Back to jobs

Account Manager

It's time to transform markets
Existing workflows within syndicated loan and CLO markets are painful for clients: they are outdated, overcomplicated, and time-consuming. It’s time for a change. 

Octaura is reimagining the way these markets trade, with efficiency, transparency and simplicity at the heart of what we do. We bring trading capabilities, data and analytics together for the first time on a digitized platform–fundamentally transforming the markets and streamlining workflows like never before. 

At Octaura, everyone belongs
It’s essential that Octaurians are confident in knowing they have the space to use their voice and talents. The world is diverse and we actively want our team to reflect this. We’re a values-driven company and by engaging, solving and evolving together, we create a culture that is collaborative, transparent, impactful and innovative. And fun!  
 
The role in a nutshell 
We are building a world class account management team to manage our client relationships, and act as advocates for the needs of our clients. This team will provide business leadership and management of Octaura accounts, working closely with internal teams (including client support and product management) to ensure client needs are understood, satisfied and exceeded. Octaura Account Managers will build and maintain long-lasting relationships, proactively develop and manage growth opportunities, the client experience, monitor deployment projects and engage resources. Account Managers will define client relationship strategy within Octaura’s accounts, engaging with cross-functional teams internally, including senior management for executive sponsorships, coordinating executive business reviews, and maintaining client satisfaction. 
 
Prior experience in account management covering the buyside at a FinTech is required.
 
This is an exciting time for Octaura as we are rapidly growing and are looking for energetic, collaborative and driven thinkers to join us! Please note this role is based out of our NYC office and our current structure is 4 days in the office, 1 day from home. 
 
Core responsibilities
  • Partner with clients to build strategic relationships, articulate a clear vision and generate business value 
  • Promote the value of Octaura’s platform, ensuring positive customer experiences during onboarding and throughout the customer journey
  • Organize and lead customer training sessions as part of onboarding and ongoing product adoption
  • Proactively determine solutions to potential issues to reduce churn and increase upsell opportunities
  • Work with appropriate resources, including Senior Management, Product, Marketing, Technology and Client Support teams to support customer interests, sharing responsibility for downstream sales and technical resources 
  • Regularly monitor platform usage and proactively engage clients to increase adoption.
  • Build and maintain healthy client relationships and key stakeholders
  • Utilize Octaura’s CRM, HubSpot, to keep track of key account data, opportunities, logging calls and relevant notes
  • Promote client satisfaction and loyalty by demonstrating an understanding of their business needs and helping them perform their work more effectively and efficiently through automation
  • Provide Octaura’s clients with information and assistance regarding product updates and new features

Desired experience

  • 4+ years in account management covering the buyside for a FinTech
  • Buyside account management or product sales experience strongly preferred
  • Experience working with brand image and promoting value through customer experience
  • Experience in large complex negotiations with a successful track record in a trusted advisor/consultative approach 
  • Ability to establish credibility quickly with senior leaders across the organizations 
  • Exceptional ability to communicate and foster positive business relationships
  • Strong organizational and analytical skills
  • Deep understanding of customers' concerns and thoughts regarding the use of products, and the ability to troubleshoot as needed
  • Experience with HubSpot preferred but not required 

The base pay range for this position in New York is $125,000 - $150,000 annually. Pay may vary depending on job-related knowledge, skills, and experience. Equity and year-end bonus may be provided as part of the compensation package, in addition to a full range of medical, financial, and other benefits, dependent on the position offered. Applicants should apply via Octaura's internal or external careers site.

Octaura Work Perks
At Octaura, our people are our most valuable asset, and we are pleased to offer the following benefits to all full-time employees: 
  • Competitive compensation and equity 
  • Unlimited Paid Time Off  
  • Competitive Parental Leave  
  • Daily breakfast, coffee and snacks in the office 
  • 90% company-paid healthcare 
  • Onsite gym & discounted membership 
We’re committed to equal opportunity employment 
Octaura is committed to a diverse and inclusive workplace. We are an equal opportunity employer and do not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. 

Apply for this job

*

indicates a required field

Resume/CV*
,,Google Drive,or

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

Cover Letter
,,Google Drive,or

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

How did you hear about this role? *
Select...
Select...
Select...

Education

Select...
Select...
Select...
Select...
Select...

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 Octaura’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...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.