Client Solutions Specialist

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 significant feature launch.
• Understanding of the sales process, including trial design, qualification, and closing.
• Exceptional presentation, demonstration, and communication skills, with the ability to tailor persona-based solutions against client challenges and needs.
• Highly organized with experience managing multiple projects/trials simultaneously in a fast-paced environment.
• Bachelor's degree in Finance, Economics, Business, Law, or a related field.

At Octus, we consider a range of factors in connection with compensation decisions, including experience, skills, location, and our business needs and limitations. As a result, compensation may vary within and across similar roles and positions. Please note that the salary range information below is a good faith estimate for this position and actual compensation for any individual may fall outside this range if warranted by the circumstances applicable to that individual. If we identify a role that would be suitable for a broader range of skills and experience such that we would consider hiring at multiple levels then the range listed below may reflect that breadth.

The base salary range estimate for this position is $170,000 - $200,000, plus an on-target incentive.

The actual compensation will be at Octus' sole discretion and will be determined by the aforementioned and other relevant factors.