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Octus is a leading global provider of credit intelligence, data, and analytics serving hedge funds, investment banks, management consulting firms, and law firms since 2013. We are seeking a Client Solutions Specialist to support our expansion strategy in a hybrid role based in New York (3 days/week in-office) that bridges Sales and Product.
You will partner with Account Managers and Product Owners to drive successful adoption of our newest strategic solutions across legal, buy-side, and sell-side segments. Your responsibilities include executing solutions-based demos and trials for cross-sell opportunities, conducting persona-focused demonstrations to ensure effective product adoption, and developing customized trial plans with clear success criteria and compelling use cases tailored to each client's workflow.
You will serve as the voice of the market, actively gathering qualitative and quantitative feedback from clients and prospects regarding product features, usability, performance, and commercial viability. You'll synthesize this market intelligence into actionable requirements and recommendations for product owners to inform the roadmap, participating in weekly alignment calls with product and sales leadership.
You will maintain deep understanding of the competitive landscape, industry trends, and client workflows within your assigned segments. You'll collaborate with Product and Marketing to refine messaging, positioning, and sales collateral based on real-world client interactions and trial conversions. You'll also assist in packaging strategies based on observed client value and adoption wins.
Required: Minimum 5 years of deep credit and market expertise and/or legal expertise gained at financial institutions, investment banks, or buy-side firms. Minimum 8 years in client-facing roles within fintech, legal tech, or professional services (Solutions Consulting, Product Specialist, etc.). Proven ability to understand complex financial workflows and articulate how data, news, and analytical tools solve specific business problems. Experience with new product introductions or significant feature launches. Understanding of sales processes including trial design, qualification, and closing. Exceptional presentation and communication skills with ability to tailor solutions to client needs. Bachelor's degree in Finance, Economics, Business, Law, or related field.
