Customer Success Specialist - Buyside

The Customer Success Specialist will be responsible for managing a book of existing Buy Side firms while supporting our efforts to promote processes, drive retention rates, increase usage and develop stakeholder relationships. The Customer Success Specialist will possess strong communication, relationship building, and problem solving skills.

Responsibilities

Become an Octus expert with an understanding of the Buyside segment, our products, services, and the financial restructuring industry/process, along with the sub-investment grade market; Manage a book of buyside accounts to understand their business drivers and goals and ensure they are sticky with the Octus product suite; Develop key relationships and drive usage with a wide range of subscribers through understanding each of their different workflows, educating them on best practices on how to use their subscription, gathering feedback, and providing updates on new functionalities/databases; Leverage existing customer relationships and expand the network of relevant contacts within each client 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 strategy, 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

0-2 years of working experience in a customer facing role; this could include relevant internships; Excellent written and verbal communication skills; A self-starter who is diligent and organized, but adaptable and creative; Experience in financial services and/or familiarity with credit a plus

Nice to have

Experience in financial services; Familiarity with credit

Benefits

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