Customer Success Specialist - Investment Banking

Octus

London, United Kingdom
On-site
Increase user adoption
Drive retention rates
Develop relationships
The Customer Success Specialist will be responsible for increasing user adoption, driving retention rates, promoting processes, and developing relationships within the investment banking space, while also helping support the wider team

Job Summary

  • The Customer Success Specialist will be responsible for increasing user adoption, driving retention rates, promoting processes, and developing relationships within the investment banking space, while also helping support the wider team.
  • Lead onboarding and implementation efforts for new Octus subscribers and provide support to first-year customers to prevent churn.
  • Act as the voice of the customer when collaborating with various internal teams across sales, editorial, product, and tech to ensure our clients’ needs are met.

Matching Summary

The Customer Success Specialist will be responsible for increasing user adoption, driving retention rates, promoting processes, and developing relationships within the investment banking space, while also helping support the wider team.

Skills & Requirements

Must-have

  • increase user adoption
  • drive retention rates
  • develop relationships
  • product expertise
  • credit investing market knowledge

Nice-to-have

  • growth-minded innovators
  • human organizational ethos
  • partner of choice

Key Requirements

  • 1+ years of customer-facing experience
  • Undergraduate degree in business or finance
  • Financial services or subscription-based services experience
  • Demonstrated interest in financial services

Work Rights

Not specified

Tailored Resume

Cover Letter