Customer Success Manager

MoneyLion; New York (NY); On-site; USD 70,000 - 95,000; Full time

Job summary

A leading global provider of credit intelligence is seeking a Customer Success Manager to enhance user adoption and drive retention rates. The role requires strong communication and relationship-building skills, with a focus on onboarding clients and ensuring their success. Candidates should have a degree in a relevant field and experience in customer-facing roles. The position is hybrid-based in New York City, offering a salary range of $70,000 to $95,000 plus performance bonuses.

Qualifications

• 1-5 years of working experience in a customer-facing role, ideally in financial or legal services.
• Excellent written and verbal communication skills.
• A self-starter who is diligent and organized but adaptable.

Responsibilities

• Become an expert with a strong understanding of products and services.
• Develop key relationships and drive user adoption.
• Lead onboarding and implementation efforts for new subscribers.

Skills

Strong communication skills

Relationship-building

Problem-solving skills

Education

Undergraduate degree in business, finance, law, or related field

Job description

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/.

Role Overview

Customer Success Managers at Octus are responsible for increasing user adoption, driving retention rates, promoting processes, and developing relationships, while also helping support the wider team. Successful candidates should possess strong communication, relationship-building, and problem-solving skills. Our CSM works with the following segments: law firms, investment banks & advisory firms, and the buy side. We operate on a hybrid schedule (3 days in office per week) and the team is based primarily in New York City and London.

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 segment-specific 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, law, or a related field
• 1-5 years of working experience in a customer-facing role, ideally in financial services, legal 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

Compensation

The base salary range is $70,000 - $95,000, and the role is eligible for an annual performance bonus.

EEO Statement

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.