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
The Sales Engineer is a hands-on technical expert with 3+ years of experience who directly supports revenue generation by collaboratively designing and implementing data integration solutions for clients. You are a key partner to commercial stakeholders, providing the technical expertise needed to close deals and meet client business objectives effectively. This role requires a blend of technical acumen, client-facing skills, and a strong focus on delivering commercial outcomes.
Key Responsibilities
- Revenue-Focused Consultation: Work directly with clients and sales teams to provide technical expertise on pre-sales calls, helping to scope solutions that meet client business objectives and drive deal closure. Identify missing features that block deals and document the feedback for product consideration.
- Client Communication: Coordinate communication to clients about important changes, new features, and technical updates. Ensure clients understand impact and implementation requirements. Re-engage commercial or client stakeholders on lost commercial opportunities when feature gaps are closed.
- Solution Building & Maintenance: Design and maintain client-specific integration solutions that meet key client business objectives, ensuring they meet client specifications and integrate seamlessly with their systems.
- Technical Implementation & Delivery: Manage technical projects from beginning to end, ensuring successful solution integration and a high level of client satisfaction. Provide hands-on support during client onboarding and trials. Guide clients through technical challenges and troubleshoot problems. Serve as the primary technical resource for integration implementation, from hands-on work with APIs and Snowflake share to managing project timelines and stakeholders.
- Knowledge Contribution: Document solutions, best practices, and collateral to contribute to scaling knowledge across the commercial organization, making them more effective at driving revenue. Document feedback on feature gaps that impede revenue conversion.
- Usage Monitoring: Monitor integration usage logs for potential misuse and red flags that clients stopped using our solutions.
- Upsell & Cross-Sell Identification: Proactively identify opportunities for upsell and cross-sell by understanding client usage and business objectives during implementation and ongoing engagements. Scale strategy to other commercial stakeholders.
- Cross-Functional Team Collaboration: Maintain close collaboration with Product Strategy and Tech teams to communicate client feedback and feature requests, flag potential integration impacts from upcoming changes, and stay current on new features and product roadmap to inform clients.
- User Acceptance Testing (UAT): Support Tech during UAT for new features and product changes to validate functionality and identify integration issues before client rollout.
- Data Quality & Issue Resolution: Identify integration data issues and coordinate with other teams to ensure timely resolution on their end. Track issues to closure.
Qualifications
- 3+ years of experience as a client-facing sales engineer, implementation manager, or similar experience, with a direct track record of supporting business and commercial outcomes.
- Strong knowledge of data architecture and API-based services.
- Familiarity with credit instruments credit market dynamics. Understanding of credit and investment banking workflows and credit analysis processes.
- Excellent project and stakeholder management skills. Ability to analyze client systems and business objectives in order to design and implement data solutions.
- Experience supporting sales teams and working in a pre-sales capacity to drive revenue.
- Technical proficiency:
- Advanced Excel skills including complex formulas, pivot tables, macros, and data analysis.
- Experience with REST APIs and understanding of API integration patterns.
- Nice to have:
- Microsoft automation tools: Power Query, Power Automate, Power BI or similar tools for workflow automation and data visualization.
- Programming languages: Python, SQL, or similar for data manipulation and automation.
- Experience with Snowflake, Databricks, cloud data platforms (AWS, Azure, GCP), or financial data vendors (Bloomberg, FactSet, Refinitiv).
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 $90,000-$110,000.
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 a performance-based annual 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.
Top Skills
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.
