Octus · 1 day ago
Client Solutions Specialist - Sell-Side/Advisory
New York, NY
Full-time
Hybrid
Senior Level, Lead/Staff
$170K/yr - $200K/yr
8+ years expOctus is a leading global provider of credit intelligence, data, and analytics. They are seeking a highly motivated Client Solutions Specialist to support the firm’s expansion strategy, focusing on driving the successful adoption of their news, analysis, data, and workflow solutions in the Sell-Side/Advisory segment.
CreditFinancial ServicesSoftware
Responsibilities
Trial management and Solutions-based demos for Sell-Side/Advisory Segment
Partner with Account Managers to execute demos/trials for designated cross-sell opportunities within the Sell-side/Advisory segment (Global banks, boutique advisory firms, etc.). 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
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
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
Qualification
Required
Deep credit and market expertise required, gained through experience at financial 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 Sell-side /advisory clients
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
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)
Company
Octus
Octus is a credit intelligence company that specializes in debt advisory, banking and finance, and credit trading solutions.
501-1000 employees
H1B Sponsorship
Octus has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
Funding
Current Stage
Late StageTotal Funding
$1.25MKey Investors
Susquehanna Growth Equity
2022-08-01Acquired
2016-08-01Series Unknown
2014-03-05Seed· $1.25M
Leadership Team
Kent Collier
Founder & CEO
Vishal Saxena
Chief Technology Officer
Recent News
The Motley Fool
2025-10-03
The Motley Fool
2025-09-29
Company data provided by crunchbase