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← Octus

Customer Success Specialist - Investment Banking & Advisory

Octus
Location
New York, New York, United States
Posted
25 days ago
Department
Commercial
Salary
$70,000-$75,000
What they actually want (must-haves)
  • 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
  • Excellent written and verbal communication skills
  • A self-starter who is diligent and organized but adaptable
Nice to have
  • Demonstrated interest in financial services and learning the credit markets
What the job really is

The Customer Success Specialist at Octus will manage a small book of clients in the investment banking and advisory sectors, focusing on increasing user adoption and retention rates. Responsibilities include onboarding clients, monitoring account health, collaborating with senior team members on high-priority accounts, and executing customer success projects. The role requires strong communication and relationship-building skills, along with a proactive approach to client engagement.

Benefits
  • Competitive health benefits
  • Matched 401k and pension plans
  • PTO
  • Generous parental leave
  • Gym subsidies
  • Educational reimbursements for career development
Things to weigh
  • Hybrid role requiring 3 days in office per week
  • Salary range is a good faith estimate and may vary based on individual circumstances
  • Open to recent graduates with no prior experience
Job score4/5
Benefits4/5
Freshness4/5
Career value3/5
Role clarity4/5
Pay transparency5/5

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