# Customer Success Specialist - Investment Banking & Advisory

**Company:** [Octus](https://hotfix.jobs/companies/octus)
**Location:** New York, NY
**Role:** Customer Success
**Salary:** $70k – $75k/yr
**Experience:** 0+ years
**Skills:** Customer Success, Account Management, Client Onboarding, Platform Adoption, Account Health, Customer Relationship Management, Financial Services, Credit Markets, Client Reporting, Training Development, Data Analysis, Excel
**Posted:** 2026-08-26

> Supports a focused portfolio of investment banking and advisory clients by driving onboarding, platform adoption, retention, and relationship development. The role suits a recent graduate with strong communication skills and an interest in financial services and credit markets.

## Job Description

## 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.

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