Implementation & Workflow Specialist

Watershed; New York (NY); Hybrid; USD 68,000 - 95,000; Full time

Benefits offered by this job

Health benefits

401k matching

PTO

Parental leave

Gym subsidies

Educational reimbursements

Job summary

Octus in New York is seeking an Implementation & Workflow Specialist to own the end-to-end technical delivery for our Data and Workflow solutions, from kickoff through go-live.

You will manage large‑scale client projects, partner with commercial teams to deliver compelling POCs, and work with product leadership to refine delivery playbooks as we scale.

This hybrid role requires 2+ years in client‑facing technical roles, strong communication, and a passion for credit data workflows.

Qualifications

• 2+ years in a client-facing role focused on technical implementation or sales engineering.
• Experience managing complex, multi-stakeholder projects with large-scale systems.
• Proven ability to deliver implementations and credible POCs under tight timelines.
• Interest in credit markets, data products, or financial workflows.
• Exceptional project management and ability to work in ambiguity.
• Excellent written and verbal communication, translating technical value to clients up to C-suite.
• Self-directed and highly organized with cross-functional collaboration.

Responsibilities

• Deliver end-to-end complex client implementations for Octus’s Private Platform data products.
• Lead large-scale engagements coordinating technical and commercial streams.
• Drive project planning, kickoff, implementation, progress reporting, handover to Product Specialist team.
• Monitor KPIs and ensure timely go-lives and high-quality handovers.

Skills

Client-facing

Implementation

Project management

Financial services

Communication

Cross-functional

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

As an Implementation & Workflow Specialist, you sit at the critical intersection of pre‑sales validation and technical delivery for our Data and Workflow solutions. You will own the end‑to‑end technical implementation of complex, customizable UI environments, ensuring seamless onboarding from kickoff through go‑live. You'll manage relationships from practitioner to C‑suite, turning deep product expertise into measurable business impact for both clients and Octus.

In addition to core implementations, this role will project manage large‑scale, intricate client projects and partner directly with commercial teams to deliver compelling Proof of Concepts (POCs) for prospective clients.

This is a hybrid position (3 days in office/week), based in our New York office.

WHAT YOU’LL DO

Complex Implementations & Project Management

• Execute the end‑to‑end delivery of highly customizable and complex client implementations for Octus’s Private Platform data products.
• Project manage large‑scale, mission‑critical client engagements, coordinating cross‑functional technical and commercial streams to ensure successful delivery and adoption of complex platform solutions.
• Drive project planning, kickoff, technical implementation, progress reporting, and a seamless handover to the ongoing Product Specialist team upon go‑live.
• Monitor and deliver against implementation KPIs across your pipeline, ensuring optimal time‑to‑value, on‑time go‑lives, and high‑quality handovers.

Pre‑Sales Support & Proof of Concepts (POCs)

• Partner closely with New Business Representatives, Account Managers, and Sales Engineers to scope, configure, and launch trial environments.
• Design and execute Proof of Concept (POC) engagements that showcase deep product expertise and translate technical capabilities into measurable business impact for prospective clients.
• Serve as the primary workflow subject matter expert during the pre‑sales cycle, guiding prospective C‑suite and senior technical stakeholders through complex product capabilities.

Cross‑Functional Collaboration & Strategy

• Partner with Technology, Data, Compliance, and Product teams to resolve complex client requirements, customize technical solutions, and remove delivery blockers.
• Document and scale implementation playbooks, standardising best practices for bespoke onboarding, environment consolidations and trial setups.
• Systematically capture client feedback during the trial and implementation phases, translating it into actionable product roadmap input for Product and Commercial leadership.

WHAT YOU BRING

• 2+ years in a client‑facing role dedicated to technical implementation, complex project management, or sales engineering - ideally in financial technology or financial services.
• Demonstrated experience managing complex, multi‑stakeholder client projects, specifically involving large‑scale system setups, technical integrations, or environment consolidations.
• A strong track record of delivering technical implementations and custom proof‑of‑concepts against tight timelines and technical scope.
• Intellectually curious with genuine interest in credit markets, data products, or financial workflows.
• Exceptional project management skills and comfort operating in ambiguity within a fast-paced commercial environment.
• Excellent written and verbal communication skills, with the ability to translate technical or product complexity into clear client value for practitioners up to C‑suite sponsors.
• Self‑directed and highly organized, with the ability to collaborate effectively across internal technical and commercial teams.

WHY THIS ROLE

This is an opportunity to own the critical first steps of the client journey - from pre-sale technical validation through the delivery of highly complex, strategic implementations. You will have a direct impact on our commercial success by shaping how institutional investors first experience and adopt our platform, while working closely with senior commercial, product, and technical leadership to refine our delivery playbooks as the company scales.

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 for this position, encompassing a variety of levels, is $67,500 - $95,000. This position is eligible for an annual performance 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.