Customer Success Specialist, Octus
Investment Banking & Advisory
$70-75k
3 days a week in office
The essential credit platform
Be an early applicant
The essential credit platform
501-1000 employees
Be an early applicant
$70-75k
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
- Undergraduate degree, preferably in business, finance, or a related field
- 0-1 years of working experience in a customer-facing role, ideally in financial services or with subscription-based services. (*note: we are open to promising recent graduates)
- Excellent written and verbal communication skills
- A self-starter who is diligent and organized but adaptable
- Demonstrated interest in financial services and learning the credit markets is a bonus
What the job involves
- Manage a focused, small book of foundational accounts, acting as their primary point of contact to drive platform adoption, onboarding and build client relationships
- Monitor account health identifying at-risk accounts and providing dedicated coverage alongside the account management team ahead of the renewals
- Partner directly with Senior Customer Success Managers on high-priority and high-spend accounts, supporting client prep, new user onboarding and follow-ups while gaining exposure to complex workflows
- Execute ad-hoc customer success projects, including building training collateral, compiling user data reports and assisting with team-wide strategic initiatives. Opportunity to also collaborate across departments such as sales, product, tech and editorial
- Become an Octus expert with a strong understanding of our products, services, and the credit market. Apply these concepts to each persona’s different workflows, educating them with best practices and relevant features
- Capture and synthesize client feedback, feature requests, and pain points during routine touchpoints. Share actionable insights with internal teams
- Drive proactive outreach efforts through emails, phone calls, and in-person meetings
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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