Marketing Automation Manager, Octopus Money
£50-60k
Being part of Octopus we benefit from the group share incentive plan. In addition, for those who are not commission based we offer a team bonus provided we meet our team goals
More information about location
3+ days a week in office (Holborn, London)
Making advice and investing accessible for all
Be an early applicant
Making advice and investing accessible for all
101-200 employees
Be an early applicant
£50-60k
Being part of Octopus we benefit from the group share incentive plan. In addition, for those who are not commission based we offer a team bonus provided we meet our team goals
More information about location
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
- 5+ years of experience in CRM operations or marketing automation, including strategic ownership of CRM programmes
- Proficiency in Customer.io or equivalent CRM platforms — with hands-on experience designing customer journeys, workflows and segmentation
- Strong understanding of CRM principles, automation frameworks, and data governance
- Expertise with HTML and Liquid templating for personalisation and troubleshooting. Familiarity with SQL is a plus
- Experience with data integration and behavioural segmentation
- Proven project management ability — capable of driving complex initiatives from concept to delivery
- A structured, detail-oriented approach and passion for building systems that are scalable, clean, and reliable
- Excellent communication and collaboration skills, with the ability to influence and inspire across teams
- Commitment to data security and regulatory compliance, with working knowledge of GDPR and consent management best practices
What the job involves
- We’re looking for a technically skilled, data-driven Marketing Automation Manager to join our customer marketing team
- 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 Marketing Automation Manager in the marketing team and report to the Senior Marketing Manager overseeing customer acquisition
- 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, playing a key role in how we drive customer acquisition
- At Octopus Money, we’re on a mission to make money advice accessible to all – because the right advice can turn your life dreams into reality
- The facts are alarming: half of Brits reach retirement age without enough money to live the life they want, financial stress is a leading cause of poor mental health and only 8% of us have access to 1-to-1 advice
- There’s plenty of information out there, but most of us just wish that someone we trust would tell us what to do with our money!
- With Octopus, you get a personalised plan and a friendly expert to help you make it happen
- We combine advisers, coaches and technology to understand your situation and recommend the right steps for your savings, investments, pensions and more. Then, we make it easy to invest in a custom portfolio, managed by experts
- We believe everyone deserves personal, 1-to-1 advice with their money
- Build and maintain marketing campaigns and sequences across communications channels in Customer.io – ensuring robust setup, QA and performance tracking
- Implement personalisation and testing frameworks to optimise delivery and performance
- Create and manage audience segments based on user behaviour, lifecycle stage and product usage
- 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
- Take ownership for the maintenance of CRM systems, ensuring data accuracy and compliance
- Success in this role is grounded in:
- The customers you help unlock - Building and launching journeys that directly influence sign-ups, conversion rates and customer value
- The precision of your targeting - Using data, segmentation and propensity scoring to make sure every message reaches the right person at the right time — and moves them closer to joining Octopus Money.T
- He quality of what you deliver - Creating journeys and campaigns people trust — clean data, flawless formatting, accurate tracking, measurable ROI
- The efficiency of your systems - Designing automations that remove friction, reduce manual work and keep every journey running smoothly
- The clarity of your insights - Turning data into actionable intelligence — showing what’s working, what’s not, and where to invest next for growth
Application process
- Please note, as a regulated business we are required to run background checks for all employees which covers adverse financial and unspent convictions. These will only take place upon a successful job offer
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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