Founding Customer Experience Lead

Herdify

JOB DESCRIPTION About Herdify Herdify is a first-to-market B2B SaaS platform built on behavioural science, network science and complexity theory. Our technology predicts the collective behaviours of consumers, helping brands understand where real-world influence and word-of-mouth are already driving customer acquisition, retention and growth. Founded in the UK by ex-Microsoft and Cambridge and Bristol post-doc researchers, and advised by Rory Sutherland, Herdify brings together behavioural science, data and marketing technology to help brands find hidden opportunities for growth. We work with brands including Abel & Cole, MusicMagpie and Who Gives A Crap, as well as charities including the RSPCA, Crisis and The Salvation Army. We are now looking for a Customer Success & Growth Manager to own the customer relationship post-sale, helping our customers get more value from Herdify, whilst building the underlying operating model which will be able to support Herdify’s continued growth. The role  This is a hands-on, founding Customer Success and Growth role with a clear path to Head of Customer Success & Growth - including, in time, building a team to support them in delivering customer outcomes at scale. You will own a portfolio of customers - direct and via partners -and your job is to ensure customers are onboarded successfully; use the platform effectively; understand the value Herdify creates; and expand into additional use-cases. We believe that, wherever possible, everything we do for customers should ultimately be delivered through the product. That means this role will be influential in our product roadmap. You’ll work closely with our CPO and Co-founder contributing to what we build, when we build it, and how it helps customers get more value from Herdify. As a founding Customer Success & Growth role, it offers the opportunity to shape how Herdify supports, retains and grows customers as we scale. You'll own the customer relationship from implementation onwards, ensuring customers realise value quickly while identifying opportunities to deepen adoption, expand usage and maximise long-term customer value. Today, our post-sale customer journey comprises: 1. Customer Success: implementation, onboarding, usage, adoption and ongoing value delivery, including managing renewals.  2. Customer growth: helping customers and partners utilise Herdify across additional campaigns, channels, use cases and departments, turning it into a strategic insights platform. The right person will be able to have both conversations. They will be comfortable managing projects and deadlines, but also confident speaking to senior marketing, acquisition, fundraising and agency stakeholders about commercial outcomes, impact, and growth. In the first phase, this role is expected to be approximately 60% customer success (delivery, onboarding and adoption) and 40% growth (relationship management, account development and expansion).  Around 80% of the role will be supporting direct brand and charity customers, with 20% partner and agency collaboration alongside our Partner Manager. What you’ll be responsible for: Own customer delivery * Own the post-sale customer journey from handover through onboarding, adoption, ongoing impact and renewal preparation. * Orchestrate work and deadlines internally and externally between Sales, Data, Product and Customer teams to ensure a consistent customer experience. * Make sure customers understand the insights Herdify brings and how to act on it. * Identify risks early and create action plans to keep customers on track. * Gather customer feedback, testimonials and case study opportunities and liaise with Marketing and Product to action. Drive customer value and expansion * Help customers get more value from the Herdify platform over time. * Identify opportunities to expand into new use cases, campaigns, departments or regions. * Own renewals and expansion opportunities. * Build commercially led relationships with senior stakeholders, demonstrating the value of Herdify to their business. * Help customers understand how Herdify can support acquisition, retention, media planning, fundraising, local activation and wider strategic decisions. * Support agency and partner relationships where customer success depends on partner delivery. Shape the Customer Success function * Build the foundations of a repeatable CS/Growth operating model which can scale with Herdify’s growth; and once timing is right, help hire and manage the first team members * Collaborate with RevOps to create  * onboarding, adoption and customer health workflows * KPIs, reports and dashboards needed to surface and present CS and Growth data to Herdify’s leadership Be the voice of the customer in Product * Work closely with CPO to help identify and prioritise what should be improved, automated or delivered inside the platform, using structured customer/partner feedback * Surface manual tasks that could become product features to drive customer adoption and impact What success looks like: In the first 3 months * You understand Herdify’s product, proposition, customer base and delivery model. * You have taken ownership of the live customer portfolio. * Sales, Product and Data teams have a clearer view of customer health and delivery priorities. * You have started identifying expansion opportunities and customer risks. In the first 6 months * Customers have a clearer and more consistent onboarding and adoption experience. * CS reporting is in place and being shared with the leadership team. * There is a repeatable process for customer health, business reviews, renewals support and expansion identification. * You have helped Marketing to create stronger customer stories, testimonials and case studies * Herdify has a clear view of when and how to make the next CS hire. In the first 12 months * Herdify has a scalable Customer Success & Growth operating model. * Customer adoption, retention and expansion are being managed proactively. * The CS function has clearer KPIs, reporting and ownership. * The successful candidate is ready to step into a Head of Customer Success role as the team scales. YOUR PROFILE What we’re looking for You should be: * Excited by the idea of building a function, not just joining one. * Experienced in B2B SaaS Customer Success, ideally in MarTech, AdTech, marketing analytics, media, data or insight platforms. * Used to