Customer Success Specialist - Investment Banking & Advisory

Octus Customer Success Specialist - Investment Banking & Advisory 8 Hours AgoSaved Easy Apply Hybrid New York, NY, USA Easy Apply 70K-75K Annually Entry level 70K-75K Annually Entry levelFintech • News + Entertainment • Software • Database • Financial ServicesManage a small portfolio of investment banking and advisory clients to increase platform adoption, support onboarding, monitor account health, and improve retention. Partner with senior customer success managers on high-priority accounts, create training materials and reports, gather customer feedback, educate users on Octus products and credit markets, and conduct proactive outreach through email, phone, and in-person meetings.