Ben Fletcher

Questioner
DISC Type : c

Head of CRM at Octopus Investments

Greater London, England, United Kingdom

Overview

Ben Fletcher is the Head of CRM at Octopus Investments, where he leverages his background in sales to design data-led experiences that drive business growth. He focuses on optimizing the sales cycle and improving customer engagement. He is a graduate of the University of Liverpool, where he studied Marketing.

Ben is a family man who recently celebrated the birth of his son, Maximus. He values a positive work culture where personal milestones are recognized. He also keeps up with popular culture, having recently expressed his enjoyment of the Beckhams documentary.

He has a notable career progression, having started in a junior sales position and advanced to a leadership role as a CRM Product Owner.

Personality Overview

Value Seeker

Price-Sensitive

Cautious & Analytical

They are more likely than others to negotiate on pricing and terms.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Data-Driven Engagement
His current role focuses on delivering "data-lead experiences that drive engagement and business growth" by leveraging AI and technology.
Sales Cycle Optimization
A key part of his work involves working with sales and technology teams to optimize conversion and improve different stages of the sales cycle.
CRM Product Strategy
He has a background as a CRM Lead Product Manager at Octopus and a Product Owner at Lumon, designing and developing digital products.

Media Appearances

Ben has no verified media appearances

Work History

5-2025
Head of CRM at Octopus Investments
9-2023 - 5-2025
CRM Lead Product Manager at Octopus Investments
9-2021 - 9-2023
Product Owner at Lumon
8-2019 - 8-2021
Client Onboarding Team Manager at Lumon
1-2016 - 8-2019
Client Relationship Manager at Lumon

Education

2010 - 2013
Marketing from University of Liverpool
2008 - 2010
Education details unavailable from Henley College

More Information

Social Presence :

Prographics :

Exp : 12 Location : Greater London, England, United Kingdom Job Level : Mid-senior Designation : Head of CRM at Octopus Investments
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Insights For Selling To Ben

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Share as much information as possible regarding your product
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ben is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Ben

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Ben move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Ben take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Ben

Personality Compatibility


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