or apply directly on Octopus Money's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 19 days Octopus Money's roles stay open a median of 37 days
- Reposted
- No
- Salary listed
- No 0% of Octopus Money's roles list one
- Ghost-job risk at Octopus Money
- moderate 2 stale, 1 reposted of 7 open
- Hiring momentum
- 10 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from Octopus Money's own greenhouse board since 2026-08-03. Full hiring picture for Octopus Money.
About this role
As a Customer Success Executive at Octopus Money, you will support the onboarding and ongoing relationship management of employer clients, ensuring they receive value from financial wellbeing benefits. Your role will involve managing multiple projects, analyzing customer success metrics, and building engaging campaigns to promote the service among employees. You will collaborate closely with the Customer Success Lead and the wider Commercial team to enhance the client experience and address any inquiries or complaints.
- benefits
- 5/5
- freshness
- 4/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Octopus Money as an employer.
What you need
- 1+ years' experience in a customer-facing role
- Experience managing multiple projects simultaneously
- Confident analysing and interpreting data using Excel / Google Sheets
- A genuine desire to help people
- Customer obsession
- Ability to build relationships that stick
Nice to have
- Some exposure to CRM or CS tools (e.g. HubSpot, Salesforce, Intercom)
- A challenger mindset
- A passion for making the world of personal finance more accessible
What you get
- Starting salary of £30,000–£40,000 depending on experience
- Hybrid working with 3 days in the office each week (Tuesday - Thursday)
- 18 days a year working from anywhere (for non regulated roles)
- Performance-based bonus
- Company pension
- Private medical insurance
Worth weighing
- No specific details on career advancement opportunities
- Salary range provided but no specific performance metrics for bonuses mentioned
- Role involves managing multiple projects in a fast-paced environment, which may be challenging for some candidates
Summarised from Octopus Money's posting. Read the full original.
Listed by Octopus Money on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
More roles at Octopus Money
- Customer Outcomes ManagerHolborn, London UK
- Head of Personal FinanceHolborn, London