Customer Success Manager - Buyside

The Customer Success Manager will be responsible for managing a book of existing Buy Side firms while supporting our efforts to promote processes drive retention rates increase usage and develop stakeholder relationships. The Customer Success Manager will possess strong communication relationship building and problem solving skills.

Please note that we are open to considering candidates at the Specialist and Manager levels. Where you fall will be determined during the interview process based on experience skills and other relevant factors.

This position is based in our New York office on a hybrid schedule (3 days in office/week).

Responsibilities

• Become an Octus expert with an understanding of the Buyside segment our products services and the financial restructuring industry/process along with the sub-investment grade market
• Manage a book of buyside accounts to understand their business drivers and goals and ensure they are sticky with the Octus product suite
• Develop key relationships and drive usage with a wide range of subscribers through understanding each of their different workflows educating them on best practices on how to use their subscription gathering feedback and providing updates on new functionalities/databases
• Leverage existing customer relationships and expand the network of relevant contacts within each client to become the partner of choice for their needs
• Monitor key performance indicators across accounts and strategize outreach efforts through emails phone calls and in-person meetings to maximize usage and adoption
• Act as the voice of the customer when collaborating with various internal teams across sales editorial product and tech to ensure our client’s needs are met
• Work closely with the sales team to develop account strategy monitor 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

• 1-5 years of working experience in a customer facing role (*note: we are also open to promising recent graduates) 
• Excellent written and verbal communication skills
• A self-starter who is diligent and organized but adaptable and creative
• Experience in financial services and/or familiarity with credit a plus

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 base salary range estimate for this position is $70000-$95000 plus a performance-based annual bonus.

The actual compensation will be at Octus’ sole discretion and will be determined by the aforementioned and other relevant factors.

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 40000 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.

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