Customer Marketing Manager, Octopus Money
£60-70k
3+ days a week in office (Holborn, London)
Making advice and investing accessible for all
Open for applications
Making advice and investing accessible for all
101-200 employees
Open for applications
£60-70k
3+ days a week in office (Holborn, London)
101-200 employees
Company mission
To help millions of people take the first steps towards making their life dreams a reality.
Role
Who you are
- 6+ years of experience in CRM or lifecycle marketing – ideally in low-engagement, regulated categories (financial services, insurance, pensions, etc.)
- Strong campaign planning and copywriting skills – able to write clear, concise, high-performing CRM messages
- A test-and-learn mindset – you’re not afraid to try things, learn fast, and try again
- Experience designing customer journeys and automations, even if someone else builds them
- Experience using customer data and behaviour to define next-best-action strategies that drive engagement and conversion
- Confident working with data to inform segmentation, targeting and testing plan
- A passion for improving financial wellbeing and making advice feel more accessible and human
What the job involves
- We’re looking for a hands-on customer marketer to help us engage, educate and retain our customers through standout lifecycle campaigns
- Most people know they should engage with their finances – but don’t. So breaking through takes creative thinking, lots of experimentation and a deep understanding of what really motivates people to act
- In this role, you’ll obsess over how to engage our Investing customers in ways that feel helpful, timely and human
- You’ll need to understand our category, but also be bold enough to do things differently
- You’ll report into the Senior Marketing Manager overseeing CRM and collaborate closely with our CRM Ops Manager to turn strategy into well-executed journeys
- Plan, write, deliver and optimise lifecycle campaigns across key customer segments and stages
- Develop creative strategies to overcome customer inertia – testing different messages, moments, formats and behaviours
- Constantly seek new ways to surprise, motivate or reframe – drawing from behavioural science, customer insight and experimentation
- Collaborate with the CRM Ops Manager to build and launch campaigns in Customer.io
- Work with subject matter experts to deliver timely, relevant financial education – tailored to each customer segment and lifecycle stage
- Work hand in hand with our Brand & Creative teams to make sure every CRM campaign not only performs but looks and feels unmistakably Octopus
- Ensure all messages meet regulatory and quality standards
Salary benchmarks
Our take
Octopus Money believes that offering financial coaching to employees is the most effective way to improve their financial well-being. The company is a financial coaching start-up that aims to make useful financial advice accessible to everybody. According to the company, the employees who use its service - numbering at over 250,000 - save, on average, around £9700 per year.
The company differentiates itself through its business model - the service is free, and the company adopts upselling techniques. Octopus Money can easily be implemented by employers within their organisations, giving each employee their own expert financial coach for free. According to the company, most employees will then choose to upgrade their plans and become paying customers.
The business was formerly called Hatch and has been acquired by the Octopus Group. It also powers financial services firms aligned with its values to complement its financial coaching products, covering more bases to draw in a wider customer reach. Octopus Money already counts SecretEscapes, Epson, and Octopus Energy among its growing client base.
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
Ruth Handcock
(CEO)Founding member of Tandem Bank, former CEO of Octopus Investment and chairperson for Octopus Legacy, Seccl, amicable.
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.
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