Customer Success Manager, Octus
Product Specialist
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
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
- Are you a highly motivated individual with a passion for technology and customer success? Do you thrive in a fast-paced environment where you can build strong relationships, manage accounts proactively, and focus on delivering innovative data product solutions? If so, you might be a great fit for our team
- 3+ years of working experience in a customer facing role, ideally in tech or financial services
- Excellent written and verbal communication skills
- A self starter who is diligent and organized but adaptable
- Curiosity and a passion for learning
What the job involves
- As a Product Specialist, you'll play a critical role in ensuring customer satisfaction and driving product adoption
- You'll need to be a self-starter, comfortable working independently, and a team player who can collaborate effectively with colleagues across various departments
- The Product Specialist will have a deep curiosity and strong communication, relationship building and problem solving skills
- Become an Octus data product and implementation subject matter expert (SME). Collaborate with various customer teams, including security, technology, data, compliance, investment, and operations, to address complex client needs
- Manage the entire customer implementation lifecycle, from project planning and kickoff through onboarding, training, progress monitoring, reporting, and post-implementation review, including coordinating technical aspects, developing training programs, communicating with stakeholders at all levels (including C-suite executives), providing strategic advice, and ensuring a seamless handover to the ongoing support team
- Support the management of global book of accounts to understand their business drivers and goals and ensure they are sticky with the Octus product suite
- Develop key relationships and drive usage before, during, and after implementations, educating them on best practices on how to use their subscription, gathering feedback and providing updates on new functionalities/databases
- Work closely with the sales team to develop account plans, monitor the 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
- Monitor key performance indicators across accounts and strategize outreach efforts through emails, phone calls and in-person meetings to maximize usage and adoption
- Support other members of the Product Specialist team through collaboration on projects and client-related issues
- Take on additional projects outside the main scope of work to drive commercial and business growth and innovation, building and maintaining bridges to our wider commercial, product, technology, data, and compliance teams
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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