
Beam · Remote USA
At Beam, you get to do work that matters for the world. We’re solving the world's toughest social problems with an incredible team, tech and AI. And we’re growi...
At Beam, you get to do work that matters for the world. We’re solving the world's toughest social problems with an incredible
team, tech and AI. And we’re growing fast 🚀
It’s not easy. Nothing worth doing ever is.
Join a company at the forefront of social impact, driving first-of-its-kind positive change. You’ll be part of a high-performance
culture where you'll make a huge impact, rapidly progress your career, and truly enjoy your work.
From top-tier coaching and personal development budgets to competitive salaries, we take care of everyone who works at Beam.
We’ve already seen incredible growth from our Beam Notes product, helping frontline workers save over 8 hours of admin per week.
From social workers and NHS clinicians to mental health practitioners and safeguarding specialists, nearly 100,000 frontline
workers across the UK, US and Australia are now using Beam Notes regularly to deliver faster, more human-centred support.
We’re seeking a passionate and driven Customer Success Manager to champion Beam's exciting expansion into the United States with
our innovative platform, Beam Notes. Working closely with an elite team and the CEO, this pivotal role will be instrumental in
ensuring the success and growth of our initial US partnerships, establishing our impact, and directly contributing to our
ambitious journey. You will be at the forefront of ensuring our US partners realize the full value of Beam Notes, fostering strong
relationships and driving adoption within key accounts.
Beam Notes is an AI-powered tool, already used and loved by thousands of frontline caseworkers in the UK, designed to
significantly reduce administrative burden for frontline workers across various fields. This is a hands-on and high-impact role
where you will be responsible for onboarding new partners, driving product adoption, project managing delivery and identifying
opportunities for growth. You’ll be crucial in validating our impact in the US and building the foundation for long-term
partnerships, all while helping the frontline care sector drastically improve its delivery of care.
smooth and effective implementation of Beam Notes.
users
workers to senior leadership, product feedback to training, you’ll be in the details which matter.
clear, concise updates and reports, you’ll be showcasing how impactful our partnerships can be.
proposals, and working with leadership to secure long term contracts, expansion and renewals.
share critical learnings to inform both our product development and wider go-to-market strategy.
market.
levels, fostering strong connections.
ideas clearly and delivering engaging presentations
solving problems before the customer even knows they have one to finding new ways to surprise and delight
willing to roll up your sleeves and dive in to deliver an outstanding customer experience
adapt quickly.
sector.
We have a four-stage interview process, giving you plenty of time to learn about Beam while we get to know you.
1. A 30-minute call with a member of our talent team
2. A take-home task
3. A roleplay/presentation with members of the team
4. Individual final interviews with Beam’s CEO, Alex and CCO, Rachel
Our team of 200+ embraces a hybrid working approach, enjoying 2-3 days of vibrant collaboration in our beautiful Shoreditch
co-working space, fully equipped with rooftop views, an onsite barista and kitted out gym.
We’ve picked up an armful of awards for our work, including one from our former Queen. We've also been named by WIRED as one of
London's 10 hottest startups and by LinkedIn as a Top 15 UK Startup. Meanwhile, we've been covered in the media literally
thousands of times, including the likes of The FT, BBC, TechCrunch, Forbes and The Guardian.
We’re also proud to be backed by some of the world's leading tech investors and entrepreneurs, including the founders of
Booking.com, Calm, Shazam and Dropbox.
Start your journey to a more impactful career today. We're excited to hear from you.
Beam is committed to fostering an inclusive, diverse, and supportive work environment for all employees. This policy extends to
our hiring practices.
We recognise that some candidates may need additional support during their hiring process to give them the best chance of being a
success. To ensure that all candidates have an equitable opportunity during their process, we are committed to providing
reasonable adjustments where required.
If you require a reasonable adjustment to be made during your process, please let your Talent Partner know. We encourage you to
share this information, but there is no obligation to do so.
Please be reassured that any reasonable adjustment requests will not be taken into account when making a decision about your
candidacy.
