Agency Customer Success Manager
smartlyio
Customer Success Product Specialist
octus· Commercial
About this role
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 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'll be accountable to revenue targets, lead expansion conversations, and sit at the intersection of client strategy, product influence, and commercial growth. You'll 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
Revenue & Commercial Outcomes
- 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
Client Retention & Adoption
- 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
Product & Market Intelligence
- 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
- Strong project management skills; comfortable coordinating across complex, multi-stakeholder client organizations
- Intellectually curious with genuine interest in credit markets, data products, or financial workflows
- Self-directed, organized, and energized by a fast-paced commercial environment
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.
Frequently Asked Questions
Is the salary disclosed for the Customer Success Product Specialist position at octus?
The salary for this Customer Success Product Specialist role at octus is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Customer Success Product Specialist position at octus located?
This Customer Success Product Specialist role at octus is based in London, England, United Kingdom. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Which team or department does the Customer Success Product Specialist at octus belong to?
This Customer Success Product Specialist position is part of the Commercial department at octus. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Customer Success Product Specialist position at octus?
Click the "Apply Now" button on this page. You will be redirected to octus's official application portal hosted on greenhouse where you can submit your application directly.
When was the Customer Success Product Specialist job at octus posted?
This Customer Success Product Specialist position at octus was posted on Jul 27, 2026. Apply as soon as possible — early applications are often reviewed first.
Customer Success Product Specialist
octus
You'll be redirected to octus's official application page on Greenhouse.