Customer Success Manager, Octus
Investment Banking
$75-85k
Eligible for a quarterly KPI bonus
2-3 days a week in office
Provider of credit data, analytics and intel
Open for applications
Provider of credit data, analytics and intel
201-500 employees
Open for applications
$75-85k
Eligible for a quarterly KPI bonus
2-3 days a week in office
201-500 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 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
Few candidates hear
back within 2 weeks
Company
Company benefits
- Medical, dental, vision, and 401k/pension benefits
- Generous PTO policy and Summer Fridays
- Gym subsidy and other fun fitness benefits
- Flexible working policy
- Home-office reimbursements
- Generous referral program to encourage quality recruiting
- Educational reimbursements for career development
- Kudos program to recognize and award colleagues
Company values
- Action Oriented: We believe in thoughtful action, clear decision making and moving the ball forward. We will make mistakes and learn from them in order to do better in the future. We understand the power of consistent action to yield compounding results
- Customer First Mindset: Our customers are the most important stakeholders in our business. Solving their problems and anticipating their challenges is the purpose of our work and our underlying mission. Our commitment is to deliver on our promises and continuously improve the customer experience every day
- Effective Team Player: We approach our work with a deep understanding that we are greater than the sum of our individual parts. We treat each other with respect and integrity and offer candid, thoughtful feedback to improve the organization. We recognize and affirm each person's individual talents and ambitions as we work towards Octus's shared goal
- Driven to Excel: We strive for excellence in everything we do. While we celebrate our achievements, we are relentlessly dissatisfied with the status quo. No matter the process, product or person, there is room for improvement. We continuously seek out those improvements and act upon them to benefit Octus and all of its stakeholders
Company HQ
NoMad, New York, NY
Leadership
Kent Collier
(CEO & 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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