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The Credit Workflow Strategist codifies leveraged finance workflows, advises institutional clients, maps credit analysis processes, and prototypes AI- and LLM-driven solutions. The role translates complex credit agreements, debt structures, and covenant analysis into tailored workflows, collaborates with product and engineering teams on platform enhancements, and scales domain expertise across Octus’s AI product suite.

The Account Manager is responsible for managing buyside accounts, subscription renewals, upselling, and ensuring excellent client relations and retention.

As an Account Manager, you will handle subscription renewals and account expansion for legal and advisory clients, focusing on high retention rates and enhancing client service through collaboration with product teams.

Support data and customer-success functions by entering, cleaning, and analyzing data; maintain databases; assist clients with LevPro configuration, demos, onboarding, and implementation; identify process improvements and help build client relationships.

Customer Success Managers at Octus increase user adoption, retention rates, develop relationships, and support the wider team. They engage with law firms, investment banks, and advisory firms, ensuring smooth onboarding and enhancing customer experiences.

Analyze leveraged loan credit agreements to identify covenant issues, summarize complex documentation, answer market participant questions, produce data-backed covenant analysis, engage clients and represent Octus at industry events.

Support the firm's expansion by conducting product demos, gathering market feedback, and collaborating with product teams on client needs. Utilize market expertise to enhance trial strategies and client solutions.

The Distressed Credit Analyst will conduct research, analyze distressed credit situations, and collaborate with legal and editorial staffs to provide insights and reports for subscribers.

Sell Octus credit intelligence products to institutional clients across the US. Own full sales cycle: identify prospects, pitch, demo, negotiate, and close deals to exceed targets. Research competitive positioning, communicate product value, and collaborate across teams to drive new business.

Cover stressed and distressed private filers across leveraged loans and high-yield bonds. Perform deep-dive credit analysis, maintain coverage surveillance, build financial and recovery models, review credit agreements, analyze restructurings and liability management, publish timely research, support legal analysts, and engage with clients via calls and webinars.