At a Glance
- Tasks: Drive client success and growth through innovative data solutions and relationship management.
- Company: Join Octus, a leading provider of credit intelligence and analytics.
- Benefits: Enjoy competitive health benefits, educational reimbursements, and generous parental leave.
- Other info: Hybrid work model with opportunities for career development and growth.
- Why this job: Be part of a dynamic team transforming the financial services landscape.
- Qualifications: 3+ years in a client-facing role with strong project management skills.
The predicted salary is between 55000 - 65000 £ per year.
Octus Octus is a leading global provider of credit intelligence, data, and analytics.
Since 2013, tens of thousands of professionals across hedge fund, investment banking, management consulting, and law firm verticals have come to rely on Octus to make better, faster, and more confident decisions in pace with the fast-moving credit markets.
For more information, visit: https://octus. com/
Working at Octus Octus hires growth-minded innovators and trailblazers across the globe to drive our business and culture.
Our core values – Action Oriented, Customer First Mindset, Effective Team Players, and Driven to Excel – define an organizational ethos that’s as high-performing as it is human.
Among other perks, Octus employees enjoy competitive health benefits, matched 401k and pension plans, PTO, generous parental leave, gym subsidies, educational reimbursements for career development, recognition programs, and much more.
- competitive health benefits
- matched 401k and pension plans
- PTO
- generous parental leave
- gym subsidies
- educational reimbursements for career development
- recognition programs
- Role
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.
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
- Client Retention & Adoption 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
- 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 to the 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; 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
Equal Employment Opportunity Octus is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, pregnancy, veteran status, or any other legally protected status.
We strive to create an inclusive and diverse work environment where all individuals are valued, respected, and treated fairly.
We believe that diversity enriches our workplace and enhances our ability to innovate and succeed.
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Customer Success Product Specialist employer: Doist
Brink's is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to drive global commercial strategies in the ATM lifecycle solutions sector. With a strong focus on professional development and growth opportunities, employees are encouraged to expand their skills while contributing to sustainable growth and operational excellence. Located in a dynamic environment, Brink's offers unique advantages such as a diverse team and the chance to build long-term partnerships with global customers, making it a rewarding place to advance your career.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Success Product Specialist
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Doist. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Customer Success Product Specialist
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Doist.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Doist's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Doist
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Doist.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Doist will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Doist employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
