Remote Data & Client Success Associate — Grow & Learn

Octus; New York (NY); Hybrid; USD 75,000 - 80,000; Full time

Benefits offered by this job

Competitive pay & benefits

Remote or in-office flexibility

Learning stipend

Job summary

Octus seeks a Business Data Associate to support our data team, customer success and product development. You will learn back-end data processes, focus on data entry, data cleanliness, and identify process improvements while engaging with the LevPro front-end system in a client-facing role.

Initially you will assist clients with navigation and configuration, answer questions, define requirements, and gather feedback.

Qualifications

• Attention to detail and accuracy in data handling.
• Growth mindset, curiosity and eagerness to learn.
• Ability to work independently and collaborate asynchronously with cross-functional teams.

Responsibilities

• Enter data, interpret data and analyze results.
• Develop and use data collection systems to optimize efficiency.
• Acquire data from primary or secondary sources and maintain databases.
• Analyze data to improve customer experience and support client onboarding.

Skills

Data entry

Data analysis

Excel

Communication

Tools

LevPro

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/

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

We are looking for a Credit Operations Analyst who will support our data team, customer success and internal product development. The initial role will entail learning back-end data processes focused on data entry, data cleanliness, and locating new process improvement opportunities. You will also gain experience with the LevPro front-end system (Research Management, Trading Tools, Portfolio Management, Compliance) in a client-facing role. Here you will assist clients with navigating and configuring the software, answering product and implementation related questions, defining requirements and soliciting feedback. Down the road, we envision you growing into a multi-tool player, with a complete front and back-end understanding of the product, who would contribute to building and maintaining client relationships to increase business revenue potential.

LevPro, now part of Octus, is a modern operating system for leveraged credit asset managers, founded to modernize a $1.5 trillion finance sector where highly skilled professionals still populate spreadsheets from unstructured emails, manually match names to identifiers, and work off text documents. We use artificial intelligence (and a little magic) to solve a number of data, nomenclature, and workflow problems that have plagued this industry, resulting in a massively improved user experience. Our single code base allows us to iterate at a rapid pace, which also results in industry-leading customer response times. Our platform has enjoyed strong adoption across the Alternative Asset industry, with many of our clients transitioning away from the legacy software they've been using for years. We're looking to bolster our talented team with the addition of key strategic hires to support growth.

Data responsibilities include:

• Entering data, interpreting data and analyzing results
• Developing and using data collection systems that optimize efficiency
• Acquiring data from primary or secondary sources and maintaining databases

Customer Success responsibilities include:

• Analyzing data to improve customer experience
• Providing real-time customer support and feedback
• Holding product demonstrations for new customers and developing user guides
• Contributing to client onboarding and implementations to better understand client processes and build rapport with client stakeholders
• Developing and monitoring project metrics

Requirements

• Exceptional attention to detail
• Growth mindset, curiosity and eagerness to learn
• Ability to push back on superiors
• Ability to work independently and collaborate asynchronously with cross-functional teams
• 1-2 years of relevant experience (Fixed Income / Leveraged Credit) preferred
• Technical expertise in Excel and other data frameworks preferred, including using ChatGPT/others

What We Offer

• Competitive pay and benefits
• As much opportunity and responsibility as you can handle
• A flexible, remote or in office work model
• A highly collaborative and dynamic group environment
• A stipend for learning (books, classes, etc.)

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 $75,000 - $80,000. This position is eligible for a quarterly commission bonus.

The actual compensation will be at Octus’ sole discretion and will be determined by the aforementioned and other relevant factors.

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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