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Sales Support Associate

Company Description

At Octopus, we’re entrepreneurs and we’re investors, on a mission to back the people, ideas and industries that will change the world. 

We think working here is great, but we’re understandably bias. Click here to explore Life at Octopus.

Job Description

What’s in it for you?

The Sales Support team is integral to offering our customers an exceptional service, whilst looking for opportunities to improve our processes, you'll be proactively gathering feedback from our customers and then feeding this back into the business yourself.

You don't need to have financial services experience, on joining this team you'll receive training, support and direction that will allow your knowledge of financial services to expand. It provides an incredible training ground to really hone and develop your skills. 

Another exciting element of this role is the exposure you'll get to the wider business, as you'll need to partner with Operations, Marketing, IT, Data and more. 

The team:

As a Sales Support Associate, you will play a critical role in providing valuable support to our Sales & Customer team. Your responsibilities will include effectively responding to customer and prospect queries, enabling our sales team to maximise their time dedicated to selling our products to financial advisers.

The team collaborate with other areas across the business such as Marketing, Operations and Data Insight.  They react quickly to requests and are proactive to ensure opportunities are not missed.

What will you be doing?

  • Communicating with advisers and providing administrative support such as writing up meeting notes, sending out literature, creating illustrations and providing excellent service to clients.
  • Working with other areas across the business such as Marketing to help with lead prioritisation, Operations to ensure our systems and processes run smoothly and efficiently and Data Insights to support them with their data analysis.   
  • Supporting others to help implement initiatives within the business and working on process improvements within the team.

Qualifications

Ideally, you’ll have:

✅ Able to keep great attention to detail whilst working at pace

✅ Well organised, with the ability to multitask 

✅ Strong communication skills and a customer centric approach

We encourage you to apply even if you don’t tick every box. What’s the worst that can happen?

This role will evolve as we grow and develop. So, if you are looking for a challenge in a fast paced and dynamic business, we can deliver on that.

Additional Information

What we offer

💰 A competitive salary, bonus, pension and share incentive plan
✈️ Untracked holiday
🏡 This role is based in our London HQ, we do 3 days in the office and 2 remotley
⚓ Anchor (our wellness hub) which includes Headspace, one to one coaching through Wellness Cloud, Digital GP, employee assistance program & more
👪 Up to 6 months paid parental leave regardless of gender
❤️ Life insurance, critical illness cover and income protection
🏥 Private medical insurance for you and your family
🚗 Electric vehicle leasing

Our Values 
At our core, we believe that how a company behaves is just as important as what it does. That’s why we chose to become an accredited B Corp (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests all our stakeholders – employees, customers, communities, environment and shareholders – are considered in every decision we make.   

We are committed to building a workplace where diversity is valued, and inclusion is a priority. By providing equal opportunities for growth and development, we embrace and celebrate all races, genders, religions, sexual orientations, ages, disabilities, and socio-economic backgrounds. We believe teams achieve their best when every member feels safe, respected and empowered to be their authentic selves.

We're proud to be disability confident and are committed to supporting candidates with a disability, including neurodiversity and mental health conditions, throughout the recruitment process. Applicants are welcome to opt-in to the disability confident scheme as part of our application process. If you require any adjustments to the interview process, we’ll be happy to accommodate where possible.

Average salary estimate

$40000 / YEARLY (est.)
min
max
$35000K
$45000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Sales Support Associate, Octopus

As a Sales Support Associate at Octopus, located in the vibrant heart of London, you’ll find yourself at the intersection of customer service and administrative coordination. Your role is vital in ensuring our Sales & Customer team operates like a well-oiled machine, allowing them to focus on what they do best — selling our innovative products to financial advisers. You won’t need prior financial services experience to jump in; we provide comprehensive training that will expand your knowledge and skills. Not only will you be the backbone of the sales team by responding to customer inquiries and managing essential administrative tasks, but you’ll also collaborate with diverse teams including Marketing, Operations, and Data. Your attention to detail and organizational prowess will ensure that every piece of literature is in the right place and all meeting notes are meticulously documented. This position promises personal growth and development while challenging you to thrive in a fast-paced, dynamic environment. With opportunities to refine your skills and engage in process improvements across the organization, you will make a meaningful impact. And hey, who doesn’t love the added perks of a competitive salary, untracked holiday, and a unique wellness hub? Join us at Octopus, where we believe in supporting both our customers and each other!

