The Customer Success Specialist will be responsible for increasing user adoption, driving retention rates, promoting processes, and developing relationships with key stakeholders across the buyside credit investing space, while also helping support the wider team. The Customer Success Specialist will possess strong communication, relationship-building, and problem-solving skills.

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

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

• Bachelor’s degree, preferably in business, finance, or a related field
• 1+ years of working experience in a customer-facing role, ideally in financial services or with subscription-based services; this may include relevant internships
  
  • Or a relevant degree and internship experience for new 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 $67,000-$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.

Octus is hiring a commercially-minded Product Specialist to own revenue outcomes across our Direct Data, and Data and Workflow solutions. You'll be accountable to revenue targets, lead expansion conversations, and sit at the intersection of client strategy, product influence, and commercial growth. You'll manage relationships from practitioner to C-suite, turning deep product expertise into measurable business impact for both clients and Octus.

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

Responsibilities

Revenue & Commercial Outcomes

• Carry and deliver against sales targets across Direct Data and Workflow products
• Lead account expansion strategies, proof-of-concept engagements, and upsell motions in partnership with Account Managers and Sales Engineers
• Re-engage closed-lost opportunities as product gaps close, converting previous losses into new ARR
• Identify and document expansion signals from client interactions and surface them to commercial stakeholders. Shape and execute the strategy to convert opportunities to revenue

Client Retention & Adoption

• Own the post-sale relationship for a global book of accounts, managing from handoff through renewal and growth
• Drive measurable usage and adoption across your portfolio, with clear KPIs and proactive outreach cadences (email, calls, on-site)
• Build relationships at every level — from ops teams running daily workflows to investment decision-makers and C-suite sponsors
• Educate clients on best practices, new features, and data releases to maximize the value of their Octus subscription

Product & Market Intelligence

• Become a recognized subject matter expert in Octus's data and workflow products
• Systematically capture client feedback and translate it into actionable product roadmap input for Product, Commercial, and senior leadership
• Document and scale commercial playbooks to the broader teams

What We're Looking For

• 3+ years in a client-facing role, ideally in financial technology or financial services
• Demonstrated ability to manage and grow commercial accounts — quota or target experience preferred
• Strong project management skills; comfortable coordinating across complex, multi-stakeholder client organizations
• Intellectually curious with genuine interest in credit markets, data products, or financial workflows
• Self-directed, organized, and energized by a fast-paced commercial environment

Why Octus

You'll join a high-performing Customer Success team where commercial impact is recognized and career growth is real. You'll have direct influence on the product roadmap, close collaboration with senior commercial leadership, and a platform that's reshaping how institutional investors access critical market intelligence.

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 $80,000 - $95,000. This position is also 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.

As a Sales Development Representative at Octus, you will be instrumental to the growth of our business in the Americas. You’ll drive new business by prospecting and building relationships with investors and credit market professionals. The SDR role will provide you with the foundational experience to be able to hit and surpass your goals. Octus offers professional development programs and a career path for top-performing SDRs, with an opportunity to advance to a quota-carrying Account Executive role.

This position is based in our New York City office, with a hybrid (3 days in office per week) schedule.

Responsibilities: 

• Identify new opportunities based on key profiles in target accounts
• Collaborate with and support our Account Executives on identifying new business opportunities, territory mapping, booking meetings, and assisting with trial conversions
• Conduct consistent email, phone and social outreach to connect with new prospects
• Engage with prospects to articulate Octus’ value proposition, using discovery and objection handling techniques to speak knowledgeably with investment professionals and build interest in our products
• Book meetings and log all activities in our CRM, Salesforce
• Consistently achieve or surpass your monthly KPIs

Requirements:

• Effective verbal and written communication skills; you’re able to communicate complex concepts articulately and confidently to a sophisticated audience.
• Emotional intelligence; you are skilled in active listening, understanding prospect needs, and managing conversations with empathy. You have the ability to adapt and pivot in real-time during conversations to build trust and uncover opportunities.
• Proactive and self-driven; you are able to work independently, taking initiative to solve problems and pursue opportunities. You have a strong sense of ownership and accountability for your performance.
• Resilience and determination; you are goal-oriented with a relentless drive to succeed. You’re persistent in overcoming challenges and consistently pushes towards meeting or exceeding targets.
• Interest in Financial Services; you demonstrate a genuine curiosity and enthusiasm for the financial services industry, especially the credit markets.
• Passion for Sales; you have strong interest in pursuing a long-term career in sales, and are committed to learning the fundamentals of business development, relationship building, and client engagement.
• Time management and organizational skills: you can prioritize tasks effectively, manage your time efficiently, and meet deadlines in a fast-paced environment.
• Bachelor’s degree in business or a related field; sales/client-facing internships or work experience 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 $68,000 - $75,000. This position is eligible for a monthly KPI-based commission bonus.

