Job Opportunities API

The Public Ledger of Openings

← Back to the ledger

Client Solutions Specialist

Octus
CompanyOctus
CategorySales
LocationNew York
RemoteOn-site (inferred)
EmploymentNot stated
LevelEntry
SalaryNot stated by the employer
Posted19 Dec 2025
Last verified30 Jul 2026
SourceEmployer career page (greenhouse)
Applications are handled by the employer, not by us.Apply on the employer's site →
Description
Octus Octus is a leading global provider of credit intelligence, data, and analytics. Since 2013, tens of thousands of professionals across hedge fund, investment banking, management consulting, and law firm verticals have come to rely on Octus to make better, faster, and more confident decisions in pace with the fast-moving credit markets. For more information, visit: https://octus.com/ Working at Octus Octus hires growth-minded innovators and trailblazers across the globe to drive our business and culture. Our core values – Action Oriented, Customer First Mindset, Effective Team Players, and Driven to Excel – define an organizational ethos that’s as high-performing as it is human. Among other perks, Octus employees enjoy competitive health benefits, matched 401k and pension plans, PTO, generous parental leave, gym subsidies, educational reimbursements for career development, recognition programs, and much more.  Role We are seeking a highly motivated Solutions Specialist to join Octus to support the firm’s expansion strategy. This unique hybrid role sits at the intersection of Sales and Product. This is a high-impact, client-facing position ideal for a commercially minded professional, with deep legal, buy side, and/or sell-side experience and a passion for credit. Working closely with Account Managers and Product Owners, you will play a central role in driving the successful adoption of our newest and strategic news, analysis, data, and workflow solutions. This is a New York-based position, with an in-office requirement of 3 days per week. Key Responsibilities  Trial management and Solutions-based demos Partner with Account Managers to execute demos/trials for designated cross-sell opportunities within the legal, buy side, and/or sell-side segments. This will include our newest and most strategic solutions. Serve as the solutions specialist during the sales cycle, conducting persona-based solutions-focused demonstrations to ensure effective product adoption during the trial phase. Develop customized trial plans, success criteria, and compelling use cases tailored to each client's specific workflow. Document and standardize successful trial methodologies to create scalable "playbooks" and sales enablement materials for the wider sales organization. Product & Market Feedback to Product Owners & Sales Leadership Actively gather qualitative and quantitative feedback from clients and prospects during demos/trials regarding product features, usability, performance, and commercial viability. Synthesize market intelligence and client feedback into clear, actionable requirements and recommendations for the product owners to inform the product roadmap. Weekly feedback and alignment calls with product owners and sales leadership. Commercial & Technical Expertise Maintain a deep understanding of the competitive landscape, industry trends, and the specific client workflows within the segment allocated. Collaborate with Product/Marketing to refine messaging, positioning, and sales collateral based on real-world client interactions and successful trial conversions. Assist in packaging strategies based on observed client value and adoption wins and hurdles.  Required Qualifications Deep credit and market expertise and/or legal expertise required, gained through experience at financial and legal institutions, investment banks, or buy side firms. Minimum 5 years. Minimum 8 years of experience in a client-facing role within the financial technology, legal technology, or professional services industry (e.g., Solutions Consulting, Product Specialist …etc.) Proven ability to understand complex financial workflows and articulate how data, news, and analytical tools can solve specific business problems for law firms, buy side firms, and/or investment banks. Experience with a new product introduction or significan
HOUSE ADYour CV gets thirty seconds.CV writing and honest review. English & Greek.kaeros.app →