At Beam, you get to do work that matters for the world. We’re solving the world's toughest social problems with an incredible team, tech and AI. And we’re growing fast 🚀 It’s not easy. Nothing worth doing ever is. Join a company at the forefront of social impact, driving first-of-its-kind positive change. You’ll be part of a high-performance culture where you'll make a huge impact, rapidly progress your career, and truly enjoy your work. From top-tier coaching and personal development budgets to competitive salaries, we take care of everyone who works at Beam. We’ve already seen incredible growth from our Beam Notes product, helping frontline workers save over 8 hours of admin per week. From social workers and NHS clinicians to mental health practitioners and safeguarding specialists, nearly 100,000 frontline workers across the UK, US and Australia are now using Beam Notes regularly to deliver faster, more human-centred support. ABOUT THE ROLE This is the step up you've been working towards: your first full 360 sales role, joining Beam's US team while it's still small enough that your wins shape the story. If you've been generating pipeline for someone else to close, or supporting accounts without owning the number, this is your chance to run the whole cycle yourself. Beam Notes has already proven itself with over 100,000 frontline workers, and now the race is on to scale in the US. You'll work in a high-performance sales team, closing your own deals end to end for a product that frontline workers genuinely love. Every deal you close makes a real impact on people's lives - empowering frontline workers to give people the support they need, when and how they need it. Every quarter, you'll be measurably better at this job than the last. YOU'LL BE * Owning and closing your own deals: Running the full sales cycle end to end: prospecting, discovery, demo, proposal, negotiation and signature. This is a closing role with its own revenue target, not a hand-off role. * Building your pipeline: Independently researching prospects, initiating contact, and maintaining a high volume of quality discovery meetings to feed a pipeline you convert yourself. * Running deep discovery: Leading discovery sessions that move beyond surface-level features to uncover real operational pain, and turning that pain into a business case. * Engaging multi-stakeholder environments: Building trust with a diverse range of stakeholders, from frontline practitioners to service leaders, and driving them to a decision. * Collaborating on solutions: Working hand-in-hand with our Product and Customer Success teams to design impactful trials and proposals that ensure long-term value. * Refining the playbook: Bringing fresh insights from your daily conversations to help us sharpen our messaging and improve our outreach strategy. * Reporting and tracking progress: Maintaining accurate records in HubSpot to enable reliable forecasting and performance analysis. YOU'LL HAVE * Commercial experience: 1-2 years in B2B sales/in a BDR role, you may be stepping up from a BDR/SDR or junior closing role, and you're ready to carry your own number (bonus if you've worked in SaaS). * Exceptional drive and resilience: You are results-driven, persistent in the face of challenges, and possess a strong self-starter mentality. * Natural relationship-building skills: You build trust and rapport quickly, and you listen more than you speak. * A fast learner who loves feedback: You won’t know everything on day one and that’s fine. What matters is that you pick things up quickly, ask for input early and get visibly better every month. * Curiosity and structure: You ask sharp questions and enjoy problem solving. You can take a complex problem and break it down into clear, actionable steps. * Top-class communication skills: You are clear, compelling and persuasive, whether writing a follow-up email or presenting to a room of stakeholders. * A mission-driven mindset: You are fundamentally motivated by doing work that delivers tangible, positive real-world impact. BONUS POINTS FOR: * Experience in a fast-paced startup environment * Experience working with or selling into the SLED or Healthcare space SUCCESS LOOKS LIKE: * Closing your first deals within your opening months, with coaching from senior leadership on live opportunities * Consistently hitting your revenue target through a pipeline you built and converted yourself * Converting prospects into long-term partners set up for transformative success * Continuously sharpening your discovery, negotiation and closing skills, and taking on larger, more complex deals over time APPLICATION PROCESS We have a four-stage interview process, giving you plenty of time to learn about Beam while we get to know you. 1. A screening call with a member of the talent team 2. A scenario-based exercise/interview with our Head of GTM 3. A live role-play exercise with the hiring manager 4. A final round interview with Beam's CEO, Alex We are accepting rolling applications for this role, with no fixed