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

The Customer Success Manager will be responsible for managing a book of existing AmLaw 100 firms while supporting our efforts to promote processes, drive retention rates, increase usage and develop stakeholder relationships. The Customer Success Manager will possess strong communication, relationship building, and problem solving skills.

Please note that we are open to considering candidates at the Specialist and Manager levels. Where you fall will be determined during the interview process, based on experience, skills, and other relevant factors.

This position is based in our New York City office, on a hybrid schedule (3 days in office per week).

Responsibilities

• Become an Octus expert with an understanding of the legal segment, our products, services, and the financial restructuring industry/process, along with the sub-investment grade market
• Manage a book of legal 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

• 1-5 years of working experience in a customer facing role
• Excellent written and verbal communication skills
• A self-starter who is diligent and organized, but adaptable and creative
• Experience in financial services and/or working with law firms 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-$90,000, 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.

Our New Business team is responsible for bringing in new business across the US, with a focus on institutional companies including hedge funds, asset managers, investment banks and CLO managers. The team establishes business opportunities by identifying prospects and evaluating their position in the industry.

Our team is based in our New York City office, and operates on a hybrid, 3 days/week schedule.

New Business responsibilities

• Establish business opportunities by identifying prospects and evaluating their position in the industry; researching and analyzing sales options
• Manage all facets of the sales cycle to exceed annual targets including pitching, demoing, negotiating and closing deals
• Identify competitive advantages by understanding how current subscribers leverage our products
• Interface with prospects and communicate the value of all Octus products

What we look for

• 2+ years experience in a quota-carrying full-cycle new business / new logos sales role, with demonstrated ability to hit and exceed targets
• Experience selling financial research, analytics or data (preferably credit) to the buyside and/or sell side
• Organized, detail-oriented with the ability to prioritize and respond quickly; ability to keep on top of all requirements with multiple ongoing workstreams
• Ability to work in a highly collaborative environment

Octus Values

•     Action Oriented
•     Customer First Mindset
•     Effective Team Players
•     Driven To Excel

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 salary range estimate for a New Business Sales Executive is $110,000 - $135,000, plus monthly commission.

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

Octus provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Octus complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

We are seeking a highly motivated Solutions Specialist to join Octus to support the firm’s expansion strategy. This unique hybrid role sits at the intersection of Sales and Product. This is a high-impact, client-facing position ideal for a commercially minded professional with deep legal and financial services experience and a passion for credit.  Working closely with Account Managers and Product Owners you will play a central role in driving the successful adoption of our newest and strategic news, analysis, data, and workflow solutions.

This is a New York-based position, with an in-office requirement of 3 days per week.

Key Responsibilities

• Trial management and Solutions-based demos for the Legal Segment
  • Partner with Account Managers to execute demos/trials for designated cross-sell opportunities within the Legal segment. This will include our newest and most strategic solutions.
  • Serve as the solutions specialist during the sales cycle, conducting persona-based solutions-focused demonstrations to ensure effective product adoption during the trial phase.
  • Develop customized trial plans, success criteria, and compelling use cases tailored to each client's specific workflow.
  • Document and standardize successful trial methodologies to create scalable "playbooks" and sales enablement materials for the wider sales organization.

• Product & Market Feedback to Product Owners & Sales Leadership
  • Actively gather qualitative and quantitative feedback from clients and prospects during demos/trials regarding product features, usability, performance, and commercial viability.
  • Synthesize market intelligence and client feedback into clear, actionable requirements and recommendations for the product owners to inform the product roadmap.
  • Weekly feedback and alignment calls with product owners and sales leadership.

• Commercial & Technical Expertise
  • Maintain a deep understanding of the competitive landscape, industry trends, and the specific client workflows within the segment allocated.
  • Collaborate with Product/Marketing to refine messaging, positioning, and sales collateral based on real-world client interactions and successful trial conversions.
  • Assist in packaging strategies based on observed client value and adoption wins and hurdles. 

