Customer Success Manager - Product Specialist

Posted 3 Days Ago
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New York, NY
Entry level
Fintech • News + Entertainment • Software • Database • Financial Services
The Role
As a Product Specialist at Octus, you'll enhance customer satisfaction by becoming an expert on Octus products, managing client relationships, and driving product adoption. You'll collaborate with various teams to understand client needs, monitor account performance, and identify expansion opportunities.
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. 

As a Product Specialist, you'll play a critical role in ensuring customer satisfaction and driving product adoption. You'll need to be a self-starter, comfortable working independently, and a team player who can collaborate effectively with colleagues across various departments.

The Product Specialist will have a deep curiosity and strong communication, relationship building and problem solving skills. Are you a highly motivated individual with a passion for technology and customer success? Do you thrive in a fast-paced environment where you can build strong relationships, manage accounts proactively, and focus on delivering innovative data product solutions? If so, you might be a great fit for our team. 

This is a hybrid (3 days in office per week) New York-based position.

Responsibilities

Product Expertise

  • Become an Octus expert with a strong understanding of our products, services and the financial restructuring industry/process along with the sub investment grade market
  • Develop a deep understanding of our data products. Collaborate with various customer teams, including security, technology, data, compliance, investment, and operations, to address complex client needs.

Client Relationship Management

  • Support the management of global book of accounts to understand their business drivers and goals and ensure they are sticky with the Octus product suite.
  • Identify opportunities to expand relationships and become the go-to partner for client needs.
  • Work closely with the sales team to develop account plans, monitor the 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

Customer Success and Adoption

  • 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
  • Monitor key performance indicators across accounts and strategize outreach efforts through emails, phone calls and in-person meetings to maximize usage and adoption.
  • Gather client feedback and collaborate with internal teams to enhance product features and functionality.

Team and Cross-Functional Collaboration

  • Work effectively with sales, editorial, data, product, and tech teams to deliver exceptional customer experiences.
  • Support other members of the Product Specialist team through collaboration on projects and client-related issues.
  • Take on additional projects outside the main scope of work to drive commercial and business growth and innovation, building and maintaining bridges to our wider commercial, product, technology, data, and compliance teams.

Requirements

  • 3+ years of working experience in a customer facing role, ideally in tech or financial services
  • Excellent written and verbal communication skills
  • A self starter who is diligent and organized but adaptable
  • Curiosity and a passion for learning

What we offer

  • Develop your career at a fast growing technology company where your voice is heard and culture matters
  • Join a group of effective and passionate customer success managers and product specialists that fosters teamwork, open communication and innovation
  • Collaborate with wider commercial team along with other departments including tech, product and editorial

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 salary range estimate for this position is $70,000 - $75,000.

The actual compensation will be at Octus’ sole discretion and will be determined by the aforementioned and other relevant factors. This position is eligible for an annual performance bonus.

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

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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
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