Customer Success Specialist at Octopus Legacy

Setup: Remote, Hybrid
Location: London, England
Type: Full-time
Posted: May 7, 2026

Description

Octopus Legacy, a rapidly expanding tech company specializing in estate planning, seeks a Customer Success Specialist to guide individuals through critical life decisions. This role involves being the primary point of contact for customers, understanding their needs, recommending suitable estate planning products, leading consultations, and owning the entire customer journey from inquiry to document delivery. The specialist must balance empathy with commercial awareness, manage complex and emotionally challenging interactions, and contribute to process improvement.

Required Skills

Communication Skills
Sales Experience
Customer Service
Estate Planning
Advisory Roles
Commercial Awareness
Resilience
Adaptability
Organization
Attention to Detail
Time Management
Proactivity
Problem-Solving
CRM Proficiency

Additional Information

Required Previous Experiences: Experience in sales, customer service, estate planning or other advisory roles.
Preferred Qualifications: A compassionate communicator who builds trust easily - especially when conversations are tough.
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.