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Octus

Credit intelligence, data, and workflow tools

Senior Customer Success Manager - Legal

Customer SuccessConfirmed live in the last 24 hours
Full-timeLondon, UKNo salary listedIn-person

About the Job

Requirements

  • At least 8 years of working experience in a customer-facing role.
  • Strong written and verbal communication skills.
  • Ability to work independently, remain diligent and organized, and adapt to changing needs.

Responsibilities

  • Become an expert on Octus, including the legal segment, its products and services, and the sub-investment grade market.
  • Manage a portfolio of legal accounts, understand clients’ business drivers and goals, and support ongoing use of the Octus product suite.
  • Develop relationships with subscribers, understand their workflows, educate them on subscription best practices, gather feedback, and provide updates on new functionalities and databases.
  • Leverage existing customer relationships and expand relevant contacts within each client to become a trusted partner.
  • Monitor account performance indicators and plan outreach through email, phone calls, and in-person meetings to maximize usage and adoption.
  • Work with Account Managers on cross-sell and upsell opportunities, including introducing new contacts and managing trials.
  • Represent customer needs when collaborating with sales, editorial, product, and technology teams.
  • Work with the sales team to develop account plans, monitor platform usage, and share client interaction findings, including new firm knowledge and potential expansion opportunities, to support customer growth.
  • Mentor and support global Customer Success team members by providing feedback, sharing learnings, and contributing ideas.
  • Work with Customer Success Directors globally to strengthen the Legal segment.

Desired Qualifications

  • Experience in financial services and/or working with corporate law firms is preferred but not essential.

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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