Account Manager

🕒 May 14

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Seccl

WebsiteLinkedInAll Job Openings

51 - 200 employees

💳 Fintech

☁️ SaaS

🤝 B2B

Fintech • SaaS • B2B

Seccl is an API-first, embedded investment platform and regulated custody provider that enables businesses to launch, operate and scale digital investment propositions. It offers custody and automated operations, developer-friendly APIs, no-code professional and client portals, and digital tax wrappers (ISA, JISA, SIPP) to financial advisers, adviser-tech providers, neobanks and fintechs. Seccl is part of the Octopus group and emphasizes scalable, low-cost investment infrastructure and compliance as a service.

📋 Description

• 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

🎯 Requirements

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

🏖️ Benefits

• 27 days holiday + bank holidays (some can be flexible) + day off on your birthday + three days (full time) per year for Dependant leave • Two volunteering days per year • Option to work abroad for up to six weeks a year • Secclbrate - our recognition programme that offers a mix of flexible rewards including extra pay, additional holiday and increased learning budget • Length of service award – one month paid sabbatical at eight years • 6% employer pension contribution, and life assurance • Private medical insurance with AXA Health • Enhanced Parental leave • MacBook and up to £500 home office set up budget • £750 per person learning budget • Health and wellbeing initiatives including free therapy via Wellness Cloud, mental health support via Headspace • Strong financial wellbeing focus including access to Octopus Money, Octopus Share Incentive Plan and will writing offering via Octopus Legacy • Perkbox – Flexi-points giving you a range of discounts and perks including free weekly coffee, gym and retail discounts • Access to initiatives like Cycle to Work and Octopus Electric Vehicle Leasing