Client Solutions Specialist

We are seeking a highly motivated Solutions Specialist to join Octus to support the firm’s expansion strategy. This unique hybrid role sits at the intersection of Sales and Product. This is a high-impact, client-facing position ideal for a commercially minded professional, with deep legal, buy side, and/or sell-side experience and a passion for credit. Working closely with Account Managers and Product Owners, you will play a central role in driving the successful adoption of our newest and strategic news, analysis, data, and workflow solutions. This is a New York-based position, with an in-office requirement of 3 days per week.

Responsibilities

Trial management and Solutions-based demos; Partner with Account Managers to execute demos/trials for designated cross-sell opportunities within the legal, buy side, and/or sell-side segments. 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.; Product & Market Feedback to Product Owners & Sales Leadership; 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.; Commercial & Technical Expertise; 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.

Requirements

Deep credit and market expertise and/or legal expertise required, gained through experience at financial and legal institutions, investment banks, or buy side firms. Minimum 5 years.; Minimum 8 years of experience in a client-facing role within the financial technology, legal 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 law firms, buy side firms, and/or investment banks.; 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, Law, 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; on-target incentive