close date. PERKS * Healthcare plan * 401k * Access to therapy, coaching, classes and content, powered by Oliva * Your own financial well-being coach, through Bippit * Generous holiday: 23 days, including 3 days over the Christmas period + US public holidays * Eligible for a 6-week sabbatical after 3 years in service * Enhanced parental leave: Primary Caregiver leave is two weeks above the State minimum, and Secondary Caregiver leave is 2 weeks * $270 WellBeam budget for activities enhancing wellbeing and professional development * WFH equipment budget: up to $400 allowance to be used on workstation equipment (monitor, desk, keyboard, mouse, etc) * Free subscription to the Calm meditation app ABOUT BEAM Our team of 200+ embraces a hybrid working approach, enjoying 2-3 days of vibrant collaboration in our beautiful Shoreditch co-working space, fully equipped with rooftop views, an onsite barista and kitted out gym. We’ve picked up an armful of awards for our work, including one from our former Queen. We've also been named by WIRED as one of London's 10 hottest startups and by LinkedIn as a Top 15 UK Startup. Meanwhile, we've been covered in the media literally thousands of times, including the likes of The FT, BBC, TechCrunch, Forbes and The Guardian. We’re also proud to be backed by some of the world's leading tech investors and entrepreneurs, including the founders of Booking.com, Calm, Shazam and Dropbox. Start your journey to a more impactful career today. We're excited to hear from you. Reasonable adjustments: Beam is committed to fostering an inclusive, diverse, and supportive work environment for all employees. This policy extends to our hiring practices. We recognise that some candidates may need additional support during their hiring process to give them the best chance of being a success. To ensure that all candidates have an equitable opportunity during their process, we are committed to providing reasonable adjustments where required. If you require a reasonable adjustment to be made during your process, please let your Talent Partner know. We encourage you to share this information, but there is no obligation to do so. Please be reassured that any reasonable adjustment requests will not be taken into account when making a decision about your candidacy.
At Beam, you get to do work that matters for the world. We’re solving the world's toughest social problems with an incredible team, tech and AI. And we’re growing fast 🚀 It’s not easy. Nothing worth doing ever is. Join a company at the forefront of social impact, driving first-of-its-kind positive change. You’ll be part of a high-performance culture where you'll make a huge impact, rapidly progress your career, and truly enjoy your work. From top-tier coaching and personal development budgets to competitive salaries, we take care of everyone who works at Beam. We’ve already seen incredible growth from our Beam Notes product, helping frontline workers save over 8 hours of admin per week. From social workers and NHS clinicians to mental health practitioners and safeguarding specialists, nearly 100,000 frontline workers across the UK, US and Australia are now using Beam Notes regularly to deliver faster, more human-centred support. ABOUT THE ROLE We're seeking a highly driven and results-oriented Senior Account Executive to power Beam's expansion in the US with our flagship platform, Beam Notes. Working in an elite team directly with some of the most senior salespeople at Beam, this pivotal role will be instrumental in driving our growth in the US: securing landmark partnerships, establishing our impact, and directly contributing to our ambitious scaling journey. You will be at the forefront of bringing Beam Notes to key sectors, selling into state and local government and not-for-profits initially, and opening new verticals as time goes on. Beam Notes is an AI-powered tool, already used and loved by over 100,000 frontline workers, designed to dramatically reduce the administrative burden on the people delivering care. This is a hands-on, high-impact role where you will be responsible for the entire sales cycle, from initial outreach to closing deals, with real autonomy to test, refine and document the go-to-market motion as you go. You've done this before at a high-growth startup: built pipeline from nothing, closed new logos without a mature brand or playbook behind you, and left the sales motion better than you found it. YOU'LL BE * Executing our go-to-market strategy: Taking ownership of your market and driving the sales motion within it, testing, validating and deepening product-market fit in the US. * Building and owning your pipeline: Independently identifying, engaging and nurturing prospects to build a robust, probability-weighted pipeline against ambitious sales targets. * Closing deals: Presenting the value proposition of Beam Notes, negotiating terms and closing deals with key decision-makers, including multi-stakeholder deals with longer, more complex cycles. * Cultivating strong