Customer Success Specialist - Investment Banking & Advisory

Octus•New York, NY

12d•$70,000 - $75,000•Hybrid

About The Position

Octus provides breaking news and market-moving intelligence along with cutting-edge technology and data for hedge funds, investment banks, advisors and law firms. We are changing the way that professionals access opaque or complex information, and we are always looking for bright minds to join our growing Customer Success team. The Customer Success Specialist will be responsible for a small book of clients with the goals of increasing user adoption, driving retention rates and developing relationships within the investment banking and advisory space. Candidates should possess strong communication, relationship-building and problem-solving skills. This is a hybrid role (3 days in office per week), located in our New York office.

Requirements

Undergraduate degree, preferably in business, finance, or a related field
0-1 years of working experience in a customer-facing role, ideally in financial services or with subscription-based services. (note: we are open to promising recent graduates)
Excellent written and verbal communication skills
A self-starter who is diligent and organized but adaptable

Nice To Haves

Demonstrated interest in financial services and learning the credit markets is a bonus

Responsibilities

Manage a focused, small book of foundational accounts, acting as their primary point of contact to drive platform adoption, onboarding and build client relationships.
Monitor account health identifying at-risk accounts and providing dedicated coverage alongside the account management team ahead of the renewals.
Partner directly with Senior Customer Success Managers on high-priority and high-spend accounts, supporting client prep, new user onboarding and follow-ups while gaining exposure to complex workflows.
Execute ad-hoc customer success projects, including building training collateral, compiling user data reports and assisting with team-wide strategic initiatives. Opportunity to also collaborate across departments such as sales, product, tech and editorial.
Become an Octus expert with a strong understanding of our products, services, and the credit market. Apply these concepts to each persona’s different workflows, educating them with best practices and relevant features.
Capture and synthesize client feedback, feature requests, and pain points during routine touchpoints. Share actionable insights with internal teams.
Drive proactive outreach efforts through emails, phone calls, and in-person meetings