Client Solutions Specialist - Legal

Octus • New York, NY

3d • $170,000 - $200,000 • Hybrid

About The Position

We are seeking a highly motivated Solutions Specialist to join Octus to support the firm’s expansion strategy. This unique hybrid role sits at the intersection of Sales and Product. This is a high-impact, client-facing position ideal for a commercially minded professional with deep financial services experience and a passion for credit. Working closely with Account Managers and Product Owners you will play a central role in driving the successful adoption of our newest and strategic news, analysis, data, and workflow solutions. This is a New York-based position, with an in-office requirement of 3 days per week.

Requirements

• Deep credit and market expertise required, gained through experience at financial and legal institutions, investment banks, or buy side firms. Minimum 5 years.
• Minimum 8 years of experience in a client-facing role within the financial technology, or professional services industry (e.g., Solutions Consulting, Product Specialist …etc.)
• Proven ability to understand complex financial workflows and articulate how data, news, and analytical tools can solve specific business problems for Law Firms.
• Experience with a new product introduction or significant feature launch.
• Understanding of the sales process, including trial design, qualification, and closing.
• Exceptional presentation, demonstration, and communication skills, with the ability to tailor persona-based solutions against client challenges and needs.
• Highly organized with experience managing multiple projects/trials simultaneously in a fast-paced environment.
• Bachelor’s degree in Finance, Economics, Business, or a related field.

Responsibilities

• Trial management and Solutions-based demos for the Legal Segment
• Partner with Account Managers to execute demos/trials for designated cross-sell opportunities within the Legal segment. This will include our newest and most strategic solutions.
• Serve as the solutions specialist during the sales cycle, conducting persona-based solutions-focused demonstrations to ensure effective product adoption during the trial phase.
• Develop customized trial plans, success criteria, and compelling use cases tailored to each client's specific workflow.
• Document and standardize successful trial methodologies to create scalable "playbooks" and sales enablement materials for the wider sales organization.
• Product & Market Feedback to Product Owners & Sales Leadership
• Actively gather qualitative and quantitative feedback from clients and prospects during demos/trials regarding product features, usability, performance, and commercial viability.
• Synthesize market intelligence and client feedback into clear, actionable requirements and recommendations for the product owners to inform the product roadmap.
• Weekly feedback and alignment calls with product owners and sales leadership.
• Commercial & Technical Expertise
• Maintain a deep understanding of the competitive landscape, industry trends, and the specific client workflows within the segment allocated.
• Collaborate with Product/Marketing to refine messaging, positioning, and sales collateral based on real-world client interactions and successful trial conversions.
• Assist in packaging strategies based on observed client value and adoption wins and hurdles.

Benefits

• 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)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees