Marketing Automation Manager

🏆 🎉 🏆 We're proud to announce we've won Advice firm of the year at the Money Marketing Awards 🏆 🎉 🏆

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.

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

• 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.

What You’ll Bring

• 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.
  
  

In return for your contribution, we offer a base salary of £50,000 - £60,000 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! 

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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 applications@octopusmoney.com