Account manager

Hybrid with 2-3 days a week in our London office About Us Seccl is the Octopus-owned embedded investment platform that’s on a mission to helping more people to invest – and invest well.

We’re B-Corp certified with an amazing product-market fit, impressive early traction and the potential to transform an outdated industry, for the better. We’ve been growing fast and will scale even faster over the next few years.

We’re also proud to be part of Octopus, the £multi billion group that’s on a mission to breathe new life into broken industries, through companies like Octopus Energy, Octopus Investments and Octopus Money.

Check out the Seccl website for the latest on our products and our mission to shape the future of investments.

The role We’re looking for an Account manager to join our team. Reporting into the Head of account management, you’ll work closely with teams across Customer support, Launch, Product and Commercial to manage and grow relationships with our customer firms, acting as a trusted commercial partner to senior stakeholders across their business. As we continue to scale and support the evolving needs of the advice and fintech market, this is an exciting opportunity to play a key role in delivering a market-leading customer experience and helping firms achieve their growth ambitions through Seccl.

Our team is a collaborative and customer-focused group, working closely with firms to help them realise the full value of our platform and capabilities. The team sits at the heart of our growth strategy, combining relationship management, commercial thinking and deep industry knowledge to deliver exceptional outcomes for our customers. You’ll play a key role in strengthening long-term partnerships, driving adoption of new features and helping shape the future experience we provide to firms across the market.

On a typical day you will be…

• Owning and managing a portfolio of complex customer accounts, building trusted relationships with senior stakeholders across commercial, operational and leadership teams
• Developing strategic account plans that align customer growth objectives, operational priorities and our commercial goals
• Driving adoption of new platform features and capabilities
• Running regular business and governance reviews with confidence, using insight and performance data to drive clear actions and decisions
• Tracking and identifying risks and growth opportunities including renewals, cross sell and upsell opportunities - balancing customer needs, commercial priorities and long-term partnership goals
• Supporting customers through incidents, escalations and ambiguous situations with calm, clear and commercially aware communication
• Collaborating cross-functionally with Product, Launch, Customer Support and wider Commercial teams to deliver a seamless customer experience
• Acting as the voice of the customer by sharing feedback, identifying opportunities and helping shape future improvements

This role’s for you if…

• You have proven experience managing complex B2B customer relationships, ideally within advice, platform, fintech or financial services technology
• You’re comfortable building trust with and influencing senior stakeholders and acting as a strategic partner, including when priorities are unclear or conversations are sensitive
• You have strong commercial awareness and experience identifying growth opportunities within customer accounts
• You’re comfortable working with ambiguity, using judgement to create structure, make progress and bring others with you
• You’re comfortable using data and insights to inform account planning and decision making
• You’re proactive about your own development and progression, and you’re motivated by ownership rather than waiting for direction
• You’re confident handling complex queries and sensitive situations with professionalism and empathy
• You have an understanding of the regulatory environment, including Consumer Duty and its impact on customers
• You can explain technical concepts, including APIs and integrations, in a clear and practical way

This role isn’t for you if…

• You rely on a lot of top-down direction. Here, you’ll have a lot of freedom and ownership of your role, and you’ll be expected to shape your own progression
• You’re not comfortable working in a fast-paced environment. Our speed and scalability are what set us apart; you need to be able to act quickly and think…