Senior CRM Marketing Manager, Octopus Money
£75-85k
+ Share incentive plan and team bonus of up to 10%
More information about location
3-5 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
£75-85k
+ Share incentive plan and team bonus of up to 10%
More information about location
3-5 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
- You’ll bring a strong mix of strategic thinking, commercial obsession and a deep understanding of what makes customers tick
- You should also feel confident rolling up your sleeves because everyone in our team, regardless of level and experience, is a doer
- 8+ years of experience in CRM, lifecycle marketing or customer growth – with a strong bias for performance, testing and revenue impact
- Experience in commercially driven B2C businesses
- A track record of delivering measurable improvements in retention, conversion and customer lifetime value
- Deep understanding of CRM tools (we use Customer.io), segmentation, customer data and personalisation best practices
- Knowledge of AI and emerging technologies shaping the future of CRM, with the mindset to leverage these innovations for growth and optimisation
- Comfortable owning the numbers – you know what good looks like, can brief a data team clearly, and aren’t afraid to challenge the insight if it doesn’t stack up
- Commercial mindset – focused on results, comfortable with KPIs, and confident building business case
What the job involves
- We’re looking for a highly commercial Senior Marketing Manager to help us lead how we retain and activate our fast-growing customer base
- You’ll report to the Head of Marketing and own our CRM and lifecycle strategy, with a focus on revenue impact
- You’ll oversee the strategy, design and delivery of campaigns for customers who’ve already taken their first step with us – helping them stay engaged, get more value and explore everything Octopus has to offer, from execution-only investing to full financial planning and mortgage advice
- Own the end-to-end customer retention and CRM strategy – and be accountable for the revenue it drives
- Build a lifecycle marketing performance engine from scratch
- Set the vision for leveraging data to deliver a personalised customer experience, working closely with the Data team to deliver
- Identify untapped opportunities across our customer and product segments and move fast to unlock them
- Manage and develop a high-performing CRM team – including campaign managers and CRM ops managers
- Set clear goals and measurement plans for every initiative, analysing performance and identifying opportunities to improve
- Drive innovation by scouting, evaluating and adopting emerging CRM trends, technologies and tools to ensure our lifecycle programs stay cutting-edge and deliver maximum impact
- Regularly report on the customer database health to the leadership team
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.
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