Chief Client Officer, Octus
+ Performance-based bonuses
3+ days a week in office
Unleashing insights for accelerated financial decisions
Be an early applicant
Unleashing insights for accelerated financial decisions
501-1000 employees
Be an early applicant
+ Performance-based bonuses
3+ days a week in office
501-1000 employees
Company mission
To empower subscribers to discover and synthesize the information that matters through the combination of passionate experts and innovative technology.
Role
Who you are
- Education: Bachelor's degree in Business, Finance, or a related field. MBA or other advanced degree preferred
- Experience: Minimum of 10 years of experience in customer-facing roles, with at least 7 years in a senior leadership position
- Credit Markets Knowledge: Understanding of credit markets, ideally with a background in non-investment grade credit
- Skills: Strong leadership and team management skills, excellent communication and interpersonal skills, and a deep understanding of customer experience principles and practices
- Analytical Abilities: Proficiency in data analysis and the ability to translate data into actionable insights
- Customer-Centric Mindset: A passion for understanding and meeting customer needs, with a proven track record of driving customer satisfaction and loyalty
What the job involves
- The Client Strategy Officer (CSO) will be responsible for spearheading business growth through innovative client-centric strategies, ensuring that all aspects of our business aligns with client needs, and hence putting the client at the center of everything we do
- The role will oversee some of our client-facing teams, including customer success, product specialists and customer support
- The CSO will act as a strategic advocate for clients within Octus and will drive high impact strategies to enhance client satisfaction, retention and client growth ultimately leading to increased revenues
- The CSO will report to the Chief Revenue Officer (CRO) and be a key member of the commercial leadership team
- Client Strategy & Advocacy: Forge strategic relationships with clients, industry groups and internal stakeholders to create measurable value and revenue growth to Octus
- Develop and implement client-centric strategies in conjunction with the Account Management teams that are aligned with Octus business goals
- Act as an advocate for clients, ensuring their needs and feedback are represented at all levels, up to and including the executive level
- Client Retention & Revenue Growth: Develop segment specific programs to maximise client penetration and retention
- Work with segment and regional leaders to identify key strategic accounts to be actively covered by the client/customer success teams
- Partner with commercial leaders and product owners to identify opportunities and strategies for cross selling into key accounts that align with Octus commercial goals
- Leadership & Team Development: Lead and manage the client teams and provide clear strategy, guidance, objectives and KPIs across all teams
- Champion visibility and recognition of the function by putting in place high profile initiatives within each team/segment
- Work closely with Sales Enablement to ensure best in class onboarding and develop an appropriate level of credit market knowledge
- Foster a culture of customer first and a mindset of continuous improvement across the broader team
- Data Driven Insights: Use data-driven insights (e.g. customer feedback and usage analytics) and a personalized approach to create effective Client engagement programs
- Establish, measure and continue to improve performance metrics to measure the health of a client account and the effectiveness of customer strategies and initiatives
- Develop remedial action plans for when the health of a client is in doubt
- Track and measure effectiveness of all engagement programs
- Cross Functional Collaboration: Orchestrate seamless collaboration with commercial leaders, product strategy, editorial and data leaders, marketing and technology to ensure alignment with segment and client goals and ultimate revenue targets
- Work particularly closely with product strategy to align client needs with product development, product enhancements, client workflows and user journeys
- Collaborate with other members of Octus leadership to establish and maintain Octus as the undisputed market leader with a distinctive competitive edge
- As appropriate, align with relevant leaders of editorial, data or product strategy to foster strategic partnership opportunities that enhance the clients’ experience
- Innovation, Market Trends & Positioning: Be able to translate client feedback into actionable insights for the Editorial, Product Strategy, Data and Marketing teams
- Utilize this expertise and knowledge to help drive product evolution
- Participate in strategic discussions to capitalize on emerging trends in Fintech and how AI is changing the world of finance
Salary benchmarks
Our take
Octus, formerly Reorg, is a global provider of credit intelligence, data and analysis of issues affecting the distressed debt, event-driven and leveraged finance markets. The company sets itself apart by taking an approach that combines reporting with financial and legal analysis, providing a holistic view and delivering that view in real-time.
Octus has fundamentally changed the way in which financial and legal professionals access complex business information. Its service reaches over 25,000 people across a variety of institutions and its subscription-based service is giving organisations the ability to replace the work of junior attorneys.
Octus garnered considerable interest from several private equity and strategic rivals due to its expensive subscription-based services that have proven to result in stable growth for clients. Octus's services are particularly valuable and its 2022 buyout by British global investment firm Permira opens the doors to vast opportunities for Octus's further growth.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Company benefits
- Medical, dental, vision and 401(k) benefits
- A flexible, hybrid working policy with home office reimbursements
- Reimbursements for career development and continuing education
- Generous paid time off – including vacations, sick leave and parental leave
- Employee referral bonuses
- Gym subsidies and other fun fitness benefits
- Kudos program to recognize and reward colleagues
- Manager training programs
Company HQ
NoMad, New York, NY
Leadership
Kent Collier
(Founder &)Experienced Analyst having previously worked at Catalyst Investment Management and Millennium Partners, also worked as the Vice President at Assurant Asset Management.
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