Job description
It’s time to transform markets
Existing workflows within syndicated loan and CLO markets are painful for clients: they are outdated, overcomplicated, and time-consuming. It’s time for a change.
Octaura is reimagining the way these markets trade, with efficiency, transparency and simplicity at the heart of what we do. We bring trading capabilities, data and analytics together for the first time on a digitized platform–fundamentally transforming the markets and streamlining workflows like never before.
At Octaura, everyone belongs
It’s essential that Octaurians are confident in knowing they have the space to use their voice and talents. The world is diverse and we actively want our team to reflect this. We’re a values-driven company and by engaging, solving and evolving together, we create a culture that is collaborative, transparent, impactful and innovative. And fun!
The role in a nutshell
We are building a world class account management team to manage our client relationships, and act as advocates for the needs of our clients. This team will provide business leadership and management of Octaura accounts, working closely with internal teams (including client support and product management) to ensure client needs are understood, satisfied and exceeded. Octaura Account Managers will build and maintain long-lasting relationships, proactively develop and manage growth opportunities, the client experience, monitor deployment projects and engage resources. Account Managers will define client relationship strategy within Octaura’s accounts, engaging with cross-functional teams internally, including senior management for executive sponsorships, coordinating executive business reviews, and maintaining client satisfaction.
Prior experience in account management covering the buyside at a FinTech is required.
This is an exciting time for Octaura as we are rapidly growing and are looking for energetic, collaborative and driven thinkers to join us! Please note this role is based out of our NYC office and our current structure is 4 days in the office, 1 day from home.
Core responsibilities
- Partner with clients to build strategic relationships, articulate a clear vision and generate business value
- Promote the value of Octaura’s platform, ensuring positive customer experiences during onboarding and throughout the customer journey
- Organize and lead customer training sessions as part of onboarding and ongoing product adoption
- Proactively determine solutions to potential issues to reduce churn and increase upsell opportunities
- Work with appropriate resources, including Senior Management, Product, Marketing, Technology and Client Support teams to support customer interests, sharing responsibility for downstream sales and technical resources
- Regularly monitor platform usage and proactively engage clients to increase adoption.
- Build and maintain healthy client relationships and key stakeholders
- Utilize Octaura’s CRM, HubSpot, to keep track of key account data, opportunities, logging calls and relevant notes
- Promote client satisfaction and loyalty by demonstrating an understanding of their business needs and helping them perform their work more effectively and efficiently through automation
- Provide Octaura’s clients with information and assistance regarding product updates and new features
Desired experience
- 4+ years in account management covering the buyside for a FinTech
- Buyside account management or product sales experience strongly preferred
- Experience working with brand image and promoting value through customer experience
- Experience in large complex negotiations with a successful track record in a trusted advisor/consultative approach
- Ability to establish credibility quickly with senior leaders across the organizations
- Exceptional ability to communicate and foster positive business relationships
- Strong organizational and analytical skills
- Deep understanding of customers’ concerns and thoughts regarding the use of products, and the ability to troubleshoot as needed
- Experience with HubSpot preferred but not required
- Required: Individual must have FINRA licenses SIE, 7 and 63, active and in good standing with no disqualifications present. Form U-4 will be required to be reviewed before any offer is considered.
The base pay range for this position in New York is $125,000 - $150,000 annually. Pay may vary depending on job-related knowledge, skills, and experience. Equity and year-end bonus may be provided as part of the compensation package, in addition to a full range of medical, financial, and other benefits, dependent on the position offered. Applicants should apply via Octaura’s internal or external careers site.
Octaura Work Perks
At Octaura, our people are our most valuable asset, and we are pleased to offer the following benefits to all full-time employees:
- Competitive compensation and equity
- Unlimited Paid Time Off
- Competitive Parental Leave
- Daily breakfast, coffee and snacks in the office
- 90% company-paid healthcare
- Onsite gym & discounted membership
We’re committed to equal opportunity employment
Octaura is committed to a diverse and inclusive workplace. We are an equal opportunity employer and do not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
