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
The Customer Engagement Specialist at Octus will be responsible for providing help with ongoing support and queries from a sub-set of existing clients that are on “auto-renewal” contracts and address any questions they might have about their access, their subscriptions and the content they subscribe to. Ensuring the client gets maximum value from their existing subscriptions is a key element of this role. This role will also entail providing the client updates on their subscription and reviewing usage to ensure good overall use/engagement with our services.
The Customer Engagement specialist will work closely with the rest of the Sales organization, the Customer Success team and Marketing teams to provide great overall support in all areas to the client.
This is an 8-month maternity cover position. There is potential for the role to become permanent, depending on business needs.
Responsibilities
- Responsible for overall day-to-day management and support of clients assigned to them that are on autorenewal contracts
- Manage all questions and queries from these clients, which will be wide ranging in nature. These will generally relate to the services the client takes, user access, training, content queries, etc
- Ensure regular client contact touch points are all achieved based on the goals set – at least one call every 2 months and response to emails in the same working day
- The ability to think commercially about the relationships they build with clients and identify any potential cross-sell sales opportunities
- Ensure a high level of client retention and minimize cancellations of services from clients.
- To collaborate with the other areas of the Commercial team – Sales, Customer Success, Marketing and Commercial Operations to ensure great client service and good process is followed
- Coordinate with Octus product team to identify opportunities for product and platform enhancements by providing feedback from these clients into our “troops feedback” Slack channel
- Ability to negotiate when client pushes back
Requirements:
- A background in Customer service/support or Account Management and providing exceptional service to clients
- Familiarity with the Credit Markets is a plus
- Proven ability to think commercially about the interaction with the client and identify future sales opportunities and new areas of need for the client
- Can bring a positive attitude and stays organized in a fast paced, high growth and ever-changing environment
- Ability to build strong working relationships of value with clients and key stakeholders internally
- Good communication skills – verbal and over email
- Experience in using Salesforce to review and log client interaction and track activity is preferred
- Self-motivated with high energy and a willingness to learn and adapt
- Good organization and structure around time/task management
- Must be willing to work UK business hours
- Previous experience in a similar role with similar areas of responsibility
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.
Skills Required
- Background in customer service, customer support, or account management with a record of providing exceptional client service
- Commercial mindset with the ability to identify future sales opportunities and client needs
- Positive attitude and ability to stay organized in a fast-paced, high-growth, changing environment
- Ability to build strong working relationships with clients and internal stakeholders
- Good verbal and written communication skills
- Experience using Salesforce to review and log client interactions and track activity
- Self-motivated, energetic, and willing to learn and adapt
- Strong organization and time/task management skills
- Willingness to work UK business hours
- Previous experience in a similar role with similar responsibilities
- Familiarity with credit markets
What the Team is Saying
Octus Compensation & Benefits Highlights
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Healthcare Strength — Health coverage spans medical, dental, and vision, with multiple plan options noted. Insurance is described as reasonably comprehensive, though plan costs are not publicly detailed.
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Leave & Time Off Breadth — Vacation, sick leave, paid holidays, and parental leave are part of the package. Time off is highlighted as a relative strong point, with positive indications around vacation and flexibility.
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Wellbeing & Lifestyle Benefits — Hybrid‑work support, home‑office reimbursements, and fitness subsidies are emphasized alongside recognition and development programs. These quality‑of‑life perks add tangible value beyond core insurance and retirement.
Octus Insights
What We Do
Octus, was founded in 2013 with a simple conviction: credit decisions deserve clarity, not chaos. Markets were fragmented. Intelligence was gated. Data lived in silos. Professionals were forced to stitch together incomplete pictures while the clock kept running. We built Octus to change that. Octus is the essential credit platform that tracks the entire credit lifecycle. From origination and underwriting to secondary trading, refinancing, distress and restructuring, we follow every development across leveraged loans, high-yield bonds, private credit and special situations. We structure millions of documents, surface risks, benchmark performance and deliver expert reporting and analysis in real time. What began as a newsroom fused with legal and financial expertise has evolved into a unified ecosystem. Octus brings together proprietary data, expert-driven intelligence and integrated workflow tools so credit professionals can analyze situations, uncover opportunities, manage portfolios, execute trades and stay compliant without ever leaving the platform. Insight and action finally live in one place. Today, nearly 40,000 professionals across the world’s leading banks, asset managers, CLO managers, law firms and advisors rely on Octus to move smarter and faster. They turn to us for breadth, depth and rigor forged over more than a decade, and for the speed, integration and precision that define the future of credit workflow. Our mission is direct and ambitious: end fragmentation, collapse the distance between intelligence and execution, and transform insight into impact. Because in credit, clarity isn’t just an advantage. It’s everything. Octus: Where credit becomes clear.
Why Work With Us
Octus is where real experts work together to cut through chaos and build clarity in credit. You feel your impact here. What you create shapes real decisions in the market. The problems matter. The people are sharp. If you want work that counts, this is the place.
Gallery
Octus Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Reorg has adopted a hybrid working policy. For non-remote employees located within a reasonable commuting distance to one of our offices, the requirement is to work from the office at least 2 days per week.
