Marketing Automation Manager, Octopus Money
£60-70k
+ Share incentive plan and team bonus
More information about location
3+ days a week in office (Holborn, London)
Making advice and investing accessible for all
Job no longer available
Making advice and investing accessible for all
101-200 employees
Job no longer available
£60-70k
+ Share incentive plan and team bonus
More information about location
3+ days a week in office (Holborn, London)
101-200 employees
Company mission
To become the most recommended financial services business in the UK.
Role
Who you are
- 6+ years of experience in CRM operations or marketing automation
- Proficiency in Customer.io or equivalent platforms – with hands-on experience building journeys and segments
- Basic to intermediate knowledge of HTML, SQL and/or Liquid
- Strong understanding of marketing automation principles, multi-channel orchestration and platform governance
- Experience with data integration, data modelling and behavioural segmentation
- Attention to detail and a structured approach – you take pride in building systems that are clean, scalable and reliable
- Champion of data security and privacy best practices related to CRM platform operations and access controls, ensuring compliance and safeguarding customer information
- Comfortable working independently and owning end-to-end technical delivery
- Strong collaboration and communication skills – able to work closely with marketers, analysts, product teams and engineers
- Confidence in using campaign performance data to inform improvements and test new approaches
What the job involves
- We’re looking for a technically skilled CRM operator to join our customer marketing team and help own how we build and manage customer journeys
- This role blends marketing insight with hands-on expertise in campaign set-up and automation – helping us scale personalised customer communications with precision and care
- You’ll be the second CRM ops manager in the team and report to the Senior Marketing Manager overseeing CRM
- You’ll design and implement CRM workflows in our platform, Customer.io – working closely with our data team to enable segmentation and with our campaign managers to bring ideas to life
- You’ll have full responsibility for maintaining the performance, reliability and structure of our marketing CRM platform, and be a key contributor in how we drive customer engagement and optimise the full lifecycle experience
- You'll build and maintain marketing campaigns across email, SMS and push in Customer.io – ensuring robust setup, QA and performance tracking
- Collaborate with data teams to integrate customer attributes and events, ensuring data is usable and reliable for segmentation
- Create and manage audience segments based on user behaviour, lifecycle stage and product usage
- Evaluate and implement new CRM tools and platform features
- Monitor and maintain platform health – resolving issues, maintaining structure, and applying best practices
- Lead incident management for CRM platform and campaign issues – quickly diagnosing problems, coordinating cross-team responses and ensuring timely resolution to minimise business impact
- Implement personalisation and A/B testing frameworks to optimise delivery and performance
- Ensure high quality of CRM documentation and platform governance – including naming conventions, foldering and campaign lifecycle
- Ensure all journeys are compliant with regulatory requirements and consent preferences – partnering with compliance as needed
- Track CRM performance and identify opportunities for improvement in logic, automation, structure and targeting
Salary benchmarks
Our take
Money shapes every part of life. Yet most people never get the support they need: Half of Brits reach retirement age without enough to live the the life they want, financial stress is a leading cause of poor mental health, only 8% of people have access to 1-to-1 financial advice. There's no shortage of information and what people actually need is clarity, guidance and a plan that makes sense to them.
That's where Octopus Money comes in. They bring together financial planning, investment expertise and smart technology so people can understand their options and take action with confidence.
They help build a clear plan for their savings, investments and pensions and make investing simple with managed portfolios built by experts. On top of this, they also support employers who want their teams to feel more secure and comfortable. So while some people may need regulated advice, others coaching, or both, their service adapts to every use case.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Company benefits
- 18 day “work from anywhere” allowance every year (you can choose to work from home or anywhere, including other countries)
- 6% company pension
- Enhanced maternity, paternity, adoption or shared parental leave, if you’ve been with us for at least 15 months: 6 months fully paid leave for primary carers, 2 months fully paid leave for secondary carers
- Private health insurance through Aviva
- Employee Assistance Programme offering a 24/7 confidential advice line for you and your immediate family members
- Discretionary up to 10% bonus at the end of each financial year, based on the performance of the company
- Access to the Octopus Group Share Incentive Plan
- Paid therapy via Spill
Company values
- Make Every Conversation Matter - We care deeply about how we make customers and colleagues feel – on every call, email, screen and event. It won’t always be perfect, but we’ll always work harder to keep making it better.
- Move with Urgency and Focus - We’re impatient to make remarkable things. We focus on what matters most, make fast initial progress and then iterate forward.
- Own It - We take full ownership of our work – from the smallest detail to the final outcome. We have the courage to break new ground, to hold ourselves and each other accountable, to tackle challenges head-on and find solutions that make a lasting impact.
Company HQ
Holborn, London, UK
Articles
Leadership
Dan Marsh
(CEO)Dan joined Octopus in 2014 and quickly progressed through sales leadership roles to board level positions across the portfolio. Made CEO of Octopus Money in 2026.
Diversity, Equity & Inclusion at Octopus Money
- We believe in equal financial education for everybody, no matter their background. We pride ourselves on building an inclusive working environment where diversity is celebrated. We do not and never will discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Share this job
View 2 more jobs at Octopus Money