---
title: 'Customer Success Specialist - Investment Banking & Advisory at Octus'
canonical: 'https://feeny.ai/job/customer-success-specialist-investment-banking-advisory-octus-new-york-new-york-dkw4m1xn6rq5'
type: 'job'
last_seen: '2026-09-14'
---

# Customer Success Specialist - Investment Banking & Advisory at Octus

- **Company:** Octus
- **Location:** New York New York, United States
- **Posted:** 2026-08-26
- **Last confirmed live:** 2026-09-14
- **Apply:** https://job-boards.greenhouse.io/octus/jobs/5218778007

## 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

Octus provides breaking news and market-moving intelligence along with cutting-edge technology and data for hedge funds, investment banks, advisors 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.

The Customer Success Specialist will be responsible for a small book of clients with the goals of increasing user adoption, driving retention rates and developing relationships within the investment banking and advisory space. Candidates should possess strong communication, relationship-building and problem-solving skills.

This is a hybrid role (3 days in office per week), located in our New York office.

## Responsibilities

- Manage a focused, small book of foundational accounts, acting as their primary point of contact to drive platform adoption, onboarding and build client relationships.
- Monitor account health identifying at-risk accounts and providing dedicated coverage alongside the account management team ahead of the renewals.
- Partner directly with Senior Customer Success Managers on high-priority and high-spend accounts, supporting client prep, new user onboarding and follow-ups while gaining exposure to complex workflows.
- Execute ad-hoc customer success projects, including building training collateral, compiling user data reports and assisting with team-wide strategic initiatives. Opportunity to also collaborate across departments such as sales, product, tech and editorial.
- Become an Octus expert with a strong understanding of our products, services, and the credit market. Apply these concepts to each persona’s different workflows, educating them with best practices and relevant features.
- Capture and synthesize client feedback, feature requests, and pain points during routine touchpoints. Share actionable insights with internal teams.
- Drive proactive outreach efforts through emails, phone calls, and in-person meetings

## Requirements

- Undergraduate degree, preferably in business, finance, or a related field
- 0-1 years of working experience in a customer-facing role, ideally in financial services or with subscription-based services. (*note: we are open to promising recent graduates)
- Excellent written and verbal communication skills
- A self-starter who is diligent and organized but adaptable
- Demonstrated interest in financial services and learning the credit markets is a bonus

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 $70,000-$75,000, plus a performance-based annual bonus.

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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