Customer Success Manager - Buyside

OctusOctus 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. For more information, visit: at OctusOctus hires growth-minded innovators and trailblazers across the globe to drive our business and culture. Our core values - Action Oriented, Customer First Mindset, Effective Team Players, and Driven to Excel - define an organizational ethos that's as high-performing as it is human. Among other perks, Octus employees enjoy 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), and much more. RoleOctus provides breaking news and market-moving intelligence along with cutting-edge technology and data for hedge funds, investment banks, 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 Manager will be responsible for managing a book of existing global clients in the buy side space while supporting our efforts to promote processes, drive retention rates, and increase revenue. The Customer Success Manager will possess strong communication, relationship-building, and problem-solving skills.This is a hybrid role (3 days in the office per week), located in our New York City office.ResponsibilitiesBecome an Octus expert with a strong understanding of our products, services, and sub-investment grade credit spaceManage a book of buy side clients, understand their business drivers and goals, and ensure they are adopting the Octus product suiteDevelop key relationships and drive usage and reach with a wide range of subscribers through understanding each persona's different workflows, educating them with best practices on how to use their subscription, gathering feedback, and providing updates on new functionalities, databases, and productsLeverage existing customer relationships and expand the network of relevant contacts within each account to become the partner of choice for their needsMonitor key performance indicators across accounts and strategize outreach efforts through emails, phone calls, and in-person meetings to maximize usage and adoptionAct 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 metWork closely with the sales team to develop account plans, 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 growthRequirementsBachelor's degree, preferably in business, finance or a related field3+ years of working experience in a customer facing role; experience in financial servicescredit andor with subscription-based services is preferredExcellent written and verbal communication skillsA self starter who is diligent and organized but adaptableAt 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 $75,000 - $85,000. This position is eligible for a quarterly KPI-based bonus.The actual compensation will be at Octus' sole discretion and will be determined by the aforementioned and other relevant factors. Equal Employment OpportunityOctus is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, pregnancy, veteran status, or any other legally protected status. We strive to create an inclusive and diverse work environment where all individuals are valued, respected, and treated fairly. We believe that diversity enriches our workplace and enhances our ability to innovate and succeed.

Created: 2025-01-05