The posting
The Company
We’re Octopus Legacy: one of the fastest growing tech companies in the country, and part of the UK’s most exciting and best trusted group. 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 individuals and organisations prepare for and find support after death.
But we can’t do it alone. That’s why we’re building a team of self starters, problem solvers and people who bring energy to everything they do.
Ready to be part of something big?
The Role
We’re looking for a Charity Account Manager to join us on a 12 month maternity cover contract. You’ll look after a portfolio of UK charity partners who offer our free will and legacy services to their supporters, making sure every partner gets real value from working with us and that each partnership grows over time.
You’ll own your partners from onboarding through to renewal: building strong relationships with legacy and fundraising teams, helping them get the most out of our campaigns, and spotting opportunities to upgrade their package or introduce new products. You’ll be the person they trust, and the person who knows their numbers.
This is a fixed term role so we need someone who can hit the ground running, picking up an established portfolio, getting to know partners quickly and keeping renewals and campaigns on track from day one.
You’ll be responsible for:
- Managing a portfolio of charity partners and driving successful renewals with low churn
- Hitting and exceeding quarterly renewal and upsell targets
- Growing contract value through package upgrades and multi-year agreements
- Selling our wider product range, such as LPAs, urgent and complex wills etc
- Driving partner activation and will volume across our Spring and Autumn campaigns
- Using data to show each partner the ROI and impact of our service
If you love building relationships, enjoy consultative selling, and want to do work that genuinely helps charities and the people who support them, this role is for you.
Key Responsibilities
Portfolio & Relationship Management
- Take ownership of an established portfolio of charity partners, building trusted relationships with key contacts and decision makers
- Run smooth onboarding and kick-off calls for new partners handed over from our New Business team
- Hold regular review meetings with partners to track performance, share insight and plan ahead
- Respond to partner enquiries within three working days, and keep partner records and correspondence well organised
- Spot at-risk partners early and increase engagement ahead of renewal dates
Renewals & Revenue Growth
- Deliver against quarterly renewal and upsell targets
- Identify high-potential partners and convert them to recurring, campaign and custom packages
- Grow contract value through package upgrades, multi-year agreements and wills-written thresholds
- Present and sell our wider products: including LPAs, urgent and complex wills, Legacy Boxes, legacy administration and custom supporter journeys
- Hold firm on price and articulate the value of our proposition clearly, balancing what’s right for both our partners and Octopus Legacy
- Keep pipeline and partner data in the CRM accurate and up to date
Campaigns & Partner Activation
- Support the planning and delivery of our Spring and Autumn campaigns, including signing partners up and preparing charity campaign packs
- Run campaign marketing sessions, mid campaign check ins and post campaign reviews with partners
- Prioritise partners with the largest reach to maximise will volume, following up where engagement is low
- Contribute ideas to improve how we activate partners and support them to promote their free will service
Data & Insight
- Use data in every partner review: conversion rates, pledge rates, seasonality and supporter demographics to show impact and find opportunities
- Build clear ROI cases that help partners see the value of their legacy programme
- Use portfolio data to identify upsell prospects and manage your pipeline
- Flag data issues or gaps to the wider team and help find solutions
Community, Events & Team Contribution
- Contribute to our Leg Up for Legacies community, helping create content that engages partners and prospects
- Support our programme of webinars and in-person events for the charity sector
- Share learnings and best practice with the wider partnerships team
- Work closely with Marketing, Product, Operations and Finance to deliver a great experience for partners and their supporters
Who Are You?
- Experienced in account management, client services or partnerships in a B2B setting
- A track record of hitting or exceeding renewal and upsell targets
- Confident running review meetings and building relationships with a large number of partners at once
- Strong consultative sales skills: you sell by understanding what each partner needs
- Commercially minded, comfortable holding firm on value and price while keeping relationships strong
- Data savvy: comfortable pulling insight from dashboards and spreadsheets and turning it into a clear story
- Highly organised and able to juggle a busy portfolio, campaigns and wider projects
- A strong communicator who builds trust quickly
- Able to get up to speed fast and make an impact within a 12-month contract
- Experience in the charity, legacy giving or fundraising sector is desirable but not essential – curiosity about the sector and motivation for purpose-driven work matter most
Our Mission
Octopus Legacy is the place to plan for death and find support after loss. When people think about planning for death they think about wills, life insurance and funerals. We take these cold processes and turn them into something more human. Share more than money: leave voice notes, music, recipes. Shape a legacy that connects you while you're here. And after you're gone.
Founded by Sam after his mum died suddenly, we’re a group of people who work in death because we’ve been affected by it. We know the difference a good plan makes, and what it’s like when there isn’t one.
Death can come between us, leaving mess, legal fees, frustration. But it can also make us stronger. We see a world where people talk openly about death, and work out the real meaning of legacy, one that connects to them. We’re here to make that world happen.
Benefits
- Flexible working: 3 days in the office (London Bridge) you can work remotely up to 2 days a week.
- Work from anywhere in the world for up to 4 weeks per year.
- An extra holiday day for your birthday.
- Life insurance, Health insurance, Will & LPAs.
- Octopus share incentive scheme.
- 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
