Customer Success Manager, Octus

Investment Banking

$75-85k

Eligible for a quarterly KPI bonus

Mid and Senior level

New York

2-3 days a week in office

Unleashing insights for accelerated financial decisions

Job no longer available

Unleashing insights for accelerated financial decisions

501-1000 employees

B2BEnterpriseLegalAnalyticsMarket research

Job no longer available

$75-85k

Eligible for a quarterly KPI bonus

Mid and Senior level

New York

2-3 days a week in office

501-1000 employees

B2BEnterpriseLegalAnalyticsMarket research

Company mission

To empower subscribers to discover and synthesize the information that matters through the combination of passionate experts and innovative technology.

Job

Company

Role

Who you are

The Customer Success Manager will possess strong communication, relationship-building, and problem-solving skills
Bachelor’s degree, preferably in business, finance or a related field
3+ years of working experience in a customer facing role
Excellent written and verbal communication skills
A self starter who is diligent and organized but adaptable
Experience in financial services/investment banking or with a subscription-based services a plus

What the job involves

We are changing the way that professionals access opaque or complex information, and we are always looking for bright minds to join our growing Customer Success team
The Customer Success Manager will be responsible for managing a book of existing global clients in the investment banking space while supporting our efforts to promote processes, drive retention rates, and increase revenue
Become an Octus expert with a strong understanding of our products, services, and sub-investment grade credit space
Manage a book of global strategic clients, understand their business drivers and goals, and ensure they are adopting the Octus product suite
Develop key relationships and drive usage and reach with a wide range of subscribers through understanding each persona’s different workflows, educating them with best practices on how to use their subscription, gathering feedback, and providing updates on new functionalities, databases, and products
Leverage existing customer relationships and expand the network of relevant contacts within each account to become the partner of choice for their needs
Monitor key performance indicators across accounts and strategize outreach efforts through emails, phone calls, and in-person meetings to maximize usage and adoption
Act as the voice of the customer when collaborating with various internal teams across sales, editorial, product, and tech to ensure our client’s needs are met
Work closely with the sales team to develop account plans, monitor 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

Glassdoor (3.7)

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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