Frequently Asked Questions (FAQs) for Sales Support Associate Role at Octopus
What are the main responsibilities of a Sales Support Associate at Octopus?

The main responsibilities of a Sales Support Associate at Octopus include responding to customer and prospect queries, providing administrative support, and collaborating with multiple departments like Marketing and Operations. This role ensures that the Sales & Customer team can focus on their core selling activities, while supporting process improvements and initiatives throughout the business.

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What qualifications should a Sales Support Associate possess at Octopus?

Although specific financial services experience is not required for the Sales Support Associate position at Octopus, ideal candidates should have strong attention to detail, excellent organizational skills, and good communication abilities. A customer-centric approach is also crucial for providing exceptional service and enhancing customer experiences.

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What training will a new Sales Support Associate receive at Octopus?

As a new Sales Support Associate at Octopus, you will receive thorough training and support designed to expand your knowledge of financial services. This training aims to equip you with the necessary skills to effectively communicate with customers and collaborate with various departments within the company.

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How does the Sales Support Associate role at Octopus evolve with the business?

The Sales Support Associate role at Octopus is dynamic and will evolve as the business grows. New challenges and responsibilities will arise, providing you a unique opportunity to further develop your skills and contribute to the company's ongoing success.

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What types of benefits does Octopus offer for Sales Support Associates?

Sales Support Associates at Octopus enjoy a range of benefits, including a competitive salary, bonus, pension plan, untracked holiday, and access to a wellness hub. Additional perks also include private medical insurance, life insurance, and even provisions for parental leave.

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Common Interview Questions for Sales Support Associate
How do you prioritize tasks in a Sales Support role?

In a Sales Support role, prioritizing tasks effectively is crucial. It’s important to assess the urgency and impact of each task while maintaining open communication with team members. Utilizing tools like to-do lists or project management software can help keep everything organized.

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Can you describe a situation where you had to handle a difficult customer inquiry?

When handling a difficult customer inquiry, it's key to listen actively and validate their concerns. Maintaining a friendly and calm demeanor while working collaboratively to find a solution demonstrates excellent customer service and showcases your ability to navigate challenges.

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What strategies would you use to provide exceptional administrative support?

To provide exceptional administrative support, I would implement organized systems for documentation, ensure timely communication, and constantly seek feedback on how processes could improve. Staying proactive in anticipating the needs of the sales team would also help in delivering outstanding support.

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How would you handle competing demands from different departments?

Handling competing demands from different departments requires strong communication and negotiation skills. I would prioritize based on urgency and importance while keeping all parties informed of timelines and delegating tasks when appropriate to alleviate pressure.

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What tools or software are you familiar with that may assist in a Sales Support role?

I am familiar with various tools that assist in sales support, including CRM systems, project management software, and communication platforms. Proficiency in these technologies enhances efficiency and ensures smooth collaboration between teams.

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How do you ensure accuracy in your work as a Sales Support Associate?

Ensuring accuracy in my work as a Sales Support Associate involves double-checking my work, staying organized, and using templates for routine documents. Additionally, I find that taking short breaks helps maintain focus and reduces the likelihood of mistakes.

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What do you believe is crucial for creating strong partnerships with other departments?

Crucial elements for creating strong partnerships with other departments include clear communication, mutual respect, and understanding each department's goals. Regular check-ins and collaborative projects can foster these partnerships and enhance overall company performance.

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Describe how you would gather feedback from customers.

Gathering feedback from customers involves engaging them through surveys, follow-up emails, or direct conversations during interactions. It’s important to create an open environment where they feel comfortable sharing their thoughts for continuous improvement.

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What motivates you to work in a fast-paced, dynamic environment?

What motivates me to work in a fast-paced, dynamic environment is the ability to tackle new challenges and make quick decisions. I thrive on the energy and the constant opportunity for growth that comes with adapting to change.

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How would you assist the sales team in maximizing their time?

To assist the sales team in maximizing their time, I would take on administrative tasks, manage inquiries efficiently, and ensure they have all necessary materials readily available. This allows them to focus on building relationships and closing deals.

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Full-time, hybrid
DATE POSTED
March 18, 2025

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