Your Mission

• Your mission will be to get customers to use Credit Compass frequently by making every insight feel clear, relevant, and actionable.
• You’ll turn complex financial data into guidance that business owners can genuinely use to make better decisions — helping them understand where they stand today, and what steps will move them forward tomorrow.
• You’ll develop our positioning, in-product storytelling, and data-driven experimentation, to ensure the Credit Compass becomes a habit, not a one-off visit.

Responsibilities

• Product positioning and messaging: Define how we communicate Credit Compass features — from monitoring and score insights to cashflow analysis — in ways that are clear and genuinely useful for small businesses.
• User engagement and retention: Develop in-product and CRM journeys that encourage customers to return, explore new features, and act on insights (e.g. monthly summaries, score updates, improvement checklists).
• Launch and adoption planning: Partner with product and data teams to plan and execute feature launches, ensuring users understand new capabilities like monitoring your business health and what insights are useful after an open banking connection.
• Customer insight and feedback loops: Collect feedback from early users to improve clarity and trust in the data shown and feedback to our product team to help shape the product roadmap.
• Experimentation and optimisation: Run tests on messaging, UX copy, and CRM comms to identify what improves retention and usefulness for small business owners.
• Driving revenue: Support the development of lightweight cross sell tests by defining the value to customers, launch process and success metrics.

Requirements

• Strong communicator who can make complex information feel simple, clear, and human.
• Experience in a customer-facing or marketing role (e.g. customer success, sales, product, or comms).
• Comfortable analysing data and using insights to shape messaging and engagement strategies.
• Excited about crafting stories and product experiences that connect with real customer needs.
• Collaborative and proactive — able to work across teams and move quickly to get things done.
• Passionate about helping small businesses thrive and building products that make a real impact.