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Octus

Credit intelligence, data, and workflow tools

Senior Client Support Specialist

Solution EngineeringConfirmed live in the last 24 hours
Full-timeRemote in USARemote

About the Job

Requirements

  • Experience working in a support capacity.
  • Experience with Trade and Order Management systems or workflows.
  • Understanding of core financial data domains, including issuers, instruments, industries, ratings, and pricing of financial products.
  • Strong Excel skills, including the ability to join, pivot, and summarize data.
  • Ability to troubleshoot support issues.
  • Attention to detail.
  • Experience working in a team environment.

Responsibilities

  • Support Sky Road client trade workflows and templates.
  • Support Sky Road client permission and role models.
  • Onboard new client trade workflows and templates.
  • Onboard new client funds and fund attributes.
  • Document client trade workflows, trading templates, and permission models.
  • Own and support application layout consistency.
  • Communicate and escalate support issues with the development team.
  • Coordinate with project managers on client onboarding.
  • Work closely with the Sky Road COO to document and develop enhanced support processes for trade workflows, trading templates, and application permission matrices for all Sky Road clients.
  • Ensure application layout consistency across the Sky Road modules.
  • Assist with client onboarding-related configuration and testing.
  • Communicate with clients and support their successful experience with the Sky Road products.

Desired Qualifications

  • Understanding of Portfolio Management, Compliance, and Security Master systems.
  • Experience with vendor software product support.

About the Company

Octus

Credit intelligence, data, and workflow tools

Octus provides credit intelligence, data and workflow tools for professionals in the high-yield, leveraged loan, private credit and restructuring markets. Its offerings combine journalism, legal and financial analysis with technology to publish news, data and analysis across the credit lifecycle, used by more than 35,000 professionals at investment banks, asset managers and law firms. The workflow tools organize and connect data and insights to support credit decisions—from monitoring and due diligence to restructuring—across multiple credit markets. What sets Octus apart is its integrated team of reporters, analysts and technologists who produce original news and analysis while delivering structured data and workflow capabilities tailored to credit professionals. The goal is to provide timely, credible intelligence and practical tools that help clients manage risk and seize opportunities in the credit markets.

Company size
501-1,000
Company stage
Acquired
Total funding
$1.3M
Headquarters
New York City, New York
Founded
2013

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