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 Manager will be responsible for managing a book of existing AmLaw 100 & Magic Circle law 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.
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
- Support other members of the Customer Success team by acting as a mentor, providing feedback, sharing learnings, and being proactive/innovative in idea generation
- 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 plans, 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
- 3+ 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
- Experience in financial services and/or working with law firms a plus but not essential
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
- 3+ years of working experience in a customer facing role
- Excellent written and verbal communication skills
- Self-starter who is diligent and organized, but adaptable
- Experience in financial services and/or working with law firms
Octus Compensation & Benefits Highlights
-
Healthcare Strength — Benefits include comprehensive medical, dental, and vision coverage, complemented by wellness options like gym subsidies. The package aligns with a modern tech/fintech-style offering.
-
Parental & Family Support — Policies include generous parental leave, family medical leave, and access to an onsite Mother’s Room in some locations. These provisions indicate meaningful support for caregivers.
-
Leave & Time Off Breadth — Time away includes generous PTO and sick leave, with paid holidays and floating days referenced in public materials. This breadth supports work–life balance alongside hybrid flexibility.
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.