working with marketing, acquisition, media, fundraising or agency teams. * Comfortable managing multiple customers, projects and deadlines at once. * Action-oriented and comfortable with ambiguity. * Able to adapt your style to different customer types and seniority levels. * Commercially aware, with experience identifying expansion opportunities and building senior relationships. Nice to have * Experience in a first CS hire, founding CS or early-stage SaaS environment. * Experience working across both Customer Success and Account Management/Growth. * Experience with HubSpot CRM. * Experience building customer health scores, onboarding playbooks, QBR processes or CS reporting. * Experience hiring or managing junior CS team members. * Familiarity with marketing measurement, media planning, customer data, audience targeting or campaign performance. WHY US? Why join Herdify? This is a rare opportunity to join an early-stage SaaS company at the point where Customer Success becomes a core function. You will inherit active customer relationships and real expansion opportunities, but you will also have the space to design how CS works. You will also be joining a business backed by serious behavioural science thinking, with Rory Sutherland as an advisor and a product built around a new understanding of how consumer behaviour spreads in the real world. If you are a strong Senior CSM or CS Lead who wants to move towards Head of Customer Success, this is an incredibly rare chance to earn that progression by building the function, shaping the customer journey and helping define a new category in behavioural science-led marketing technology. WHAT YOU GET Benefits * Stock options * 25 days’ annual leave plus public holidays * Pension scheme * Annual training allowance * Choice of laptop, monitor and high-quality kit * Hybrid working across office, home, client and partner sites * The opportunity to shape a first-to-market category and build the Customer Success function from the ground up

Octopus Legacy

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 (you may have heard of some of our sister companies…) 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. But 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 As a Customer Success Specialist at Octopus Legacy (internally known as ‘Legacy Specialist’), you’ll guide people through some of the most meaningful decisions of their lives - and help them feel calm, confident and supported at every step. You’ll be the first voice our customers hear, the trusted advisor who explains their options clearly, and the problem-solver who ensures everything runs smoothly from the very first conversation to the final document. You’ll blend empathy with commercial awareness: supporting people during emotional moments while helping them choose the services that genuinely meet their needs. We want to be honest -  it won’t be easy. You’ll be speaking to people at difficult and emotional moments in their lives, often when they need guidance and reassurance the most. You’ll sometimes deal with complexity, high emotion, and situations where you’re holding space for someone who really needs support. It takes resilience, calm under pressure, and the ability to stay warm and clear even when conversations are tough. But if you’re someone who finds purpose in helping people when it matters most - and you thrive in a fast-paced, high-ownership environment - this role can be incredibly rewarding. You’ll have the freedom to be human - no scripts, no robotic call targets. With the right tools, trust, and training, you’ll take full ownership of the customer journey and spot opportunities to add value. At Octopus Legacy, how we work matters as much as what we do. As part of our founding Customer Success team, you’ll join at a pivotal time - helping us scale, shape the way we work, and deliver the best possible experience for our customers. Our values are simple: Customer-First. Work hard. Stay optimistic. Key Responsibilities: * Be the first point of contact for customers via phone, email, and chat - guiding them with clarity, warmth, and confidence. * Understand customer needs and recommend the right estate planning products and services. * Lead consultations, explain options clearly, and help customers make informed decisions. * Own the customer journey end-to-end - from initial enquiry to booking and document delivery - ensuring a seamless experience. * Hit and exceed personal and team targets for engagement, conversion, and customer satisfaction. * Keep accurate and confidential customer records. * Share insights and ideas to improve processes, resources, and the overall customer experience. * Collaborate across teams to drive efficiency and elevate service. * Bring energy, initiative, and a problem-solving mindset to help the team grow and succeed. Who Are You? * A compassionate communicator who builds trust easily - especially when conversations are tough. * Experience in sales, customer service, estate planning or other advisory roles. * Target-driven and commercially aware, with a desire to help customers choose what’s right for them. * Resilient and adaptable, with an ability to stay calm in high-pressure situations. * Organised, attentive to detail, and comfortable managing multiple priorities. * Proactive and solutions-focused, always thinking about how to make things better. * Confident using CRM tools and technology. * A team player who leads with kindness and genuinely cares about doing meaningful work. Why You’ll Love It Here * 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 share your ideas and shape the way we work. * You’ll be part of a team you can truly count on - colleagues who support each other and always put customers first, every day and at every step of your journey. * A fast-growing business with room to learn, grow and influence change. * Plenty of opportunities to learn, develop your skills and make a real impact. * Competitive commission structure, great benefits and 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. 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: * Octopus share incentive scheme. * 27 days holiday + 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 that 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 to have a diverse team around us. That is why Octopus Legacy is committed to creating an inclusive environment and is proud to be an equal opportunity employer.

