Account Manager, Employer Partnerships

The Company

We’re Octopus Legacy: one of the fastest growing tech companies in the country, part of the UK’s most exciting and best-trusted group (you may have heard of some of our sister companies…) and we have a mission.

We’re on a path to scale, aiming to become a household name while transforming a long-established industry and helping our customers prepare for, and find support after, death.

But we can’t do it alone, and that’s why we’re assembling a team of top performers to build with us.

Ready to be part of something big?

The Role

We’re looking for an Account Manager to be a founding member of our new Employer Partnerships team. In this role you’ll help us manage, grow, and deepen relationships with our employer partners, with a special focus on embedding our services into their employee benefits packages, and incorporating our new bereavement training offering. You’ll set the tone and direction for this new team, playing a key role in developing our Employer Partnerships strategy and in building out the team.

This role is the first of its kind for Octopus Legacy, to help us manage over 300+ employer accounts (and counting) in our portfolio. You’ll take ownership of some of these relationships, defining how we report, measure, and track performance, while spotting opportunities to expand value for both employers and Octopus Legacy.

Whether it’s guiding employees through bereavement or helping them to put plans in place for their estates, you’ll work hand-in-hand with People, HR and Benefits teams, and perks platforms, to embed Octopus Legacy’s services where they can make the most difference.

This is a chance to join our team at a pivotal growth moment, with the opportunity to help shape our proposition, build new processes, and be part of our ambition to build the biggest Employer Partnerships function in this space. 

Key Responsibilities:

• Manage a portfolio of employer and platform accounts, acting as the main point of contact for HR, People and Benefits teams.
• Define reporting structures, metrics, and tracking systems for employer performance and engagement.
• Identify opportunities for upselling, cross-selling, and adding value within accounts.
• Develop propositions that integrate Octopus Legacy services into employers’ benefits offerings.
• Play a major role in building and scaling the employer partnerships team.
• Use HubSpot to manage account activity, pipelines, and communications.

Who Are You?

• Experienced B2B Account Manager with a track record of working with HR, People, or Benefits teams.
• Skilled in building trusted, consultative relationships that lead to growth in revenue and value.
• Comfortable balancing account management with a commercial mindset, spotting sales opportunities without compromising service.
• Knowledgeable about Employee Assistance Programmes (EAPs) and benefits packages, or eager to get up to speed quickly.
• Proficient in using CRM tools such as HubSpot for managing accounts and pipelines.
• Collaborative and proactive, with the ability to work cross-functionally and build new processes from scratch.

Our Mission

In 2016 Sam’s mum died suddenly in a car accident. The experience that followed was overwhelming - with mountains of paperwork, sitting on hold and navigating financial stress. All at a time when he needed the space to navigate grief.

Death is difficult enough, without everything else that comes with it. Octopus Legacy was created to make the experience of losing someone easier for those left behind - so that they can focus on what matters.

Since then we have helped over 700,000 people plan for death and find support after a loss and are now the second largest estate planner in the UK.

When people think about planning for death they think about wills, life insurance and funerals. These small but mighty acts make a huge difference to the people we love. But why stop there?

We take these cold processes and turn them into something more human. We help customers share more than just money. Encouraging them to leave voice notes, music, recipes. So they can shape a legacy that connects them with the people they love while they’re here. And after they’re gone.

 

Benefits:

• Octopus share incentive scheme.
• Hybrid working (London Bridge).
• Flexible holiday + extra day off for your Birthday.
• Work from anywhere in the world for up to 4 weeks per year.
• Vitality Health & Life Insurance. 
• Pension scheme.
• Enhanced parental leave.
• Free Will & LPAs + discounts on other Octopus services.
• 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.
• Dog friendly office.
• Breakfast every day, snacks and wellness activities.

 

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.