Implementation Specialist, Octus
$110-120k
The essential credit platform
Be an early applicant
The essential credit platform
501-1000 employees
Be an early applicant
$110-120k
501-1000 employees
Company mission
To make subscribers the smartest people in the room on all things credit.
Role
Who you are
- 5-7 years of experience in client-facing software implementation and/or project management, ideally within fintech, SaaS, or financial services, including 3-5 years of relevant experience in Leveraged Credit / Fixed Income
- High proficiency in software systems, data tools (e.g., Excel, etc.), and advanced proficiency with using AI models (Claude, ChatGPT, etc.)
- Strong project management skills with the ability to juggle multiple concurrent client implementations
- Excellent written and verbal communication skills, with the ability to translate technical concepts for non-technical stakeholders
- Exceptional attention to detail
- Ability to build client trust and credibility quickly as a knowledgeable partner, while at times pushing back on requests that don’t align with the product roadmap
- Self-starter who is comfortable in a fast-paced, high-growth environment and will push back constructively when needed
What the job involves
- We are looking for an Implementation Specialist to own the onboarding experience for our clients, guiding them from signed contract through scoping and implementation, and into a strong long-term partnership
- You will work to configure the LevPro platform (Research Management, Trading Tools/OMS, Portfolio Management, Compliance) around each client's workflows, manage data migrations and back-office interfaces, and train new users so they can hit the ground running
- You will coordinate closely with the sales, data, customer success and product development teams to identify, create and support the best solutions for our clients
- This is a highly cross-functional, client-facing role for someone who enjoys turning complex requirements into scalable, customer-focused solutions
- Own end-to-end onboarding for new clients, from scoping and project kickoff, through to go-live, keeping each project on schedule and within scope
- Translate client's existing workflows and requirements into system configuration, documenting and explaining relevant details to clients and executing on the implementation
- Coordinate and test third-party integrations, working closely with engineering and third parties
- Lead training sessions and build out general documentation/FAQs so client teams can use system independently
- Troubleshoot and resolve client issues keeping clients informed throughout
- Partner with sales to ensure a seamless handoff and set the foundation for a strong long-term relationship
- Identify and flag opportunities to improve implementation tools, processes and LevPro products
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 40,000 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 has opened the doors to vast opportunities for Octus's further growth.
Steph
Company Specialist at Welcome to the Jungle
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
Midtown South, New York, NY
Leadership
Kent Collier
(Founder & CEO)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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