Omnea

OUR MISSION At Omnea, we’re reinventing how enterprise businesses operate, starting with the most painful parts: procurement – where a single purchase can drag on for months, trigger 50+ emails, and pull in Finance, Legal, Security, and IT just to get something approved. We’ve raised $75M from Khosla Ventures, Insight Partners, and Accel to change that. Our AI-native platform connects every person, step, and system so buying is fast, safe, and efficient – one place to request, automated approvals and renewals, real-time supplier risk, and complete spend visibility. The opportunity is massive. Every enterprise on the planet has this problem and nobody has solved it. We’ve 10x’d ARR to double-digit millions in 18 months and are trusted by global enterprises like Spotify, MongoDB, Monzo, and Albertsons. We’re now the 4th fastest growing startup in Europe & the Sunday Times' #1 Best Medium Sized Tech Company To Work for. Our team previously scaled Tessian (cybersecurity tech, backed by Sequoia, Balderton, Accel, acquired post-Series C), and our team includes ex-founders operators who’ve grown unicorns, shipped world-class products, and executed at the highest levels. You’ll work alongside leaders like Ben, Abs, Sabrina, and Rebe. FIND OUT MORE ABOUT THE TEAM AND LIFE AT OMNEA HERE. WHAT WE'RE LOOKING FOR We’re looking for AN Account Manager to join Omnea’s customer team. You’ll be excited to own expansion quotas and renewal outcomes for our rapidly scaling customer base, to build a function and to have a massively accelerated career trajectory. You will own the relationship with our customers throughout the entire customer lifecycle, playing a crucial role in managing our largest and most strategic customers. Your key focus will be to ensure customers get meaningful value from Omnea from the earliest stages & beyond, and through your expertise and the building of deep & long-term relationships with our champions, you will drive renewals, expansion and upsell opportunities. You’ll become a trusted advisor & partner to our customers & stakeholders at all levels (from the procurement managers up to the CFOs) and be the voice of the customer internally, working closely with teams across the business (both technical and commercial) to help ensure we are truly operating with customer-centricity at our core. You’ll be joining us at a pivotal time. We’ve just raised $50M in Series B funding from Khosla Ventures, Insight Partners, Accel, Point Nine, and First Round Capital. In the past year we’ve grown revenue 5x, tripled our customer base, and maintained >99% retention with enterprises like Spotify, Wise, Albertsons, Adecco, and McAfee. Our team is small but high-calibre -- it took over 10,000 interviews to hire our first 50 Omneans. Now we’re scaling fast and building the category of AI Supplier Relationship Management. And we are looking for the first Account Manager out there to help turn procurement into a true competitive advantage! OVERVIEW We’re looking for an exceptional generalist to join us as Omnea’s first Customer Account hire. You’ll be excited to design, build, and lead the US arm of the customer function, and have a massively accelerated career trajectory. You’ll be joining us at a pivotal time. We’ve just raised $50M in Series B funding from Khosla Ventures, Insight Partners, Accel, Point Nine, and First Round Capital. In the past year we’ve grown revenue 5x, tripled our customer base, and maintained >99% retention with enterprises like Spotify, Wise, Albertsons, Adecco, and McAfee. Our team is small but high-calibre -- it took over 10,000 interviews to hire our first 50 Omneans. Now we’re scaling fast and building the category of AI Supplier Relationship Management. And we are looking for the best Customer Lead out there to help turn procurement into a true competitive advantage!   WHAT CAN YOU EXPECT? You'll do whatever it takes to make sure our customers get real ROI and drive exceptional commercial outcomes. You'll go from being deep in a renewal negotiation to collaborating with sales to update our ROI calculator & business case, to attending events to network with C-Suite stakeholders, to being the voice of your customers in a product strategy workshop. You own NRR across a book of enterprise accounts, so everything you do is tied back to commercial outcomes. * Own a revenue number: You'll carry an NRR quota covering both expansion and retention across your enterprise book. That means proactively identifying upsell opportunities, running commercial conversations at exec level, and owning the renewal process end-to-end. * Build relationships that go all the way to the top: Your relationships will run from procurement managers to CFOs. You'll multi-thread across each account, building genuine trust across multiple stakeholders, and you'll be the person customers call when something goes wrong or when they're thinking about what's next. * Build the playbook from scratch: There's no fully built playbook yet - you'll help shape it. You'll work alongside an exceptional implementation team, product experts, and leadership that have scaled world-class companies