Customer Success Specialist - Investment Banking

Octus; City Of London; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A global credit intelligence provider is seeking a Customer Success Specialist to drive user adoption and retention within investment banking. The role emphasizes relationship-building and communication skills to manage client accounts effectively. Ideal candidates have a relevant degree and experience in customer-facing roles. This position offers a hybrid work model based in London, with competitive health benefits and career development opportunities.

Benefits

Competitive health benefits

401k and pension plans

Educational reimbursements

Qualifications

• 1+ years of working experience in a customer-facing role, ideally in financial services or subscription-based services.
• Excellent written and verbal communication skills.
• A self-starter who is diligent and organized but adaptable.

Responsibilities

• Increase user adoption and drive retention rates in investment banking.
• Develop relationships and educate users on product functionalities.
• Lead onboarding for new subscribers and monitor account health.

Skills

Communication

Relationship-building

Problem-solving

Education

Undergraduate degree in business, finance, or related field

Job description

Customer Success Specialist - Investment Banking

London, England, United Kingdom

Octus

Octus is a leading global provider of credit intelligence, data, and analytics. Since 2013, tens of thousands of professionals across hedge funds, 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, pet-friendly offices (US only), and much more.

Role

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.

The Customer Success Specialist will be responsible for increasing user adoption, driving retention rates, promoting processes, and developing relationships within the investment banking space, while also helping support the wider team. The Customer Success Specialist will possess strong communication, relationship-building, and problem-solving skills.

This is a hybrid role (3 days in office per week), located in our London office.

Responsibilities

• Become an Octus expert with a strong understanding of our products, services, and the credit investing market
• Develop key relationships, 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 the service, gathering feedback, and providing updates on new functionalities, databases, and products
• Lead onboarding and implementation efforts for new Octus subscribers and provide support to first-year customers to prevent churn
• Monitor account health across a book of investment banking accounts, identifying at-risk accounts and providing dedicated coverage alongside the account management team ahead of the renewal
• Leverage existing customer relationships and expand the network of relevant contacts within each account to become the partner of choice for their needs
• Proactively strategize outreach efforts through emails, phone calls, and in-person meetings
• Act as the voice of the customer when collaborating with various internal teams across sales, editorial, product, and tech to ensure our clients’ needs are met
• Work closely with the sales team to develop account plans, monitor our 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

Requirements

• Undergraduate degree, preferably in business, finance, or a related field
• 1+ years of working experience in a customer-facing role, ideally in financial services or with subscription-based services
• 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

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.

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