Customer Success Specialist - Investment Banking & Advisory

Responsibilities

• Manage a focused book of foundational accounts as the primary contact for platform adoption, onboarding, and client relationships.
• Monitor account health, identify at-risk accounts, and provide coverage alongside the account management team ahead of renewals.
• Support Senior Customer Success Managers on high-priority and high-spend accounts with client preparation, new-user onboarding, and follow-ups.
• Execute customer success projects, including creating training collateral, compiling user data reports, and supporting strategic initiatives.
• Collaborate with sales, product, technology, and editorial teams.
• Develop expertise in Octus products, services, and credit markets; educate clients on best practices and relevant features.
• Capture and synthesize client feedback, feature requests, and pain points for internal teams.
• Conduct proactive outreach through email, phone, and in-person meetings.

Requirements

• Undergraduate degree, preferably in business, finance, or a related field.
• 0–1 years of experience in a customer-facing role, ideally in financial services or subscription-based services.
• Excellent written and verbal communication skills.
• Self-starter who is diligent, organized, and adaptable.
• Interest in financial services and willingness to learn credit markets.

Compensation

• Base salary range: $70,000–$75,000.
• Performance-based annual bonus.