Customer Success Specialist - Buyside

Posted 3 Hours Ago
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London, Greater London, England
Hybrid
Junior
Fintech • News + Entertainment • Software • Database • Financial Services
The Role
The Customer Success Specialist at Octus will enhance user adoption and retention in the credit investing space, building relationships with key stakeholders and supporting customer needs. Responsibilities include onboarding, account health monitoring, and collaboration with internal teams to ensure client satisfaction and growth.
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

The Customer Success Specialist will be responsible for increasing user adoption, driving retention rates, promoting processes, and developing relationships with key stakeholders across the buyside credit investing space, while also helping support the wider team. The Customer Success Specialist will possess strong communication, relationship-building, and problem-solving skills.

This is a hybrid role (3 days in office per week), located in our London office.

Responsibilities

  • Become an Octus expert with a strong understanding of our products, services, and the credit investing market
  • Develop key relationships, drive usage, and reach with a wide range of subscribers through understanding each persona’s different workflows, educating them with best practices on how to use the service, gathering feedback, and providing updates on new functionalities, databases, and products
  • Lead onboarding and implementation efforts for new Octus subscribers and provide support to first-year customers to prevent churn
  • Monitor account health across ~150 buyside accounts, identifying at-risk accounts and providing dedicated coverage alongside the account management team ahead of the renewal
  • Create monthly newsletters highlighting new content and features on the platform tailored to specific credit investing personas to scale and enhance our customer reach
  • Leverage existing customer relationships and expand the network of relevant contacts within each account to become the partner of choice for their needs
  • Proactively strategize outreach efforts through emails, phone calls, and in-person meetings
  • Act as the voice of the customer when collaborating with various internal teams across sales, editorial, product, and tech to ensure our clients’ needs are met
  • Work closely with the sales team to develop account plans, monitor our client’s platform usage, and share findings from client interactions, including but not limited to relaying new firm knowledge and potential expansion opportunities to ensure customer growth

Requirements

  • Undergraduate degree, preferably in business, finance, or a related field
  • 1+ years of working experience in a customer-facing role, ideally in financial services or with subscription-based services
  • Excellent written and verbal communication skills
  • A self-starter who is diligent and organized but adaptable
  • Demonstrated interest in financial services and learning the credit markets
  • Authorized to work in the UK

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.

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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.

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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.

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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