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Salary: USD 67,500 - 95,000 / annual
Octus is a 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 Private Platform data products. You sit at the 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:
Complex Implementations & Project Management: Execute end-to-end delivery of highly customizable client implementations. Project manage large-scale, mission-critical engagements, coordinating cross-functional technical and commercial teams. 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 including time-to-value, on-time go-lives, and handover quality.
Pre-Sales Support & Proof of Concepts: Partner 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. Serve as the primary workflow subject matter expert during pre-sales, guiding prospective 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 and remove delivery blockers. Document and scale implementation playbooks to standardize best practices for bespoke onboarding, environment consolidations, and trial setups. Capture client feedback during trial and implementation phases and translate 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 proof-of-concepts 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
