams, to ensure seamless deal delivery
- Monitor market trends, competitor activity, and industry developments to identify new business opportunities
- Participate in client-facing activities such as dinners, breakfasts, and industry events to strengthen relationships and drive engagement
- Feed insights back to the product team based on client needs and market demand
A genuine desire to help people
You're driven by your targets and the company's OKRs, but you care just as much about doing right by the customer.
Sharp and quick on your feet
You read a room fast, trust your gut, and find creative ways to stand out and figure things out without a script.
Earns trust
You know when to challenge your prospect's thinking and push back when it matters. You know when a "no" from you builds more trust than a "yes."
Own your destiny
You take full responsibility for your number, and you'll roll up your sleeves to hit it.
Move with urgency and focus
You take initiative, prioritise ruthlessly, and pivot fast when the plan changes.
Build relationships that stick
You earn trust with senior stakeholders through credibility, insight, and always having their best interest at heart.
Tell stories that captivate
You bring a proposition to life and hold the attention of busy decision-makers.
Necessary requirements- Proven track record in a closing sales role, ideally in a startup or scrappy, fast-moving environment
- Comfortable diagnosing a problem before pitching a solution, rather than running a fixed script
- Comfortable working in ambiguity, building process as you go rather than following an established playbook
- Confident thinking on your feet and adapting your approach mid-conversation or mid-deal
- A relentless, high-urgency approach to your work, with the judgement to know what matters most
- Sharp instincts with people, you read situations quickly and adjust your approach accordingly
Some of these traits can't be taught. If you've got them, we'll teach you the rest.
Nice to have (but not necessary)- Experience selling into multi-stakeholder sales cycles
- Experience selling to HR buyers in the workplace
- A track record of being a top performer (president's club, #1 rep, similar) rather than just tenure in a role
- Experience selling a category-creating or newer product, where you're educating the market rather than responding to existing demand
In return for your contribution, we offer a base salary of £45,000- £55,000 DOE + OTE
We want people to grow here, to feel supported and to feel proud of the impact they make!
You’ll get:
- Hybrid working with 3 days in the office each week (Tuesday - Thursday)
- 18 days a year working from anywhere
- Performance-based bonus
- The opportunity to participate in our Share Incentive Plan (HMRC approved scheme enabling employees to invest tax efficiently)
- Company pension
- Private medical insurance
- Enhanced parental leave and Return to Work coaching (find out more on our website)
- Birthday day off
- A mission driven focus - the chance to help people improve their lives through financial wellbeing, and a supportive team who care about what they do
About Octopus Group
We're part of Octopus Group, a privately-owned business that's spent 25 years doing things differently. Octopus Group builds businesses designed to outlast it, aiming to leave things a little better for the generations that follow.
That same instinct runs through the whole group:
- Octopus Energy changed how millions of people think about their energy provider, built on fairness, transparency and a genuinely good customer experience
- Octopus Legacy is changing how people plan for the end of life
- amicable is building a better way to go through divorce
- Aurora is rethinking education
- Seccl is building the fintech infrastructure behind modern investing
- Octopus Investments and Octopus Capital back the ideas and businesses of tomorrow
We share that same DNA, doing the same thing in a different corner of people's lives: money.
Octopus Group doesn't just talk about entrepreneurship, the group enables it. Springboard, a program open to anyone however junior or senior, lets people pitch an idea to win funding. A number of businesses have been started this way, founded by former Octopus employees.
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.
We believe in equal financial education for everybody, no matter their background. The same goes for opportunities within our team. 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, or disability status.
If you require support completing your application please contact [email protected]
Skills Required
- Proven track record in a closing sales role, ideally in a startup or fast-moving environment
- Ability to diagnose customer problems before presenting a solution
- Comfort working in ambiguity and building processes without an established playbook
- Ability to think on your feet and adapt during conversations or deals
- High-urgency approach with sound prioritization and judgment
- Strong interpersonal instincts and ability to quickly read and adjust to situations
- Experience selling into multi-stakeholder sales cycles
- Experience selling to HR buyers in the workplace
- Track record as a top-performing salesperson
- Experience selling a category-creating or emerging product
What We Do
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.
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