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, pet-friendly offices (US only), and much more.
Role
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.
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
- 1-5 years of working experience in a customer facing role
- Excellent written and verbal communication skills
- Experience in financial services and/or familiarity with credit
Octus Compensation & Benefits Highlights
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Healthcare Strength — Octus lists medical, dental, and vision insurance as core coverage, complemented by FSAs and wellness perks such as gym subsidies and fitness programs. Feedback suggests multiple plan options and supportive add‑ons that strengthen overall health coverage.
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Parental & Family Support — Paid parental leave is highlighted, including up to 10 weeks for primary caregivers and 2 weeks for secondary caregivers, alongside family medical leave and an onsite Mother’s Room. These provisions indicate meaningful support for caregiving needs.
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Retirement Support — A 401(k) with company matching is offered, with public materials citing a 50% match up to a $3,500 annual cap. This, paired with mentions of pension in some listings, supports longer‑term financial security.
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.
