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
We're looking for a dedicated and strategic leader to head up our global buy side customer success team. You will be responsible for defining and executing the customer success strategy, driving product adoption, ensuring client retention, and accelerating commercial growth across our global book of business.
Reporting to the Chief Client Officer, this is a leadership role for a seasoned professional with deep expertise in both customer success and the financial markets. You will build, mentor, and inspire a high-performing team while serving as a key member of our commercial leadership team, influencing CSM processes, product strategy and go-to-market initiatives.
This position is based in NYC, with an in-office requirement of 3 days a week.
Responsibilities:
- Strategic Leadership: Develop and own the global buy side customer success strategy, setting clear goals and metrics for the team. Lead the evolution of our customer success model to scale with our growth, ensuring a world-class client experience from onboarding through renewal.
- Team Management: Recruit, mentor, and manage a team of high-performing Customer Success Managers in both NYC and London. Foster a culture of excellence, collaboration, and continuous improvement.
- Client Relationship Management: Act as a senior point of escalation for key client relationships. Directly engage with C-suite and senior-level stakeholders at top-tier hedge funds, asset managers, and private equity firms to ensure their continued success and satisfaction including managing a small book of your own accounts.
- Commercial Growth: Partner with sales and account management leadership to identify and execute on opportunities for expansion and upsell. Develop strategies to drive revenue growth and expand our footprint within existing client accounts.
- Cross-Functional Collaboration: Serve as the "voice of the customer" to influence our product roadmap. Work closely with Product, Data, and Sales teams to ensure a seamless client journey and that we are delivering maximum value to our clients.
- Operational Excellence: Implement and optimize processes and tools to enhance team efficiency and effectiveness. Use data and analytics to monitor team performance, client health, and product adoption.
Qualifications:
- Experience: 5+ years of experience in customer success, account management, or a similar client-facing leadership role within financial technology or financial services.
- Domain Expertise: Deep understanding of the credit markets (corporate bonds, leveraged loans, distressed debt) and the buy-side ecosystem. You should be fluent in the workflows of hedge funds and asset managers.
- Leadership Skills: Proven track record of building, leading, and scaling a global, high-performing team.
- Communication: Exceptional verbal and written communication skills, with the ability to influence and build consensus with senior leaders and external stakeholders.
- Strategic Thinking: Strong analytical and problem-solving skills, with the ability to define strategic goals and translate them into actionable plans.
- Bachelor’s degree in Finance, Economics, Business, or a related field;
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 $120,000 - $140,000, plus an annual performance bonus.
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 discretionary 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.
Octus Compensation & Benefits Highlights
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Leave & Time Off Breadth — Generous paid time off is highlighted, combining vacation, sick time, and parental leave. Feedback suggests the policy is tenure-aware and provides a solid baseline for work-life balance.
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Parental & Family Support — Paid parental leave for primary and secondary caregivers, family medical leave, and amenities such as a Mother’s Room are described. Feedback suggests these offerings provide meaningful support for caregivers.
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Flexible Benefits — A flexible hybrid work approach is paired with home‑office reimbursements and commuter benefits. Feedback suggests these stipends and flexibility help accommodate different work setups and locations.
Octus Insights
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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.
