Customer Success Product Specialist

Posted 2 Days Ago
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London, Greater London, England, GBR
Hybrid
Mid level
Fintech • News + Entertainment • Software • Database • Financial Services
Where Credit Becomes Clear
The Role
Manage post-sale relationships and revenue for Direct Data and Workflow products. Drive adoption, renewals, and account expansion through POCs, upsells, and stakeholder engagement. Translate client feedback into product roadmap input and scale commercial playbooks while meeting revenue targets and partnering with Account Managers and Sales Engineers.
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, 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.

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 London office.

Responsibilities

Revenue & Commercial Outcomes

  • Carry and deliver against company 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 training and playbooks to the broader teams

Requirements: 

  • 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

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 in a client-facing role
  • Experience in financial technology or financial services
  • Demonstrated ability to manage and grow commercial accounts
  • Quota or target experience
  • Strong project management skills; comfortable coordinating across complex, multi-stakeholder client organizations
  • Genuine interest in credit markets, data products, or financial workflows
  • Self-directed, organized, and energized by a fast-paced commercial environment
  • Experience managing post-sale relationships and driving adoption and renewals
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The Company
HQ: New York, NY
808 Employees
Year Founded: 2013

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.

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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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