Customer Success Specialist - Investment Banking & Advisory

New York, New York, United States

Octus

Octus is a leading global provider of credit intelligence, data, and analytics. Since 2013, tens of thousands of professionals across hedge fund, investment banking, management consulting, and law firm verticals have come to rely on Octus to make better, faster, and more confident decisions in pace with the fast-moving credit markets.
For more information, visit: https://octus.com/

Working at Octus

Octus hires growth-minded innovators and trailblazers across the globe to drive our business and culture. Our core values – Action Oriented, Customer First Mindset, Effective Team Players, and Driven to Excel – define an organizational ethos that’s as high-performing as it is human. Among other perks, Octus employees enjoy competitive health benefits, matched 401k and pension plans, PTO, generous parental leave, gym subsidies, educational reimbursements for career development, recognition programs, and much more. 

Role

Octus provides breaking news and market-moving intelligence along with cutting-edge technology and data for hedge funds, investment banks, advisors and law firms. We are changing the way that professionals access opaque or complex information, and we are always looking for bright minds to join our growing Customer Success team. 

The Customer Success Specialist will be responsible for a small book of clients with the goals of increasing user adoption, driving retention rates and developing relationships within the investment banking and advisory space. Candidates should possess strong communication, relationship-building and problem-solving skills.

This is a hybrid role (3 days in office per week), located in our New York office.

Responsibilities

  • Manage a focused, small book of foundational accounts, acting as their primary point of contact to drive platform adoption, onboarding and build client relationships. 
  • Monitor account health identifying at-risk accounts and providing dedicated coverage alongside the account management team ahead of the renewals.
  • Partner directly with Senior Customer Success Managers on high-priority and high-spend accounts, supporting client prep, new user onboarding and follow-ups while gaining exposure to complex workflows. 
  • Execute ad-hoc customer success projects, including building training collateral, compiling user data reports and assisting with team-wide strategic initiatives. Opportunity to also collaborate across departments such as sales, product, tech and editorial.
  • Become an Octus expert with a strong understanding of our products, services, and the credit market. Apply these concepts to each persona’s different workflows, educating them with best practices and relevant features.
  • Capture and synthesize client feedback, feature requests, and pain points during routine touchpoints. Share actionable insights with internal teams.
  • Drive proactive outreach efforts through emails, phone calls, and in-person meetings

Requirements

  • Undergraduate degree, preferably in business, finance, or a related field
  • 0-1 years of working experience in a customer-facing role, ideally in financial services or with subscription-based services. (*note: we are open to promising recent graduates)
  • Excellent written and verbal communication skills
  • A self-starter who is diligent and organized but adaptable
  • Demonstrated interest in financial services and learning the credit markets is a bonus

At Octus, we consider a range of factors in connection with compensation decisions, including experience, skills, location, and our business needs and limitations. As a result, compensation may vary within and across similar roles and positions. Please note that the salary range information below is a good faith estimate for this position and actual compensation for any individual may fall outside this range if warranted by the circumstances applicable to that individual. If we identify a role that would be suitable for a broader range of skills and experience such that we would consider hiring at multiple levels then the range listed below may reflect that breadth.

The base salary range estimate for this position is $70,000-$75,000, plus a performance-based annual bonus.

The actual compensation will be at Octus’ sole discretion and will be determined by the aforementioned and other relevant factors.

Equal Employment Opportunity

Octus is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, pregnancy, veteran status, or any other legally protected status. We strive to create an inclusive and diverse work environment where all individuals are valued, respected, and treated fairly. We believe that diversity enriches our workplace and enhances our ability to innovate and succeed.

Create a Job Alert

Interested in building your career at Octus? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...

The name provided above should be your full legal name.

Please use this section to indicate any preferred names you would like to be recognized by, if different from your legal name.

Select...

If answered 'No' to the above, please enter "N/A"

Select...

If answered 'No' to the above, please enter "N/A"

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Octus’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...