Customer Success Specialist - Investment Banking & Advisory

About the role

The Customer Success Specialist plays a crucial role in managing a small book of foundational accounts, driving platform adoption, onboarding, and building client relationships. This is a hybrid role (3 days in office per week) based in our New York office.

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 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.
• Collaborate across departments such as sales, product, tech, and editorial to become an Octus expert with a strong understanding of our products, services, and the credit market.
• Capture and synthesize client feedback, feature requests, and pain points during routine touchpoints, sharing actionable insights with internal teams.
• Drive proactive outreach efforts through emails, phone calls, and in-person meetings.

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
• Excellent written and verbal communication skills
• A self-starter who is diligent and organized but adaptable
• Demonstrated interest in financial services and learning the credit markets is a bonus

Qualifications

Competitive health benefits, matched 401k and pension plans, PTO, generous parental leave, gym subsidies, educational reimbursements for career development, recognition programs, and much more.

Skills

Strong communication, relationship-building, and problem-solving skills.

Benefits

Base salary range estimate: $70,000 - $75,000, plus a performance-based annual bonus.

Pay

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

Schedule

This is a hybrid role (3 days in office per week).