relationships: Building trust with stakeholders at all levels of prospect organizations, from frontline leads to executives. * Building the playbook: Systematically testing, learning and documenting the strategies, messaging and processes that let us repeat and scale success. Your insights become the foundation others sell from. * Providing market feedback: Relaying insight from the US market to the product and leadership teams to inform product development and market strategy. * Reporting and tracking progress: Maintaining accurate records in HubSpot to enable accurate forecasting and performance analysis. YOU'LL HAVE * A track record of closing new logos at VC-backed startups: You've carried a quota and won net-new business in a high-growth, early-stage environment, where you generated your own pipeline and closed without the air cover of an established brand or a finished playbook. * Exceptional drive and resilience: You are exceptionally results-driven, persistent in the face of challenges, and possess a strong self-starter mentality. * An entrepreneurial builder's mindset: You excel in ambiguity. You see a blank slate as an opportunity, and you have a knack for creative prospecting and pipeline generation. * Proven relationship-building skills: A natural ability to build rapport and establish trust with individuals at all levels, up to and including senior executives. * Top-class communication skills: Outstanding written and verbal communication, capable of articulating complex ideas clearly and persuasively. * A strategic mindset: You think strategically about market opportunities and develop effective approaches to engage potential partners. * A mission-driven ethos: You're motivated by more than commission: you want your work to have a tangible, positive impact on society. NICE TO HAVE * Experience working with or selling into the SLED or Healthcare space. * Familiarity with a structured sales methodology (e.g. MEDDPICC) as a tool for qualification and forecasting SUCCESS LOOKS LIKE * Consistently exceeding revenue targets through high-value, long-term partnerships * Building a strong, qualified and predictable pipeline in the US * Providing market insights that shape Beam's US strategy and product development * Creating and validating go-to-market playbook components that the wider sales team builds on APPLICATION PROCESS We have a four-stage interview process, giving you plenty of time to learn about Beam while we get to know you. 1. A screening call with a member of the talent team 2. A take-home task exercise 3. A live role-play exercise with the hiring manager 4. A final round interview with Beam's CEO, Alex and CCO, Rachel We are accepting rolling applications for this role, with no fixed close date. PERKS * Healthcare plan * 401k * Access to therapy, coaching, classes and content, powered by Oliva * Your own financial well-being coach, through Bippit * Generous holiday: 23 days, including 3 days over the Christmas period + US public holidays * Eligible for a 6-week sabbatical after 3 years in service * Enhanced parental leave: Primary Caregiver leave is two weeks above the State minimum, and Secondary Caregiver leave is 2 weeks * $270 WellBeam budget for activities enhancing wellbeing and professional development * WFH equipment budget: up to $400 allowance to be used on workstation equipment (monitor, desk, keyboard, mouse, etc) * Free subscription to the Calm meditation app ABOUT BEAM Our team of 200+ embraces a hybrid working approach, enjoying 2-3 days of vibrant collaboration in our beautiful Shoreditch co-working space, fully equipped with rooftop views, an onsite barista and kitted out gym. We’ve picked up an armful of awards for our work, including one from our former Queen. We've also been named by WIRED as one of London's 10 hottest startups and by LinkedIn as a Top 15 UK Startup. Meanwhile, we've been covered in the media literally thousands of times, including the likes of The FT, BBC, TechCrunch, Forbes and The Guardian. We’re also proud to be backed by some of the world's leading tech investors and entrepreneurs, including the founders of Booking.com, Calm, Shazam and Dropbox. Start your journey to a more impactful career today. We're excited to hear from you. Reasonable adjustments: Beam is committed to fostering an inclusive, diverse, and supportive work environment for all employees. This policy extends to our hiring practices. We recognise that some candidates may need additional support during their hiring process to give them the best chance of being a success. To ensure that all candidates have an equitable opportunity during their process, we are committed to providing reasonable adjustments where required. If you require a reasonable adjustment to be made during your process, please let your Talent Partner know. We encourage you to share this information, but there is no obligation to do so. Please be reassured that any reasonable adjustment requests will not be taken into account when making a decision about your candidacy.
