Customer Success Specialist - Investment Banking
Octus
About this role
Octus is a global provider of credit intelligence, data, and analytics serving hedge funds, investment banks, and law firms. The Customer Success Specialist is a client-facing member of the Customer Success team based in London who helps ensure customers derive value from Octus’ products and acts as a liaison to internal teams. This hybrid role supports growth and long-term customer relationships within the investment banking segment.
Skills
Qualifications
About Octus
octus.comOctus is a credit intelligence platform focused on sub-investment grade markets, delivering proprietary data, analytics and research to help investors and lenders make faster, more confident decisions. Its products combine issuer- and market-level data with curated research and workflow tools to support portfolio construction, risk management and trading across high‑yield and leveraged loan markets. Octus primarily serves asset managers, banks and credit-focused investors with global coverage and actionable insights that reduce information asymmetry. The company emphasizes timeliness, depth of coverage and analytics to accelerate and de‑risk credit decisions.
Recent company news
OctusOctus Identifies Leading Credit Trends That Defined 2025 and the Firms That Shaped the Market
1 month ago
ReutersExclusive: Financial data group Octus readied for $4 billion-plus sale, sources say
Oct 20, 2025
OctusFossil’s ‘Stapled Exchange’ and the ‘International Two-Step’: Why a US Company Turned to London to Restructure Its Notes and How It Did It
Dec 2, 2025
WeilWeil Advises Permira and its Portfolio Company Octus on the Acquisition of Sky Road
Jun 9, 2025
Business WireOctus Unveils Sky Road Research Management, Uniting Credit Intelligence and Portfolio Management Seamlessly into a Single Platform
Dec 8, 2025
About Octus
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Octus.
Salary
$56k – $74k
per year