Customer Success Product Specialist
Own post-sale relationships, adoption, renewals, and expansion for Octus data and workflow products. The role requires at least three years of client-facing experience, commercial account-growth ability, project management skills, and interest in credit markets and financial workflows.
About the job
Responsibilities
Revenue & Commercial Outcomes
- 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 strategies to convert opportunities to revenue.
Client Retention & Adoption
- Own the post-sale relationship for a global book of accounts, managing relationships from handoff through renewal and growth.
- Drive measurable usage and adoption across the portfolio with clear KPIs and proactive outreach cadences, including email, calls, and on-site engagement.
- Build relationships at every level, from operations 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.
Product & Market Intelligence
- 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 for broader teams.
Requirements
- 3+ years in a client-facing role, ideally in financial technology or financial services.
- Demonstrated ability to manage and grow commercial accounts; quota or target experience preferred.
- Strong project management skills and comfort coordinating across complex, multi-stakeholder client organizations.
- Intellectual curiosity and genuine interest in credit markets, data products, or financial workflows.
- Self-directed, organized, and energized by a fast-paced commercial environment.
Compensation & Benefits
- Competitive health benefits.
- Matched pension plans.
- Paid time off.
- Generous parental leave.
- Gym subsidies.
- Educational reimbursements for career development.
- Recognition programs.
Skills
Direct Data, Data Workflows, Proof Of Concept, Account Expansion, Upselling, Account Management, Project Management, Credit Markets, Financial Technology, Data Products
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