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Manage a small portfolio of investment banking and advisory clients to increase platform adoption, support onboarding, monitor account health, and improve retention. Partner with senior customer success managers on high-priority accounts, create training materials and reports, gather customer feedback, educate users on Octus products and credit markets, and conduct proactive outreach through email, phone, and in-person meetings.

Own end-to-end client onboarding for the LevPro platform, from scoping and kickoff through configuration, data migration, integrations, testing, training, and go-live. Translate client workflows into scalable system solutions, coordinate with internal and external technical teams, troubleshoot issues, document processes, and support long-term client relationships. The role partners with sales, data, customer success, product, engineering, and third parties while managing multiple implementations and improving implementation processes.

Lead the architecture and development of scalable AWS-based data ingestion, transformation, and orchestration pipelines. Build reliable data infrastructure using Python, SQL, Airflow, Lambda, ECS, SQS, and Terraform. Establish data modeling, quality, lineage, monitoring, testing, and observability practices while partnering with analysts, scientists, and backend engineers. Mentor senior engineers, guide technical decisions, and provide hands-on leadership for complex data platform initiatives.

The Account Manager is responsible for managing buyside accounts, subscription renewals, upselling, and ensuring excellent client relations and retention.

As an Account Manager, you will handle subscription renewals and account expansion for legal and advisory clients, focusing on high retention rates and enhancing client service through collaboration with product teams.

Support data and customer-success functions by entering, cleaning, and analyzing data; maintain databases; assist clients with LevPro configuration, demos, onboarding, and implementation; identify process improvements and help build client relationships.

Manage post-sale relationships and revenue for Direct Data and Workflow products. Drive adoption, renewals, and account expansion through POCs, upsells, and stakeholder engagement. Translate client feedback into product roadmap input and scale commercial playbooks while meeting revenue targets and partnering with Account Managers and Sales Engineers.

Leads European leveraged finance credit research covering high-yield and distressed credits. Manages nine analysts, directs coverage strategy, restructuring and recovery analysis, and oversees timely research publication with actionable investment ideas. Establishes KPIs and best practices, mentors talent, collaborates with legal, editorial, commercial, and marketing teams, and maintains client and industry relationships. Requires advanced financial modeling, valuation, credit analysis, and team leadership expertise.

Support daily FinDox operations by maintaining, verifying, and updating investment materials and data. Improve private debt deal workflows, build cross-functional efficiencies, and analyze private company information to identify important datapoints. The role requires accurate, timely work, strong communication, attention to detail, comfort learning new systems, and the ability to operate effectively in a fast-paced environment.

Customer Success Managers at Octus increase user adoption, retention rates, develop relationships, and support the wider team. They engage with law firms, investment banks, and advisory firms, ensuring smooth onboarding and enhancing customer experiences.