Customer Success Product Specialist, Octus
3 days a week in office
The essential credit platform
Posted today
The essential credit platform
501-1000 employees
Posted today
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
- 3+ years in a client-facing role, ideally in financial technology or financial services
- Demonstrated ability to manage and grow commercial accounts — quota or target experience preferred
- Strong project management skills; comfortable coordinating across complex, multi-stakeholder client organizations
- Intellectually curious with genuine interest in credit markets, data products, or financial workflows
- Self-directed, organized, and energized by a fast-paced commercial environment
What the job involves
- Octus provides breaking news and market-moving intelligence along with cutting-edge technology and data for hedge funds, investment banks and law firms
- 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
- Octus is hiring a commercially-minded Product Specialist to own revenue outcomes across our Direct Data, and Data and Workflow solutions
- You'll be accountable to revenue targets, lead expansion conversations, and sit at the intersection of client strategy, product influence, and commercial growth
- You'll manage relationships from practitioner to C-suite, turning deep product expertise into measurable business impact for both clients and Octus
- Carry and deliver against company targets across Direct Data and Workflow products
- Lead account expansion strategies, proof-of-concept engagements, and upsell motions in partnership with Account Managers and Sales Engineers
- Re-engage closed-lost opportunities as product gaps close, converting previous losses into new ARR
- Identify and document expansion signals from client interactions and surface them to commercial stakeholders. Shape and execute the strategy to convert opportunities to revenue
- Own the post-sale relationship for a global book of accounts, managing from handoff through renewal and growth
- Drive measurable usage and adoption across your portfolio, with clear KPIs and proactive outreach cadences (email, calls, on-site)
- Build relationships at every level — from ops teams running daily workflows to investment decision-makers and C-suite sponsors
- Educate clients on best practices, new features, and data releases to maximize the value of their Octus subscription
- Become a recognized subject matter expert in Octus's data and workflow products
- Systematically capture client feedback and translate it into actionable product roadmap input for Product, Commercial, and senior leadership
- Document and scale commercial training and playbooks to the broader 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 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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