--- title: 'Implementation & Workflow Specialist at Octus' canonical: 'https://feeny.ai/job/implementation-workflow-specialist-octus-new-york-f2bt7n13p9rp' type: 'job' last_seen: '2026-10-19' --- # Implementation & Workflow Specialist at Octus - **Company:** Octus - **Location:** New York, NY - **Posted:** 2026-10-13 - **Last confirmed live:** 2026-10-19 - **Apply:** https://job-boards.greenhouse.io/octus/jobs/5263392007 ## 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 As an Implementation & Workflow Specialist, you sit at the critical intersection of pre-sales validation and technical delivery for our Data and Workflow solutions. You will own the end-to-end technical implementation of complex, customizable UI environments, ensuring seamless onboarding from kickoff through go-live. You'll manage relationships from practitioner to C-suite, turning deep product expertise into measurable business impact for both clients and Octus. In addition to core implementations, this role will project manage large-scale, intricate client projects and partner directly with commercial teams to deliver compelling Proof of Concepts (POCs) for prospective clients. This is a hybrid position (3 days in office/week), based in our New York office. ## WHAT YOU’LL DO Complex Implementations & Project Management - Execute the end-to-end delivery of highly customizable and complex client implementations for Octus’s Private Platform data products. - Project manage large-scale, mission-critical client engagements, coordinating cross-functional technical and commercial streams to ensure successful delivery and adoption of complex platform solutions. - Drive project planning, kickoff, technical implementation, progress reporting, and a seamless handover to the ongoing Product Specialist team upon go-live. - Monitor and deliver against implementation KPIs across your pipeline, ensuring optimal time-to-value, on-time go-lives, and high-quality handovers. Pre-Sales Support & Proof of Concepts (POCs) - Partner closely with New Business Representatives, Account Managers, and Sales Engineers to scope, configure, and launch trial environments. - Design and execute Proof of Concept (POC) engagements that showcase deep product expertise and translate technical capabilities into measurable business impact for prospective clients. - Serve as the primary workflow subject matter expert during the pre-sales cycle, guiding prospective C-suite and senior technical stakeholders through complex product capabilities. Cross-Functional Collaboration & Strategy - Partner with Technology, Data, Compliance, and Product teams to resolve complex client requirements, customize technical solutions, and remove delivery blockers. - Document and scale implementation playbooks, standardizing best practices for bespoke onboarding, environment consolidations, and trial setups. - Systematically capture client feedback during the trial and implementation phases, translating it into actionable product roadmap input for Product and Commercial leadership. ## WHAT YOU BRING - 2+ years in a client-facing role dedicated to technical implementation, complex project management, or sales engineering - ideally within financial technology or financial services. - Demonstrated experience managing complex, multi-stakeholder client projects, specifically involving large-scale system setups, technical integrations, or environment consolidations. - A strong track record of delivering technical implementations and custom proof-of-concepts against tight timelines and technical scope. - Intellectually curious with genuine interest in credit markets, data products, or financial workflows. - Exceptional project management skills and comfort operating in ambiguity within a fast-paced commercial environment. - Excellent written and verbal communication skills, with the ability to translate technical or product complexity into clear client value for practitioners up to C-suite sponsors. - Self-directed and highly organized, with the ability to collaborate effectively across internal technical and commercial teams. ## WHY THIS ROLE This is an opportunity to own the critical first steps of the client journey - from pre-sale technical validation through the delivery of highly complex, strategic implementations. You will have a direct impact on our commercial success by shaping how institutional investors first experience and adopt our platform, while working closely with senior commercial, product, and technical leadership to refine our delivery playbooks as the company scales. 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 for this position, encompassing a variety of levels, is $67,500 - $95,000. This position is eligible for an annual performance 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) ## Other roles at Octus - [Private Credit Reporter](https://feeny.ai/job/private-credit-reporter-octus-london-rmv4yw6gjqx3) — London, United Kingdom - [Legal Analyst](https://feeny.ai/job/legal-analyst-octus-new-york-jy0ey2errqr7) — New York, NY - [Director of Revenue Systems](https://feeny.ai/job/director-of-revenue-systems-octus-london-nypjqcxkgmqv) — London, United Kingdom - [Credit Analyst](https://feeny.ai/job/credit-analyst-octus-london-tbg0pzbyg41w) — London, United Kingdom - [ESMA Analyst](https://feeny.ai/job/esma-analyst-octus-pakistan-yzzg606a87px) — Pakistan - [ESMA Analyst](https://feeny.ai/job/esma-analyst-octus-pakistan-gfab0b20kr4n) — Pakistan - [IT Support Engineer (Fixed Term)](https://feeny.ai/job/it-support-engineer-fixed-term-octus-pakistan-yp6jkrpdk9h0) — Pakistan - [Legal Workflow Strategist](https://feeny.ai/job/legal-workflow-strategist-octus-united-kingdom-1s45k8kcxm6p) — United Kingdom - [Customer Support Specialist, Private Platform Support](https://feeny.ai/job/customer-support-specialist-private-platform-support-octus-pakistan-pxq7ckp59hg0) — Pakistan - [Operations Associate - Covenants](https://feeny.ai/job/operations-associate-covenants-octus-bogota-snp87h6drc0r) — Bogotá, Colombia