THE COMPANY We're Octopus Legacy: one of the fastest-growing tech companies in the country, part of the UK's most exciting and best-trusted group, and 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 our customers prepare for, and find support after, death. We can't do it alone, and that's why we're assembling a team of top performers to build with us. Ready to be part of something big? THE ROLE Our Customer Success team are the single point of contact for customers after a death, guiding them from the very first bereavement call through to the administration of the estate. We're standing this team up now, ahead of the technology build, and we need someone to run it and shape it. As the Customer Success Manager, you'll own the day-to-day running, performance and development of our founding customer success team. You'll bring people together from across New Business and our bereavement support line into one team, make sure they're set up to give customers an exceptional experience while hitting their targets, split work sensibly across the day, coach people to do their best, and keep the team motivated through a period of real change and growth. The Customer Success model is new and still being shaped: the journey, the touchpoints, the targets, and the software around it. There will be ambiguity and a lot of moving parts. Your job is to thrive in that, bringing operational structure, calm and momentum, and helping your team feel supported and reassured as we shape the role and its tooling together. KEY RESPONSIBILITIES * Stand up and run the team: bring the probate sales and our bereavement support line together into one customer success team, and own its day-to-day, splitting work sensibly across the bereavement call, concierge, the probate quote, onboarding and executor support, and adjusting as priorities shift through the day. * Build the structure and ways of working: design the processes, playbooks and rotas for a role that is still being shaped, and keep them evolving as we learn what works. * Own performance against targets: ensure the team consistently hits KPIs across our operational excellence, customer experience and estate administration targets, keeping support-quality measures separate from conversion, spotting trends early and acting on them. * Coach and develop: run regular 1-1s that build trust and give honest feedback, set lower performers clear and supportive plans to improve, and stretch everyone to do their best work in line with our values. * Help us hire and scale: build the team ahead of the climb in volumes, playing an active role in bringing new hires in, from interviewing through to selection and onboarding. * Shape the software around the role: work with Tech and Product on the apps we are bringing into Ollie now, and on the unified CRM that will let the team take the journey end-to-end, feeding in the features your team needs most. WHO ARE YOU? * Deeply empathetic: you never lose sight of the person behind the case, and you build a team that holds that same care for every grieving customer. * An experienced people leader who has run, coached and grown a team, ideally in customer success, sales, advisory or a similarly fast-paced environment. * An operator at heart who thrives in ambiguity and chaos, and instinctively brings structure, process and momentum where there isn't yet any. * Someone who gets the best out of others: motivating high performers and patiently lifting those who are finding it harder. * Comfortable with numbers and targets, able to read team performance data and turn it into action. * Calm and clear under pressure, especially when conversations, with grieving customers or your team, are tough or emotional. * Organised and decisive, able to juggle competing priorities and make quick calls on workload and cover. * Commercially aware, with a genuine instinct for what's right for the customer. * Comfortable building in the open: happy to shape a role and its tooling as you go, and to change course as we learn. * A team player who leads with kindness and genuinely cares about doing meaningful work. What success looks like * One advisor per customer. The single-point-of-contact model holds - customers no longer get passed between people across their journey. * Top-of-business service quality: Develop a team with clear targets including CSAT 4.9+, complaints under 1%, 90% first-contact resolution and the personalised plan delivered within 2 hours of the call. * Launching a new team: This role requires an individual to launch a completely new team which will in turn transform the way estate administration is dealt with across the UK. Think setting up new processes, defining structure and reporting directly to the senior team. * Scales without quality dropping: developing team onboarding plans and structured growth programmes to ensure the team scales at a rapid pace while maintaining quality * Launching a CRM: We're currently building our own CRM. This role requires close work with both the tech and operation teams to ensure the smooth launch while continually identifying areas to improve this. * Bringing AI to the forefront: We're an AI Led tech business. Successful use of AI will be a key part of within this role, helping us scale quicker and deliver a better customer experience WHY YOU'LL LOVE IT HERE * As a customer-first company, the customer success team is our most critical function for meeting our growth goals, so the work you and your team do sits right at the heart of the business. * We're part of a group that believes work should mean something. You'll be trusted to do what's right, supported to grow, and encouraged to shape the way we work. * You'll be part of a team you can truly count on, colleagues who support each other and put customers first, every day. * You'll be building something from the ground up, helping define what great leadership looks like in our founding customer success team. * A fast-growing business with real room to learn, grow and influence change. * Competitive package, great benefits and clear opportunities to progress. 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, letting people share more than money: voice notes, music, recipes. A legacy that connects them while they're here, and after they'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. 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 * Octopus share incentive scheme. * 27 days holiday + an extra day off for your birthday. * Work from anywhere in the world for up to 4 weeks per year. * Vitality Health & Life Insurance. * Pension scheme. * Enhanced parental leave. * Free Will & LPAs + discounts on other Octopus services. * Cycle to Work Scheme and access to the Electric Vehicle (EV) Salary Sacrifice Scheme. * Octopus Giving: we match any charitable fundraising you do up to £500. * Octopus Springboard: where we help our employees become fully-fledged entrepreneurs. * Dog-friendly office, breakfast every day, snacks and wellness activities. We know that to be truly innovative we need a diverse team around us. That's why Octopus Legacy is committed to creating an inclusive environment and is proud to be an equal opportunity employer.