Octopus Investments Jobs 2022 in Clerkenwell, England, United Kingdom – CRM Manager

Website Octopus Investments

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in 2022. Then following info is about this job.

About the job

Company Description

Established in 2000, Octopus is a group of businesses investing in people, ideas and industries that change the world. You can learn more about us at octopusgroup.com.

At Octopus Investments, we’re experts in financial services and we’re also a certified B Corp, meaning we care as much about the impact of our investments as the returns they generate. Today we manage more than £12.4* billion on behalf of retail and institutional investors.

*Funds Under Management data includes undrawn commitments, funds under advisory mandates, funds monitored and the Octopus Cash service as of 31st December 2021

Job Description

The CRM Manager is a new role in Octopus Investments, created to support the delivery and adoption of a new Dynamics 365 CRM. With a growing team of over 100 people across sales, sales support and customer roles, the new CRM is critical to our everyday performance and future growth. This role will play a pivotal role in the journey to develop, roll out and drive continuous improvement through Dynamics. We know there’s huge potential for business impact through simplifying and automating everyday work, and through exploiting the performance insights that a well-managed CRM can enable.

The immediate business priority is completing the delivery of the new system. The CRM Manager will be at the heart of the project team, working with business stakeholders, project management and technology teams. With a summer launch date, the role will switch quickly into user support and adoption, helping business users move quickly and effectively onto the new system and helping the tech teams continue its development to support more processes. Beyond that, the CRM Manager will be responsible for ensuring we’re continuously getting more value from the system, whether in how it works or how we use it.

What you’ll do:

  • Develop business, functional and technical requirements from business stakeholders as input to the development team configuring the CRM for our use-cases
  • Support the technical design, for example front-end forms and back-end data models, to ensure consistency with requirements
  • Facilitate our Design Council process, owning the sales and customer user feedback into the development process
  • Facilitate user-testing so that we drive feedback and iterative improvement into our development process
  • Support user-training , working particularly closely with our nominated super users, so that we enable business stakeholders to migrate onto the new system and get more out of it
  • Support continuous development of the CRM as our commercial structure evolves, for example to support new team structures and sales processes
  • Work closely with our data engineering and insights teams to ensure we capture and use data reliably and effectively
  • Be prepared to manage a growing CRM team within Sales Operations as we manage the new CRM and continue to run programmes of Change in parallel
  • Be prepared to challenge the team with different ways of working based on previous successful Dynamics implementations


  • Ideally a Microsoft Dynamics certification such Dynamics 365 Fundamentals or Dynamics 365 Sales Functional Consultant Associate

To really stand out from the crowd, you will display the following qualities and characteristics:

  • Exceptional interpersonal skills – able to build rapport and challenge in an engaging and inclusive way
  • A distinct talent in communicating what business stakeholders need and want so that we solve the right problems and build buy-in between different teams
  • Strongly motivated to deliver tangible business impact
  • Ability to move seamlessly between the sales and technical spheres, with a strong understanding of both and ability to adapt to either
  • Attention to detail, from fleshing out edge cases in functional requirements to thinking through implications of systems changes for other integrated systems (such as a data warehouse)
  • Financial Services Experience

Additional Information

What We Offer

💰 A competitive salary, bonus, pension and share incentive plan

✈️ Take what you need holiday

🏡 Flexible working

⚓ Anchor (our wellness hub) which includes Headspace, one to one coaching through Sanctus, Parent Cloud, Digital GP, Shout & more

👪 Enhanced family leave policies

❤️ Life insurance, critical illness cover and income protection

🏥 Private medical insurance for you and your family

🚗 Electric vehicle leasing

🌍 The option to work overseas up to a month per year

Our Values

At Octopus we don’t just focus on what we do but also how we do it. Everyone shares our values of being straightforward, helpful and bold.

We’re committed to creating a diverse and inclusive employee experience for all. We promote equal opportunities for growth and development regardless of race, gender, religion, sexual orientation, age, disability, or socio-economic background. We believe strongly that teams are at their best when every member of the team feels safe to bring their whole self to work.

Company: Octopus Investments

Vacancy Type: Full-time · Mid-Senior level

Job Location: Clerkenwell, England, United Kingdom

Application Deadline: N/A

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