Senior Credit Solutions Consultant

Watershed Ventures; New York (NY); On-site; USD 170,000 - 200,000; Full time

Benefits offered by this job

Health benefits

401k match

PTO

Generous parental leave

Gym subsidies

Education reimbursements

Job summary

Octus is seeking a highly motivated Solutions Specialist in New York to support expansion strategy. This hybrid role sits at the intersection of Sales and Product, requiring deep credit and legal expertise, with client-facing responsibilities and demos to drive adoption.

Based in New York, the role requires in-office presence 3 days per week. You will collaborate with Account Managers and Product Owners on demonstrations, trial success plans, and market feedback to inform the roadmap.

Qualifications

• Minimum 5 years of deep credit and market expertise or legal expertise.
• Minimum 8 years in a client-facing role within financial technology, legal technology, or professional services.
• Ability to understand complex financial workflows and articulate how data, news, and analytical tools solve business problems.
• Experience with a new product introduction or significant feature launch.
• Understanding of the sales process including trial design, qualification, and closing.
• Excellent presentation and communication skills; able to tailor persona-based solutions.
• Highly organized with experience managing multiple projects/trials in a fast-paced environment.
• Bachelor's degree in Finance, Economics, Business, Law, or a related field.

Responsibilities

• Manage trials and solutions-based demos with cross-sell opportunities.
• Gather qualitative and quantitative feedback from clients during demos and trials.
• Work with Product/Marketing to refine messaging, positioning, and collateral.
• Assist in packaging strategies based on observed client value and adoption.

Skills

Credit market expertise

Legal expertise

Client-facing experience

Presentation skills

Project management

Education

Bachelor's degree in Finance, Economics, Business, Law, or related field

Job description

Octus is seeking a highly motivated Solutions Specialist in New York to support expansion strategy. This hybrid role sits at the intersection of Sales and Product, requiring deep credit and legal expertise, with client-facing responsibilities and demos to drive adoption.

Based in New York, the role requires in-office presence 3 days per week. You will collaborate with Account Managers and Product Owners on demonstrations, trial success plans, and market feedback to inform the roadmap.