Customer Success Manager

About the Company

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.

Responsibilities

• Become an Octus expert with a strong understanding of products, services, and the credit investing market
• Develop key relationships and drive usage by educating subscribers on best practices and workflows
• Lead onboarding and implementation efforts for new subscribers to prevent churn
• Monitor account health and identify at-risk accounts to provide dedicated coverage
• Proactively strategize outreach through emails, phone calls, and in-person meetings
• Act as the voice of the customer when collaborating with sales, editorial, product, and tech teams
• Work with the sales team to develop account plans and identify expansion opportunities

Requirements

• Undergraduate degree, preferably in business, finance, law, or a related field
• 1-5 years of experience in a customer-facing role, ideally in financial or legal services
• Excellent written and verbal communication skills
• Self-starter who is diligent, organized, and adaptable
• Demonstrated interest in financial services and credit markets

Benefits

• Competitive health benefits
• Matched 401k and pension plans
• PTO and generous parental leave
• Gym subsidies and educational reimbursements
• Recognition programs