Operations Manager, Octopus Money

• A genuine desire to help people
• We are a mission-driven business, so it’s important that you can demonstrate a strong desire to help people and improve their lives
• Collaborative and a great team player
• We’ve built a great team of top performers, and you’ll need to work with others from across the business to identify problems, agree solutions and implement changes
• Problem solver at heart with an analytical mindset
• You should be someone who gets excited by complex problems and can find creative ways to solve them no matter what your level of knowledge and experience with the subject matter. You should be able to digest complexity and develop a plan to move forward, without losing sight of the important details
• Goal driven and not afraid to get stuck in
• We like to set ambitious goals and find creative ways to hit them, even if that means rolling up our sleeves and doing manual tasks before we’ve managed to fully automate them. You should have a bias towards action and getting things done
• Highly organised, with great attention to details
• You should love to dive into the details and make sure nothing falls through the cracks. When you say you’ll do something it gets done with urgency and focus, and you’re quick to ask for help when needed
• 5+ years in a start up/scale up operations role, with at least 2 years in a management position
• Demonstrated experience driving efficiency across a function/functions
• Experience juggling and prioritising tactical delivery, alongside an improvement roadmap
• Comfortable using no-code tools like Zapier, Airtable, or equivalent
• Strong SQL skills – you’re confident writing your own queries to explore data, identify inefficiencies, and track impact (we use Metabase)
• Able to rapidly upskill on new systems or tools
• Experience working cross functionally to build the best solutions for the business
• This is an ideal role for someone looking for their next big challenge - someone who loves solving operational problems, streamlining systems and making things work better at pace. If you're hands-on, detail-oriented, love learning and are motivated by impact, you'll thrive helping shape how financial coaching is delivered at scale

Desirable

• As the manager of our Coaching Operations squad, you’ll lead on both the strategic and tactical sides of operations
• That means working closely with senior stakeholders (like our Head of Coaching and Head of Client Delivery) to define a clear roadmap of operational improvements — and then rolling up your sleeves to deliver against it
• You'll lead a small but impactful squad of two, managing one analyst while staying hands-on yourself, driving both strategy and day-to-day delivery
• Whether it's building automations, testing new processes, building reports or refining tools we already use — you’ll be central to helping us scale coaching efficiently and effectively
• Developing and delivering against a coaching operations improvement roadmap aligned to business goals
• Delivering hands-on operational work across onboarding, payments, referrals and internal processes
• Building reports for senior stakeholders using SQL, as well as spotting trends and gaining insights to action yourself. We currently use Metabase and QuickSight as our reporting tools
• Coaching and line management of the Coaching operations analyst in your squad
• Responding to day-to-day operational issues and working to eliminate the root causes
• Leading process improvement and automation projects across the coaching team using no-code tools (e.g. Airtable, Zapier)
• Embedding and exploring AI tools to streamline workflows across the ops and coaching teams
• Collaborating with stakeholders across coaching, product, tech, finance and customer to make sure the change you are implementing is aligned with other business initiatives