---
title: 'Client Solutions Specialist at Octus'
canonical: 'https://feeny.ai/job/client-solutions-specialist-octus-new-york-new-york-1f3vmt8e82eh'
type: 'job'
last_seen: '2026-09-07'
---

# Client Solutions Specialist at Octus

- **Company:** Octus
- **Location:** New York New York, United States
- **Posted:** 2025-12-19
- **Last confirmed live:** 2026-09-07
- **Apply:** https://job-boards.greenhouse.io/octus/jobs/5007943007

## Job description

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.

## Role

We are seeking a highly motivated Solutions Specialist to join Octus to support the firm’s expansion strategy. This unique hybrid role sits at the intersection of Sales and Product. This is a high-impact, client-facing position ideal for a commercially minded professional, with deep legal, buy side, and/or sell-side experience and a passion for credit. Working closely with Account Managers and Product Owners, you will play a central role in driving the successful adoption of our newest and strategic news, analysis, data, and workflow solutions.

This is a New York-based position, with an in-office requirement of 3 days per week.

## Key Responsibilities

- Trial management and Solutions-based demos
- Partner with Account Managers to execute demos/trials for designated cross-sell opportunities within the legal, buy side, and/or sell-side segments. This will include our newest and most strategic solutions.
- Serve as the solutions specialist during the sales cycle, conducting persona-based solutions-focused demonstrations to ensure effective product adoption during the trial phase.
- Develop customized trial plans, success criteria, and compelling use cases tailored to each client's specific workflow.
- Document and standardize successful trial methodologies to create scalable "playbooks" and sales enablement materials for the wider sales organization.
- Product & Market Feedback to Product Owners & Sales Leadership
- Actively gather qualitative and quantitative feedback from clients and prospects during demos/trials regarding product features, usability, performance, and commercial viability.
- Synthesize market intelligence and client feedback into clear, actionable requirements and recommendations for the product owners to inform the product roadmap.
- Weekly feedback and alignment calls with product owners and sales leadership.
- Commercial & Technical Expertise
- Maintain a deep understanding of the competitive landscape, industry trends, and the specific client workflows within the segment allocated.
- Collaborate with Product/Marketing to refine messaging, positioning, and sales collateral based on real-world client interactions and successful trial conversions.
- Assist in packaging strategies based on observed client value and adoption wins and hurdles.

Required Qualifications

- Deep credit and market expertise and/or legal expertise required, gained through experience at financial and legal institutions, investment banks, or buy side firms. Minimum 5 years.
- Minimum 8 years of experience in a client-facing role within the financial technology, legal technology, or professional services industry (e.g., Solutions Consulting, Product Specialist …etc.)
- Proven ability to understand complex financial workflows and articulate how data, news, and analytical tools can solve specific business problems for law firms, buy side firms, and/or investment banks.
- Experience with a new product introduction or significant feature launch.
- Understanding of the sales process, including trial design, qualification, and closing.
- Exceptional presentation, demonstration, and communication skills, with the ability to tailor persona-based solutions against client challenges and needs.
- Highly organized with experience managing multiple projects/trials simultaneously in a fast-paced environment.
- Bachelor’s degree in Finance, Economics, Business, Law, or a related field.

At Octus, we consider a range of factors in connection with compensation decisions, including experience, skills, location, and our business needs and limitations. As a result, compensation may vary within and across similar roles and positions. Please note that the salary range information below is a good faith estimate for this position and actual compensation for any individual may fall outside this range if warranted by the circumstances applicable to that individual. If we identify a role that would be suitable for a broader range of skills and experience such that we would consider hiring at multiple levels then the range listed below may reflect that breadth.

The base salary range estimate for this position is $170,000 - $200,000, plus an on-target incentive.

The actual compensation will be at Octus’ sole discretion and will be determined by the aforementioned and other relevant factors.

## 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.

## About Octus

## Company Overview
- **One-liner**: Octus is the essential credit intelligence, data, and workflow platform that powers the global leveraged finance and private credit markets for buy-side firms, investment banks, law firms, and advisory firms.
- **Entity Type**: Private (acquired by Permira in 2022)
- **Headquarters**: New York, New York, United States
- **Founded**: 2013
- **Founders**: Kent Collier (CEO)

## Core Business
- **Primary industry**: Financial Services / Fintech / Credit Intelligence
- **Target customers**: B2B — Enterprise (investment banks, buy-side firms, law firms, advisory firms)
- **Mission or purpose statement**: Deliver rigorously verified intelligence at speed to create a complete picture for professionals across the entire credit lifecycle, empowering confident, market-defining decisions.

