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.
About Octopus Money
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.
What you’ll do
- 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
What you’ll bring
- 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
In return for your contribution, we offer a base salary of £60,000 - £70,000 DOE + benefits.
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.
About Octopus Group
Octopus is a group of companies which invests in the people, ideas and industries that will help to change the world. We collectively believe that the companies serving two of our most important needs – our financial wellbeing and our planet’s future – are failing. And we want that to change. We want everything we do, whether that’s in financial services or energy supply, to have a positive impact on the people it touches. The energy supply business - Octopus Energy is the #1 rated UK energy supply business, and the only one to be recommended by Which? three years in a row.
Perks & Benefits
Make a difference
We're on a mission to help millions of people improve their finances. Seeing the impact we can make on our client's lives is deeply rewarding, and motivates the whole team to keep doing more to improve our service. Our client feedback is extremely positive, with a rating of 4.8 out of 5 on Vouchedfor.
Flexible working
We currently operate a hybrid model which is a mix of office and remote. You'll have the option of working from home 2 days per week (Monday and Friday) with the remainder from our central London office in Holborn.
Work from anywhere
We give an 18 day work from anywhere allowance to swap out the on site days or take some time working from another country. NB - Due to compliance regulations this does not apply to individuals that give regulated financial advice.
Join a great team
We're a diverse team with decades of experience in financial services and a proven track record. We believe in treating everyone with transparency and respect.
Rapidly grow your career
We believe in hiring people who are better than us, and giving them opportunities to achieve great things. As we continue to scale up, there will be opportunities for ambitious new joiners to demonstrate their skills and take on bigger roles.
Share incentive plan and team bonus
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.
Pension, enhanced parental leave, private medical insurance & other perks
As an Octopus Money employee you'll get access to a company pension, enhanced parental leave, PMI, day off for your birthday and other benefits to make sure you're healthy and happy, now and in the future!
--
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.
If you require support completing your application please contact Luke Stepney, Head of Talent at [email protected]
Top Skills
What We Do
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.
To transform millions of lives, we need a movement – so whether you’re a workplace supporting your employees’ financial health or a firm that wants to offer affordable advice to your customers, we hope you’ll join us.
We believe everyone deserves personal, 1-to-1 advice with their money.
