At a Glance
- Tasks: Drive client success and revenue growth through innovative data solutions.
- Company: Join Octus, a leader in credit intelligence and analytics.
- Benefits: Enjoy competitive health benefits, PTO, gym subsidies, and educational reimbursements.
- Other info: Hybrid work model with opportunities for career development and growth.
- Why this job: Make a real impact in the fast-paced world of finance and technology.
- Qualifications: 3+ years in a client-facing role with a passion for financial technology.
The predicted salary is between 63000 - 77000 £ per year.
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.
Working at Octus, we hire 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.
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. Octus is hiring a commercially-minded Product Specialist to own revenue outcomes across our Direct Data and Data and Workflow solutions. You will be accountable to revenue targets, lead expansion conversations, and sit at the intersection of client strategy, product influence, and commercial growth. You will manage relationships from practitioner to C-suite, turning deep product expertise into measurable business impact for both clients and Octus. 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.
- 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.
- 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.
- Intellectually curious with genuine interest in credit markets, data products, or financial workflows.
- Self-directed, organized, and energized by a fast-paced commercial environment.
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.
Customer Success Product Specialist employer: Octus
At Octus, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Greater London. Our commitment to employee growth is evident through comprehensive benefits such as health coverage, pension plans, and educational reimbursements, ensuring our team members thrive both personally and professionally while working with prestigious law firms.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Success Product Specialist
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Octus. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Octus before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Customer Success Product Specialist
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Octus:Your cover letter is your chance to shine! Tell us why you want to work at Octus specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Octus!
How to prepare for a job interview at Octus
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
