Customer Success Product Specialist

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. Octus is hiring a commercially-minded Product Specialist to own revenue outcomes across our Direct Data, and Data and Workflow solutions. You'll be accountable to revenue targets, lead expansion conversations, and sit at the intersection of client strategy, product influence, and commercial growth. You'll manage relationships from practitioner to C-suite, turning deep product expertise into measurable business impact for both clients and Octus. This is a hybrid position (3 days in office/week), based in our London office.

Responsibilities

Carry and deliver against company targets across Direct Data and Workflow products; Lead account expansion strategies, proof-of-concept engagements, and upsell motions in partnership with Account Managers and Sales Engineers; Re-engage closed-lost opportunities as product gaps close, converting previous losses into new ARR; Identify and document expansion signals from client interactions and surface them to commercial stakeholders. Shape and execute the strategy to convert opportunities to revenue; Own the post-sale relationship for a global book of accounts, managing from handoff through renewal and growth; Drive measurable usage and adoption across your portfolio, with clear KPIs and proactive outreach cadences (email, calls, on-site); Build relationships at every level — from ops teams running daily workflows to investment decision-makers and C-suite sponsors; Educate clients on best practices, new features, and data releases to maximize the value of their Octus subscription; Become a recognized subject matter expert in Octus's data and workflow products; Systematically capture client feedback and translate it into actionable product roadmap input for Product, Commercial, and senior leadership; Document and scale commercial training and playbooks to the broader teams

Requirements

3+ years in a client-facing role; Demonstrated ability to manage and grow commercial accounts; Strong project management skills; comfortable coordinating across complex, multi-stakeholder client organizations; Intellectually curious with genuine interest in credit markets, data products, or financial workflows; Self-directed, organized, and energized by a fast-paced commercial environment

Nice to have

Financial technology or financial services experience; Quota or target experience

Benefits

Competitive health benefits; Matched 401k and pension plans; PTO; Generous parental leave; Gym subsidies; Educational reimbursements for career development; Recognition programs