Customer Success Specialist - Investment Banking & Advisory
Sign up free to see how well your resume matches this role.
What you'll do
- 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
What they're looking for
- 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
Nice to have
- Demonstrated interest in financial services and learning the credit markets is a bonus
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Octus
Octus is a leading global provider of credit intelligence, data, and analytics. Since 2013, tens of thousands of professionals across hedge fund, investment banking, management consulting, and law firm verticals have come to rely on Octus to make better, faster, and more confident decisions in pace with the fast-moving credit markets.
For more information, visit: https://octus.com/
Working at Octus
Octus hires growth-minded innovators and trailblazers across the globe to drive our business and culture. Our core values – Action Oriented, Customer First Mindset, Effective Team Players, and Driven to Excel – define an organizational ethos that’s as high-performing as it is human. Among other perks, Octus employees enjoy competitive health benefits, matched 401k and pension plans, PTO, generous parental leave, gym subsidies, educational reimbursements for career development, recognition programs, and much more.
Role
Octus provides breaking news and market-moving intelligence along with cutting-edge technology and data for hedge funds, investment banks, advisors 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.
The Customer Success Specialist will be responsible for a small book of clients with the goals of increasing user adoption, driving retention rates and developing relationships within the investment banking and advisory space. Candidates should possess strong communication, relationship-building and problem-solving skills.
This is a hybrid role (3 days in office per week), located in our New York office.
Responsibilities
- 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
Requirements
- 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
At Octus, we consider a range of factors in connection with compensation decisions, including experience, skills, location, and our business needs and limitations. As a result, compensation may vary within and across similar roles and positions. Please note that the salary range information below is a good faith estimate for this position and actual compensation for any individual may fall outside this range if warranted by the circumstances applicable to that individual. If we identify a role that would be suitable for a broader range of skills and experience such that we would consider hiring at multiple levels then the range listed below may reflect that breadth.
The base salary range estimate for this position is $70,000-$75,000, plus a performance-based annual bonus.
The actual compensation will be at Octus’ sole discretion and will be determined by the aforementioned and other relevant factors.
Equal Employment Opportunity
Octus is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, pregnancy, veteran status, or any other legally protected status. We strive to create an inclusive and diverse work environment where all individuals are valued, respected, and treated fairly. We believe that diversity enriches our workplace and enhances our ability to innovate and succeed.
Company
Company facts come from this company's own listings. We only show what the postings themselves carry.