Customer Success Manager - Investment Banking

Octus 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 investment banking 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.

Responsibilities

• Become an Octus expert with a strong understanding of our products, services, and sub-investment grade credit space
• Manage a book of global strategic clients, understand their business drivers and goals, and ensure they are adopting the Octus product suite
• Develop 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 products
• Leverage existing customer relationships and expand the network of relevant contacts within each account to become the partner of choice for their needs
• Monitor key performance indicators across accounts and strategize outreach efforts through emails, phone calls, and in-person meetings to maximize usage and adoption
• Act 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 met
• Work 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 growth

Requirements

• Bachelor’s degree, preferably in business, finance or a related field
• 3+ years of working experience in a customer facing role
• Excellent written and verbal communication skills
• A self starter who is diligent and organized but adaptable
• Experience in financial services/investment banking or with a subscription-based services a plus

At 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 bonus.

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