Customer Success - Product Specialist

Octus•New York, NY

4h•Hybrid

About The Position

Octus is a leading global provider of credit intelligence, data, and analytics, trusted by tens of thousands of professionals across hedge fund, investment banking, management consulting, and law firm verticals since 2013. The company helps clients make better, faster, and more confident decisions in the fast-moving credit markets. Octus hires growth-minded innovators and trailblazers globally, driven by core values: Action Oriented, Customer First Mindset, Effective Team Players, and Driven to Excel. This role is for a commercially-minded Product Specialist who will own revenue outcomes across Octus's Direct Data, and Data and Workflow solutions. The specialist will be accountable for revenue targets, lead expansion conversations, and operate at the intersection of client strategy, product influence, and commercial growth. They will manage relationships from practitioner to C-suite, translating deep product expertise into measurable business impact for both clients and Octus. This is a hybrid position, requiring 3 days in the New York office per week.

Requirements

3+ years in a client-facing role, ideally in financial technology or financial services
Demonstrated ability to manage and grow commercial accounts
Strong project management skills; comfortable coordinating across complex, multi-stakeholder client organizations
Intellectually curious with genuine interest in credit markets, data products, or financial workflows
Self-directed, organized, and energized by a fast-paced commercial environment

Nice To Haves

quota or target experience preferred

Responsibilities

Carry and deliver against sales targets across Direct Data and Workflow products
Lead account expansion strategies, proof-of-concept engagements, and upsell motions in partnership with Account Managers and Sales Engineers
Re-engage closed-lost opportunities as product gaps close, converting previous losses into new ARR
Identify and document expansion signals from client interactions and surface them to commercial stakeholders. Shape and execute the strategy to convert opportunities to revenue
Own the post-sale relationship for a global book of accounts, managing from handoff through renewal and growth
Drive measurable usage and adoption across your portfolio, with clear KPIs and proactive outreach cadences (email, calls, on-site)
Build relationships at every level — from ops teams running daily workflows to investment decision-makers and C-suite sponsors
Educate clients on best practices, new features, and data releases to maximize the value of their Octus subscription
Become a recognized subject matter expert in Octus's data and workflow products
Systematically capture client feedback and translate it into actionable product roadmap input for Product, Commercial, and senior leadership
Document and scale commercial playbooks to the broader teams