to define the commercial rhythms, norms, and processes to set the standard as the function grows. * Shape what Omnea builds next: You're the closest person to what our customers will and won't pay for. You'll feed that signal directly to Product and Revenue leadership, surfacing what's blocking adoption, what's driving expansion, and where we should be investing. ABOUT YOU We don’t expect you to know exactly how to do absolutely everything when you join! We are looking for someone with the right attitude & skillset to take on this challenge. TL;DR you're commercially sharp and instinctively know how to navigate complex organisations. You might come from consulting, sales, or a generalist commercial role - what matters is that you've worked in proper enterprise environments, managed senior stakeholders with high expectations, and have a track record of getting things= done. * You have 4-8 years of experience in a top-tier & fast-paced environment; perhaps that’s a start-up or scale-up, VC, consulting, banking (or any prof services), or an entrepreneurial endeavour * If you have experience in a commercial role, you've worked on six-figure ARR+ accounts, navigated multi-stakeholder buying committees, and built genuine executive relationships. * You have the ability to build rapport, influence people & drive change, whether it’s with a distinguished exec or a junior operator. You have the gravitas and executive presence to engage and influence senior leadership (ideally into CFOs, Legal or Procurement). You’re a natural communicator and can get on well with anyone. * You're comfortable in ambiguity. You don't need a fully built playbook, you'll build it as you go and improve it as you learn. You're organised enough to manage a complex book of business without dropping anything, and confident enough to push back on customers when they're wrong. * You're ambitious, competitive, and care about doing excellent work. You probably have a track record of high performance in whatever you've turned your hand to, whether that's sales, academia, sport, or something of your own. You take ownership seriously, and you'd rather work really hard on something meaningful than coast on something safe. * You work hard & care lots about your work. Your level of ambition & desire to have a successful career make the required sacrifice & dedication worth it * You are great at being ‘in the weeds’ and zooming out to consider the bigger picture. Perhaps you’ve had to execute & manage projects yourself before, so you’re used to shifting gear between operational & strategic work * You’re an outstanding communicator; verbal, written, and when presenting. You are able to be clear & concise even when explaining complex things * You’re highly organised & focussed on outputs > inputs - you know the level of discipline, organisation, and ruthless prioritisation it takes to be productive and you pride yourself on these qualities. At Omnea, we embrace diversity. To build a product that's loved by everyone, we're best served by a team with all sorts of backgrounds, experiences, and perspectives. We encourage you to apply even if your experience doesn't quite match the full job spec! And regardless of your race, religion, colour, gender, or anything else! If you think you could be a good fit for Omnea, please reach out. A FEW THINGS TO NOTE: * We offer competitive geo-localised benefits, and you can check out our UK Benefits Package here and our US Benefits Package here. * We work Tuesdays, Wednesdays & Thursdays in-person at our offices. At this early stage of our company life-cycle it's important to us that we get this together-time, and you can read more about why we believe this is a winning move here * We're commercial, ambitious and we don't pretend otherwise! We're actively seeking folks looking to make the most of a career-defining opportunity, with the hunger to be part of building something really impressive. You can see our values here and our Omnea Future Founder's fund here! * We sometimes use AI note-takers to help us transcribe interview notes, so we can be more present in your interview. If you'd like to opt out of us using automatic transcribers, please note this in the free text field in your application, otherwise we'll take your application as confirmation that you're happy for us to use notetakers (whether added to video calls or in the background). We are proud to be recognised for both our culture and product, and we are just getting started. Join us as we grow! LEGAL NOTE: IF YOU ARE VIEWING THIS POSTING OUTSIDE OF THE OMNEA CAREERS' PAGE, THIS MAY BE AN AUTO-GENERATED ADVERTISEMENT AND MAY LACK THE FULL RANGE OF ADVERTISED INFORMATION - PLEASE CLICK THROUGH TO THE POSTING AT HTTPS://JOBS.ASHBYHQ.COM/OMNEA TO VIEW ADDITIONAL ADVERTISED INFORMATION ON THIS POSTING. ADDITIONALLY, WHERE ROLES HAVE HARD-SPECIFIED REQUIREMENTS (E.G. [X] DAYS IN OFFICE, UNABLE TO PROVIDE VISAS, ETC), IF IN YOUR APPLICATION YOU PROVIDE DETERMINISTIC CHECK-BOX CONFIRMATION THAT YOU DO NOT MEET THE HARD-SPECIFIED REQUIREMENTS, DETERMINISTIC (NOT AI OR SUBJECTIVE) AUTOMATIC REJECTION CRITERIA ARE IN PLACE.