Customer Success Manager - Investment Banking

Posted 6 Days Ago
Easy Apply
New York, NY
Mid level
Fintech • News + Entertainment • Software • Database • Financial Services
The Role
The Customer Success Manager at Reorg is responsible for managing global clients in the investment banking space, promoting processes, driving retention rates, and increasing revenue. They must possess strong communication, relationship building, and problem-solving skills. This role is hybrid, located in New York City office.
Summary Generated by Built In

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

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 are always looking for bright minds to join our growing Customer Success team. 

The Customer Success Manager will be responsible for managing a book of existing global clients in the investment banking space while supporting our efforts to promote processes, drive retention rates, and increase revenue. The Customer Success Manager will possess strong communication, relationship-building, and problem-solving skills.

This is a hybrid role (3 days in the office per week), located in our New York City office.

Responsibilities

  • Become an Octus expert with a strong understanding of our products, services, and sub-investment grade credit space
  • Manage a book of global strategic clients, understand their business drivers and goals, and ensure they are adopting the Octus product suite
  • Develop key relationships and 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 their subscription, gathering feedback, and providing updates on new functionalities, databases, and products
  • Leverage existing customer relationships and expand the network of relevant contacts within each account 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

  • Bachelor’s degree, preferably in business, finance or a related field
  • 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/investment banking or with a subscription-based services 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 $75,000 - $85,000. This position is eligible for a quarterly KPI 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.

The Company
HQ: New York, NY
708 Employees
Hybrid Workplace
Year Founded: 2013

What We Do

Founded in 2013, Reorg has fundamentally changed the way financial and legal professionals access complex and opaque business information.

Our unique editorial team combines reporting with financial and legal analysis to provide a holistic view of topical situations and delivers that view in real time through our proprietary platform, which is powered by machine learning and natural language processing applications.

Today, with offices on three continents, Reorg serves 26,000 professionals across the world’s leading hedge funds, asset managers, investment banks, law firms and financial advisors so they can make better business, investment and advisory decisions. Our vision is to be the best-in-class provider of complex and opaque credit information delivered in a clear, actionable way.

Why Work With Us

Reorg hires innovators and trailblazers across the globe to drive our business and our incredible corporate culture alike. Our core values define an organizational ethos that’s as high-performing as it is human. Reorg employees enjoy competitive health benefits, matched 401k and pension plans, and educational reimbursements for career development.

Gallery

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.

Typical time on-site: 2 days a week
HQNYC Office
Bucharest Office
El Segundo Office
London Office
Pune Office
Vilnius Office
Washington DC Office
Learn more

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