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Octus · 2 days ago

Customer Success Manager

New York, New York, United States

Full-time

Hybrid

Entry, Mid Level

$70K/yr - $95K/yr

1+ years exp

Octus is a leading global provider of credit intelligence, data, and analytics. The Customer Success Manager will be responsible for increasing user adoption, driving retention rates, and developing relationships with clients in the hedge fund, investment banking, and law firm sectors.

CreditFinancial ServicesSoftware

Responsibilities

Become an Octus expert with a strong understanding of our products, services, and the credit investing market

Develop key relationships, 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 the service, gathering feedback, and providing updates on new functionalities, databases, and products

Lead onboarding and implementation efforts for new Octus subscribers and provide support to first-year customers to prevent churn

Monitor account health across a book of segment-specific accounts, identifying at-risk accounts and providing dedicated coverage alongside the account management team ahead of the renewal

Leverage existing customer relationships and expand the network of relevant contacts within each account to become the partner of choice for their needs

Proactively strategize outreach efforts through emails, phone calls, and in-person meetings

Act as the voice of the customer when collaborating with various internal teams across sales, editorial, product, and tech to ensure our clients’ needs are met

Work closely with the sales team to develop account plans, monitor our 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 growth

Qualification

Customer-facing experienceFinancial services knowledgeCommunication skillsRelationship-building skillsInterest in credit marketsProblem-solving skillsOrganizational skillsAdaptability