Customer Success Specialist, Octus
Buyside
$65-75k
+ Performance-based annual bonus
3 days a week in office
Unleashing insights for accelerated financial decisions
Job no longer available
Unleashing insights for accelerated financial decisions
501-1000 employees
Job no longer available
$65-75k
+ Performance-based annual bonus
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
- The Customer Success Specialist will possess strong communication, relationship-building, and problem-solving skills
- Bachelor’s degree, preferably in business, finance, or a related field
- 1+ years of working experience in a customer-facing role, ideally in financial services or with subscription-based services
- 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
What the job involves
- The Customer Success Specialist will be responsible for increasing user adoption, driving retention rates, promoting processes, and developing relationships with key stakeholders across the buyside credit investing space, while also helping support the wider team
- Become an Octus expert with a strong understanding of our products, services, and the credit investing market
- Develop key relationships, drive usage, and reach a wide range of subscribers through understanding each persona’s different workflows, educating them with best practices on how to use the service, gathering feedback, and providing updates on new functionalities, databases, and products
- Lead onboarding and implementation efforts for new Octus subscribers and provide support to first-year customers to prevent churn
- Monitor account health across ~150 buy-side accounts without dedicated customer success support to identify at-risk accounts and provide dedicated coverage alongside the account management team ahead of the renewal
- Create monthly newsletters highlighting new content and features on the platform tailored to specific credit investing personas to scale and enhance our customer reach
- Leverage existing customer relationships and expand the network of relevant contacts within each account to become the partner of choice for their needs
- Proactively strategize outreach efforts through emails, phone calls, and in-person meetings
- Act as the voice of the customer when collaborating with various internal teams across sales, editorial, product, and tech to ensure our clients’ needs are met
- Work closely with the sales team to develop account plans, monitor our client’s platform usage, and share findings from client interactions, including but not limited to relaying new firm knowledge and potential expansion opportunities to ensure customer growth
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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