Charity Account Manager; FTC)

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?

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.

• 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
• 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

• 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

• Use data in every partner review: conversion rates, pledge rates, seasonality and supporter demographics to show impact and find…