Customer Success Specialist - Buyside

Watershed; New York (NY); On-site; USD 70,000 - 75,000; Full time

Benefits offered by this job

Health benefits

401k and pension plans

Paid time off

Parental leave

Gym subsidies

Educational reimbursements

Recognition programs

Job summary

Octus is seeking a Customer Success Specialist to manage existing buy-side firms, drive retention, and expand product usage. You will build strong stakeholder relationships, gather feedback, and communicate needs to internal teams.

Ideal candidates have 0-2 years in customer-facing roles, excellent communication, and a proactive, adaptable work style. Base salary details are provided with performance bonuses. This role emphasizes customer-centric growth and collaboration.

Qualifications

• 0-2 years of working experience in a customer facing role; open to recent grads
• Excellent written and verbal communication skills
• Self-starter, diligent, organized, adaptable and creative
• Experience in financial services and/or familiarity with credit is a plus

Responsibilities

• Manage a book of existing buy-side firms and promote retention and usage
• Develop stakeholder relationships and act as the voice of the customer
• Collaborate with sales, editorial, product, and tech teams to meet client needs
• Monitor KPIs and drive outreach to maximize usage and adoption
• Work with sales to develop account strategy and identify expansion opportunities
• Educate clients on best practices for using subscriptions and new features
• Maintain strong communication through emails, calls, and meetings

Job description

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

The Customer Success Specialist will be responsible for managing a book of existing Buy Side firms while supporting our efforts to promote processes, drive retention rates, increase usage and develop stakeholder relationships. The Customer Success Specialist will possess strong communication, relationship building, and problem solving skills.

Responsibilities

• Become an Octus expert with an understanding of the Buyside segment, our products, services, and the financial restructuring industry/process, along with the sub-investment grade market
• Manage a book of buyside accounts to understand their business drivers and goals and ensure they are sticky with the Octus product suite
• Develop key relationships and drive usage with a wide range of subscribers through understanding each of their different workflows, educating them on best practices on how to use their subscription, gathering feedback, and providing updates on new functionalities/databases
• Leverage existing customer relationships and expand the network of relevant contacts within each client to become the partner of choice for their needs
• Monitor key performance indicators across accounts and strategize outreach efforts through emails, phone calls, and in-person meetings to maximize usage and adoption
• Act as the voice of the customer when collaborating with various internal teams across sales, editorial, product, and tech to ensure our client’s needs are met
• Work closely with the sales team to develop account strategy, monitor 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

• 0-2 years of working experience in a customer facing role; this could include relevant internships (*note: we are very open to promising recent graduates)
• Excellent written and verbal communication skills
• A self-starter who is diligent and organized, but adaptable and creative
• Experience in financial services and/or familiarity with credit a plus

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.