## Products & Services
- **CreditAI by Octus**: Agentic AI platform layered on the world’s largest validated library of leveraged finance, legal, and credit intelligence, trained by leading financial, legal, and data experts.
- **FinDox Document Management**: Trusted document management with the largest repository of searchable documents (5M+ source data documents), aggregated and indexed by AI-integrated technology.
- **Fundamentals Data**: The only fundamental data service with complete market coverage across all stages of credit (deal origination to distressed debt) covering leveraged loans, high-yield bonds, and private credit.
- **Excel Add-ins, REST APIs, and Snowflake Data Shares**: Workflow tools designed to streamline research processes and optimize investment, compliance, portfolio, and data management workflows.
- **News & Intelligence**: Breaking news and intelligence from a global team of 250+ financial analysts, legal analysts, and expert financial journalists.
- **LevPro + Sky Road (Post-Acquisition)**: A vertically integrated, AI-powered portfolio management and trading solution for CLO and private credit managers.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed (acquired by Permira in 2022; prior total funding of ~$1.3M in seed rounds)
- **Key Metric**: 40,000+ global subscribers trust Octus for credit intel and data; 60,000+ stories published globally every year; 9.3M+ deal documents covering 25k+ issuers and 53k+ deals
- **Notable Investors/Partners**: Susquehanna Growth Equity (lead investor in 2016), Permira (acquiring entity). Key acquisitions include LevPro, Sky Road, FinDox, Debt Explained, LoansIntel, and Aggredium Finance Ltd.
- **Growth Signals**: Rapid headcount growth (603 employees across 20 countries including UK, Pakistan, Romania, Colombia, Lithuania); completed acquisition of LevPro in 2025; expanding AI capabilities with CreditAI; category creator across research, data analytics, and intelligence.

## Competitive Advantages
- **Unmatched market coverage**: The only fundamental data service with complete coverage across all stages of credit — from deal origination to distressed debt — across leveraged loans, high-yield bonds, and private credit.
- **World’s largest library**: The largest repository of leveraged finance intelligence, data, and deal documents going back 9+ years across 25k+ issuers and 53k+ deals.
- **Human + AI “trifecta”**: A unique combination of 250+ financial analysts, legal analysts, and journalists working alongside proprietary AI models (CreditAI) for the most accurate and holistic analysis across credit.
- **Trusted by elite clients**: 100% of the top 10 asset managers and CLO managers are clients; trusted by the world’s leading investment banks, law firms, and advisory firms.
- **Proven acquisition strategy**: Aggregated multiple niche players (FinDox, Debt Explained, Sky Road, LevPro) to build a vertically integrated platform.

## Strategic Focus
- **AI-first innovation**: Layering agentic AI (CreditAI) on validated credit intelligence to automate workflows and deliver faster, more accurate insights.
- **Vertical integration**: Completing the acquisition of LevPro and Sky Road to deliver an end-to-end AI-powered portfolio management and trading solution for CLO and private credit managers.
- **Global expansion**: Operating in 20 countries with a growing presence across EMEA, APAC, and the Americas.
- **Data and workflow unification**: Continuing to unify credit intelligence, research, and portfolio management into a single essential platform.

## Why Work Here
- **Culture**: Described as a “ridiculously successful rocket ship” with a growth-mindset, customer-first focus, and a culture of equity, opportunity, and access. Employees are driven, action-oriented, and effective team players.
- **Hybrid/Remote Policy**: Flexible, hybrid working policy with home office reimbursements.
- **Benefits**: Medical, dental, vision, 401(k), generous PTO (including vacations, sick leave, and parental leave), employee referral bonuses, manager training programs, Kudos recognition program, gym subsidies, and reimbursements for career development and continuing education.
- **Engineering/Data Culture**: Strong emphasis on AI, data science, and engineering — roles include Senior AI Engineer, Senior Data Scientist, Lead DevOps Engineer, and Quantitative Analyst. The team includes a Chief Scientist & Head of AI Innovation (Sreekanth Mallikarjun) and a Global Head of Data (Tejs Broberg).
- **Growth Opportunity**: A rare category creator across research, data analytics, and intelligence — employees can “turn expertise into customer impact” and level up their career in a market-moving growth story.

## Sources
1. [octus.com](https://octus.com/)
2. [octus.com/about-us](https://octus.com/company/about-us/)
3. [octus.com/careers](https://octus.com/company/careers/)
4. [Greenhouse Jobs](https://job-boards.greenhouse.io/octus/jobs/5114966007)
5. [LinkedIn](https://www.linkedin.com/company/octus-credit1)

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