Customer Success Manager - Legal

Octus is a leading global provider of credit intelligence, data, and analytics. The Customer Success Manager will manage a book of existing AmLaw 100 firms, focusing on promoting processes, driving retention rates, and developing stakeholder relationships.

Responsibilities

• Become an Octus expert with an understanding of the legal segment, our products, services, and the financial restructuring industry/process, along with the sub-investment grade market
• Manage a book of legal accounts to understand their business drivers and goals and ensure they are sticky with the Octus product suite
• Develop key relationships and drive usage with a wide range of subscribers through understanding each of their different workflows, educating them on best practices on how to use their subscription, gathering feedback, and providing updates on new functionalities/databases
• Leverage existing customer relationships and expand the network of relevant contacts within each client to become the partner of choice for their needs
• Monitor key performance indicators across accounts and strategize outreach efforts through emails, phone calls, and in-person meetings to maximize usage and adoption
• Act as the voice of the customer when collaborating with various internal teams across sales, editorial, product, and tech to ensure our client’s needs are met
• Work closely with the sales team to develop account strategy, monitor client’s platform usage, and share findings from client interactions, including but not limited to relaying new firm knowledge and potential expansion opportunities to ensure customer growth

Skills

• 1-5 years of working experience in a customer facing role
• Excellent written and verbal communication skills
• A self-starter who is diligent and organized, but adaptable and creative
• Experience in financial services and/or working with law firms a plus

Benefits

• Competitive health benefits
• Matched 401k and pension plans
• PTO
• Generous parental leave
• Gym subsidies
• Educational reimbursements for career development
• Recognition programs
• Pet-friendly offices (US only)

Company Overview