Client Solutions Specialist - Sell-Side/Advisory

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, pet-friendly offices (US only), 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 financial services 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 for Sell-Side/Advisory Segment
  • Partner with Account Managers to execute demos/trials for designated cross-sell opportunities within the Sell-side/Advisory segment (Global banks, boutique advisory firms, etc.). 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 required, gained through experience at financial institutions, investment banks, or buy side firms. Minimum 5 years.
• Minimum 8 years of experience in a client-facing role within the financial 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 Sell-side /advisory clients.
• 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, 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.