Octus is a leading global provider of credit intelligence, data, and analytics. The Customer Success Manager will be responsible for increasing user adoption, driving retention rates, and developing relationships with clients in the hedge fund, investment banking, and law firm sectors.
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
Skills
- 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
Benefits
- Competitive health benefits
- Matched 401k and pension plans
- PTO
- Generous parental leave
- Gym subsidies
- Educational reimbursements for career development
- Recognition programs
- Pet-friendly offices (US only)
Company Overview
Octus is a credit intelligence company that specializes in debt advisory, banking and finance, and credit trading solutions. It was founded in 2013, and is headquartered in New York, New York, USA, with a workforce of 501-1000 employees. Its website is https://octus.com.
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