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Salary: USD 67,500 - 95,000 / annual
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.
As an Implementation & Workflow Specialist, you will own the end-to-end technical implementation of complex, customizable UI environments for Octus's Data and Workflow solutions. You sit at the critical intersection of pre-sales validation and technical delivery, managing relationships from practitioner to C-suite level and turning deep product expertise into measurable business impact.
Key responsibilities include:
**Complex Implementations & Project Management**
Execute end-to-end delivery of highly customizable client implementations for Octus's Private Platform data products. Project manage large-scale, mission-critical client engagements, coordinating cross-functional technical and commercial teams to ensure successful delivery and adoption. Drive project planning, kickoff, technical implementation, progress reporting, and seamless handover to the Product Specialist team at 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**
Partner closely with New Business Representatives, Account Managers, and Sales Engineers to scope, configure, and launch trial environments. Design and execute POC engagements that showcase product expertise and translate technical capabilities into measurable business impact for prospective clients. Serve as the primary workflow subject matter expert during pre-sales, guiding 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. Capture client feedback during trial and implementation phases, translating it into actionable product roadmap input.
This is a hybrid position requiring 3 days per week in the New York office.
**Requirements**
- 2+ years in a client-facing role dedicated to technical implementation, complex project management, or sales engineering, ideally within fintech or financial services
- Demonstrated experience managing complex, multi-stakeholder client projects involving large-scale system setups, technical integrations, or environment consolidations
- Strong track record of delivering technical implementations and custom POCs 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 fast-paced commercial environments
- Excellent written and verbal communication skills, with ability to translate technical or product complexity into clear client value for practitioners through C-suite sponsors
- Self-directed and highly organized, with ability to collaborate effectively across internal technical and commercial teams
