Sales Development Representative

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At Octopus Money we are on a mission to help millions of people take their first steps towards their financial dreams. Our sales team is at the forefront and the SDR role forms an essential part of our success. The opportunity goes beyond your traditional sales development role that is limited to booking meetings. Although this is essential, you’ll also have a voice and be expected to work outside your lane. If you’re a bold, tenacious sales person who relishes the chance to tackle the most challenging of calls, we’d love to hear from you. 

About Octopus Money

At Octopus Money, we’re on a mission to make money advice accessible to all – because the right advice can turn your life dreams into reality.

The facts are alarming: half of Brits reach retirement age without enough money to live the life they want, financial stress is a leading cause of poor mental health and only 8% of us have access to 1-to-1 advice.

There’s plenty of information out there, but most of us just wish that someone we trust would tell us what to do with our money!

With Octopus, you get a personalised plan and a friendly expert to help you make it happen. We combine advisers, coaches and technology to understand your situation and recommend the right steps for your savings, investments, pensions and more. Then, we make it easy to invest in a custom portfolio, managed by experts.

We believe everyone deserves personal, 1-to-1 advice with their money.

The role and opportunity 

As a SDR you will be working closely with our Account Executives and Sales Manager to plan and execute outreach campaigns to get in front of the most relevant UK based prospects. This role will allow you to be creative and collaborate with the marketing team to multi-thread and create awareness within our target accounts.

Day to day responsibilities:

• Research, plan and execute multi-threaded outreach campaigns to companies predominantly over 5,000 employees
• Relish getting on the phone; it will be second nature to you and you’ll be holding freeflowing, intelligent conversations with our prospects about what’s happening in their world
• Be a natural networker and comfortable having great conversations face to face
• Develop and implement highly tailored and creative campaigns that align to our buying motivators and include thoughtful and innovative content
• Use a variety of communication methods including video, email, LinkedIn, direct mail and crucially, phone to reach prospects and book discovery calls
• Maintain support for AEs post-discovery by networking, multi-threading and doing what it takes to qualify opportunities
• Help formulate our strategy to grow our customer base of enterprise businesses
• Collaborate with the Account Executives and Marketing team to plan tailored events for our prospective clients
• Attend networking events and build relationships with prospective clients
• Record all activity accurately on CRM and take pride in pipeline hygiene
• Establish a network within the HR and benefits space 
• Support the Sales Manager and Partnerships Lead with maintaining partner relationships and ensure a steady flow of opportunities

About You

Bold, tenacious, fearless
Sales can be tough. We need someone who can face challenges head on, won’t shy away from making those difficult calls and be brave when encountering objections. When you experience a setback, you must be determined to overcome it.

Be an expert in our proposition
We don’t expect this from day one, but once you’re up and running you’ll need to be able to hold intelligent conversations with senior stakeholders about the landscape and the challenges they face. You’ll need to become an industry expert in record time!

Add to our culture of collaboration
We’ve built a great team and you’ll need to work with others from across the business to identify problems, agree solutions and implement changes. If you’re a lone wolf, this won't be the right environment for you. 

Goal driven and not afraid to get stuck in
We like to set ambitious goals and find creative ways to hit them, even if that means rolling up our sleeves and doing manual tasks before we’ve managed to fully automate them. You should have a bias towards action and getting things done.

Good sales hygiene
Being organised, being able to multi-task and set out a plan to reach your goals is essential. Leveraging our CRM and our wider tech stack is critical to success. Familiarity with our tech stack would be useful- Hubspot, Apollo, SalesNavigator, G-Suite. 

About you

• 1+ years of experience as a Sales Development Representative (SDR) in the SMB, Mid-Market, and/or Enterprise segments
• Strong verbal and written communication skills
• Structured, organised, capable of multi-tasking and highly driven
• Proven experience of deeply researching prospects and personalising your outreach
• Great storyteller and able to captivate an audience
• Adept at using a variety of communication methods and relish the chance to get on the phones
• Ability to construct and implement multi-step, multi-touch prospecting sequences with creative content

Nice to have (but not necessary)

• Experience selling towards HR and Benefit/Reward teams
• Experience with Hubspot, Apollo, Sales Navigator, G-Suite
  
  

In return for your contribution we offer a base salary of £37,500 - £40,000 DOE + up to 50% OTE + benefits

Please note, as a regulated business we are required to run background checks for all employees which covers adverse financial and unspent convictions. These will only take place upon a successful job offer.

About Octopus Group
Octopus is a group of companies which invests in the people, ideas and industries that will help to change the world. We collectively believe that the companies serving two of our most important needs – our financial wellbeing and our planet’s future – are failing. And we want that to change. We want everything we do, whether that’s in financial services or energy supply, to have a positive impact on the people it touches. The energy supply business - Octopus Energy is the #1 rated UK energy supply business, and the only one to be recommended by Which? three years in a row.

Perks & Benefits

Make a difference
We're on a mission to help millions of people improve their finances. Seeing the impact we can make on our client's lives is deeply rewarding, and motivates the whole team to keep doing more to improve our service. Our client feedback is extremely positive, with a rating of 4.8 out of 5 on Vouchedfor.

Flexible working
We currently operate a hybrid model which is a mix of office and remote. You'll have the option of working from home 2 days per week (Monday and Friday) with the remainder from our central London office in Holborn.

Work from anywhere
We give an 18 day work from anywhere allowance to swap out the on site days or take some time working from another country. NB - Due to compliance regulations this does not apply to individuals that give regulated financial advice.

Join a great team
We're a diverse team with decades of experience in financial services and a proven track record. We believe in treating everyone with transparency and respect.

Rapidly grow your career
We believe in hiring people who are better than us, and giving them opportunities to achieve great things. As we continue to scale up, there will be opportunities for ambitious new joiners to demonstrate their skills and take on bigger roles.

Share incentive plan and team bonus
Being part of Octopus we benefit from the group share incentive plan. In addition, for those who are not commission based we offer a team bonus provided we meet our team goals.

Pension, enhanced parental leave, private medical insurance & other perks
As an Octopus Money employee you'll get access to a company pension, enhanced parental leave, PMI, day off for your birthday and other benefits to make sure you're healthy and happy, now and in the future! 

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We believe in equal financial education for everybody, no matter their background.  We pride ourselves on building an inclusive working environment where diversity is celebrated.

We do not and never will discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

If you require support completing your application please contact Luke Stepney, Head of Talent at applications@octopusmoney.com