Required Qualifications

• Deep credit and market expertise and/or legal expertise required, gained through experience at financial and legal institutions, investment banks, or buy side firms. Minimum 5 years.
• Minimum 8 years of experience in a client-facing role within the financial technology, legal technology, or professional services industry (e.g., Solutions Consulting, Product Specialist …etc.)
• Proven ability to understand complex financial workflows and articulate how data, news, and analytical tools can solve specific business problems for Law Firms.
• Experience with a new product introduction or significant feature launch.
• Understanding of the sales process, including trial design, qualification, and closing.
• Exceptional presentation, demonstration, and communication skills, with the ability to tailor persona-based solutions against client challenges and needs.
• Highly organized with experience managing multiple projects/trials simultaneously in a fast-paced environment.
• Bachelor’s degree in Finance, Economics, Business, Law, or a related field.

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 $170,000 - $200,000, plus an on-target incentive.

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

Our Account Management team is responsible for managing and growing existing relationships with buyside, advisory, and legal accounts within the United States through subscription renewals and account expansion, uplifts and cross-selling of additional Octus products. 

Our team is based in our New York City office, and operates on a hybrid, 3 days/week schedule.

Account Management responsibilities

• Manage all aspects of the renewal cycle for Octus’ subscription relationships within the buyside, sell side, advisory, or legal sectors
• Manage key client interactions with a determined focus on expansion opportunities within accounts and subscription renewals targeting 115%+ net retention
• Collaborate with customer success to deliver excellent client service and customer experience
• Coordinate with Octus’ product team to identify opportunities for product and platform enhancements
• Track and analyze KPIs and product usage on accounts to determine appropriate relationship management strategy

What we look for

• Experience in an account management role, renewing, upselling, and cross-selling solutions to the buyside, sell side, advisory, or law firms
• Strong ability to build relationships and business partnerships to meet and exceed net retention targets
• Proven success in hitting quota and retention targets
• Organized, detail-oriented with the ability to prioritize and respond quickly; ability to keep on top of all requirements with multiple ongoing workstreams
• Excellent interpersonal, verbal and written communication
• Experience with Salesforce

Octus Values

•     Action Oriented
•     Customer First Mindset
•     Effective Team Players
•     Driven To Excel

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 salary range estimate for an Account Manager is $95,000 - $130,000, plus 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 provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Octus complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Octus provides breaking news and market-moving intelligence along with cutting-edge technology and data for hedge funds, investment banks, and law firms. We are changing the way that professionals access opaque or complex information, and we’re always looking for bright minds to join our talent pipeline for upcoming opportunities on our Customer Success team.

Customer Success Managers at Octus are responsible for increasing user adoption, driving retention rates, promoting processes, and developing relationships, while also helping support the wider team. Successful candidates should possess strong communication, relationship-building, and problem-solving skills. Our CSM works with the following segments: law firms, investment banks & advisory firms, and the buy side.

We operate on a hybrid schedule (3 days in office per week). Our CSM team is based primarily in New York City and London.

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

Requirements

• 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

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, encompassing a variety of levels, is $70,000 - $95,000. The role 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. 

At Octus, Account Managers are responsible for managing and growing relationships with a book of accounts (banks, law firms, or buyside firms) through subscription renewals and expansion, uplifts and cross-selling of additional Octus products. This role would be ideal for an accomplished account management professional who is looking to join a growing and innovating fintech company. Knowledge of the credit markets is preferred though not required.

We are currently looking for candidates who have experience managing relationships with and selling to the buyside, banks, or both.

Responsibilities

• Manage all aspects of the renewal cycle for Octus’ subscription relationships covering a book of either banking or buyside accounts
• Manage key client interactions with a focus on expansion opportunities within accounts and subscription renewals targeting 115%+ net retention
• Build a strong knowledge of your client base in order to identify and close cross sell opportunities, which is fundamental to achieving your quota
• Collaborate with customer success to deliver excellent client service and customer experience
• Coordinate with Octus’ product team to identify opportunities for product and platform enhancements
• Track and analyze KPIs and product usage on accounts to determine appropriate relationship management strategy

Requirements

• 3-5+ years of progressive experience in an account management role selling to buyside firms or banks, preferably with experience working in credit. 
• Ability to manage complex institutions involving multiple teams and stakeholders. 
• Proven ability to develop a deep knowledge of a complex suite of products (such as datasets, API feeds and research). Proven success in hitting quota and executing on cross-sell opportunities. 
• Organized, detail-oriented with the ability to prioritize and respond quickly; ability to keep on top of all requirements with multiple ongoing workstreams
• Excellent interpersonal, verbal and written communication
• Experience with Salesforce required
• Ability to work in a hybrid schedule (3 days in office per week)