Customer Success Manager, Octus
Investment Banking
$75-85k
Eligible for a quarterly KPI bonus
2-3 days a week in office
The essential credit platform
Job no longer available
The essential credit platform
501-1000 employees
Job no longer available
$75-85k
Eligible for a quarterly KPI bonus
2-3 days a week in office
501-1000 employees
Company mission
To make subscribers the smartest people in the room on all things credit.
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 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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