At Seccl, we’re on a mission to rebuild the infrastructure of investments and advice. We provide the technology that allows people to access financial markets – buying and selling investments, and holding them in tax wrappers like ISAs and pensions.
Our software allows ambitious fintechs to quickly get to market with innovative investment or advice products – and helps financial advisers and investment managers to build stronger, more valuable businesses, by operating their own investment platform.
Ultimately, we want to create a world where everybody can access the financial markets, or find the help they need, more easily and affordably than ever.
We recently became part of the Octopus Group – an innovative, £9bn+ group of companies that’s on a mission to breathe new life into energy and financial services, and improve the lives of millions of people.
We have an exciting opportunity for an ambitious, empathetic and talented ‘people person’ to join our small dynamic team as customer success account executive.
Supporting the customer success lead you’ll be helping new clients get to grips with our technology, and supporting existing ones with an exceptional ongoing service – one that people will remember and recommend us for. We are looking for someone who will be the internal advocate for our clients, ensuring their voices (or issues) are put forward and resolved.
On a day-to-day level, you’ll…
Handle queries of all types from clients. This will include both answering inbound telephone queries, and triaging and responding to inbound email queries within accepted SLAs, and will span:
Generating MI and reporting analytics – for example identifying recurring issues and feature requests and monitoring trends in response time, volume of queries etc.
Reviewing the operational workflow and suggesting process improvements where relevant
Thinking of new and unexpected ways to ‘wow’ our customers
You’ll be someone who’s…
We’re a team that of ambitious, talented, and creative people who are passionate about using technology to improve our financial world.
We have a positive, open environment that promotes fresh ideas, challenge and experimentation, and encourages continual learning. We provide flexible working that focusses on delivery rather than just focusing on hours worked.
We’re based in the historic City of Bath, just 30 seconds walk from the train station. We’re not kidding. We also have access to the Octopus Investments’ office in London.
Just send your CV to firstname.lastname@example.org and one of our team, will be in touch.