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, advisors 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 Specialist will be responsible for a small book of clients with the goals of increasing user adoption, driving retention rates and developing relationships within the investment banking and advisory space. Candidates should possess strong communication, relationship-building and problem-solving skills.
This is a hybrid role (3 days in office per week), located in our New York office.
Responsibilities
- Manage a focused, small book of foundational accounts, acting as their primary point of contact to drive platform adoption, onboarding and build client relationships.
- Monitor account health identifying at-risk accounts and providing dedicated coverage alongside the account management team ahead of the renewals.
- Partner directly with Senior Customer Success Managers on high-priority and high-spend accounts, supporting client prep, new user onboarding and follow-ups while gaining exposure to complex workflows.
- Execute ad-hoc customer success projects, including building training collateral, compiling user data reports and assisting with team-wide strategic initiatives. Opportunity to also collaborate across departments such as sales, product, tech and editorial.
- Become an Octus expert with a strong understanding of our products, services, and the credit market. Apply these concepts to each persona’s different workflows, educating them with best practices and relevant features.
- Capture and synthesize client feedback, feature requests, and pain points during routine touchpoints. Share actionable insights with internal teams.
- Drive proactive outreach efforts through emails, phone calls, and in-person meetings
Requirements
- Undergraduate degree, preferably in business, finance, or a related field
- 0-1 years of working experience in a customer-facing role, ideally in financial services or with subscription-based services. (*note: we are open to promising recent graduates)
- Excellent written and verbal communication skills
- A self-starter who is diligent and organized but adaptable
- Demonstrated interest in financial services and learning the credit markets is a bonus
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 $70,000-$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
- Undergraduate degree, preferably in business, finance, or a related field
- 0-1 years of experience in a customer-facing role
- Experience in financial services or subscription-based services
- Excellent written and verbal communication skills
- Self-starter who is diligent, organized, and adaptable
- Demonstrated interest in financial services and willingness to learn credit markets
Octus Compensation & Benefits Highlights
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Leave & Time Off Breadth — PTO, sick leave, paid holidays, and floating holidays are described as generous, indicating a broad time‑off offering. Some materials also reference summer hours.
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Parental & Family Support — Parental leave is positioned as generous for primary and secondary caregivers, alongside family medical leave and amenities like onsite Mother’s Rooms in some locations.
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Retirement Support — A 401(k) is offered with employer matching cited in multiple postings, and some markets reference pension plans in addition to the 401(k).
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.
