Customer Success Specialist

Posted 2 Days Ago
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Hong Kong
Junior
Fintech • News + Entertainment • Software • Database • Financial Services
The Role
The Customer Success Specialist at Octus is responsible for ensuring client satisfaction and promoting the usage of Octus products. Responsibilities include maintaining contact with clients, providing training on the Octus platform, monitoring key performance indicators, and collaborating with internal teams to meet client needs.
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 us on that mission.

The Customer Success Specialist is responsible for providing top tier service to the Octus client base to ensure client satisfaction, promote education, and drive adoption. This role provides a great opportunity for anyone with customer support or onboarding experience with the drive to build relationships and increase usage.

Responsibilities:

  • Become an Octus expert with an understanding of our client segments, products and the sub investment grade market
  • Maintain consistent contact and develop relationships with the Octus client base to understand their business drivers and goals and ensure they are sticky with the Octus product suite
  • Educate and train users on using the Octus platform, this could include demos, sharing best practices on how to use their subscription in their day to day workflows, customizing email preferences, providing updates on new functionalities/databases - and other creative communication strategies
  • Monitor key performance indicators across accounts and strategize outreach efforts through emails, phone calls and in-person meetings to maximize usage and adoption
  • Proactively engage clients to gather feedback and report it. Advocate for product and coverage improvements based on feedback
  • Engage directly with clients on technical requests and provide solutions to common client challenges
  • Collaborate with various internal teams across sales, editorial, product, and tech to ensure our client’s needs are met
  • Work with the sales and account management team to support new business and cross sell opportunities on an as needed basis. This may include providing training, monitoring usage, collecting feedback and mapping accounts.
  • Take on responsibility of ad hoc projects or roles

Requirements:

  • Bachelor’s degree, preferably in business or related field
  • 1-2 years working experience in finance or sales related field
  • Strong written and verbal communication skills
  • Fluent in mandarin is a plus but not required
  • A self starter who is diligent, creative, organized, persistent and detail-oriented
  • Experience or interest in a financial profession or subscription-based services a plus


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
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