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Partners with legal clients in leveraged finance and restructuring to map complex workflows involving credit agreements, debt structures, and covenants. Uses AI and LLM tools to prototype automated solutions for credit analysis and document research. Acts as a client-facing domain expert, codifies workflow knowledge, and translates client feedback into product enhancements in collaboration with product and engineering teams.

Leads a DevOps engineering team while designing and maintaining CI/CD pipelines, cloud infrastructure, monitoring, security controls, infrastructure as code, containerized microservices, and disaster recovery processes. The role focuses on improving developer efficiency, system reliability, scalability, performance, and cost-effectiveness. Responsibilities include incident troubleshooting, root-cause analysis, stakeholder communication, cross-functional collaboration, and participation in on-call support.

The Credit Workflow Strategist codifies leveraged finance workflows, advises institutional clients, maps credit analysis processes, and prototypes AI- and LLM-driven solutions. The role translates complex credit agreements, debt structures, and covenant analysis into tailored workflows, collaborates with product and engineering teams on platform enhancements, and scales domain expertise across Octus’s AI product suite.

Supports Octus’s editorial team by scheduling and tracking court coverage events, maintaining databases on companies and key events, monitoring third-party financial content, coordinating with court staff and vendors, and producing internal and client-facing reports, digests, recaps, and company-specific editorial pieces. The role also helps improve editorial processes and systems while managing multiple information streams.

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.