Customer Success Manager & Product Specialist

Applied Intuition Inc.; Greater London; Hybrid; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading provider of credit intelligence is looking for a Customer Success Manager – Product Specialist in London. This hybrid position involves ensuring customer satisfaction, driving product adoption, and managing accounts proactively. The ideal candidate has over 3 years of experience in a customer-facing role, particularly in tech or financial services. Key responsibilities include coordinating projects, analyzing business objectives, and developing customer relationships. Competitive benefits and career development opportunities are offered.

Benefits

Career development

Collaborative work environment

Inclusive culture

Qualifications

• 3+ years of experience in a customer-facing role, ideally in tech or financial services.
• Self-starter who is diligent, organized, and adaptable.
• Curiosity and passion for learning.

Responsibilities

• Become an Octus data product and expansion subject-matter expert.
• Manage customer post-sale from project planning through expansion onboarding.
• Coordinate technical aspects and ensure seamless handover to the support team.
• Analyze customer objectives and feedback with business owners.
• Develop key relationships to drive product usage and educate customers.
• Monitor key performance indicators to maximize usage and adoption.

Skills

Customer relationship building

Problem-solving

Communication

Adaptability

Job description

Customer Success Manager – Product Specialist

London, England, United Kingdom

Octus

Octus is a leading global provider of credit intelligence, data, and analytics. Since 2013, tens of thousands of professionals across hedge fund, investment banking, management consulting, and law firm verticals have relied on Octus to make better, faster, and more confident decisions in pace with the fast‑moving credit markets. https://octus.com/

Working at Octus

Octus hires growth‑minded innovators and trailblazers worldwide to drive our business and culture. Our core values – Action Oriented, Customer First Mindset, Effective Team Players, Driven to Excel – define an organizational ethos that’s high‑performing and human. Octus employees enjoy competitive health benefits, matched 401k and pension plans, PTO, generous parental leave, gym subsidies, educational reimbursements, recognition programs, and pet‑friendly offices (US only).

Role

Octus provides breaking news and market‑moving intelligence along with cutting‑edge technology and data for hedge funds, investment banks, and law firms. We are changing the way professionals access opaque or complex information, and we’re always looking for bright minds to join our growing Customer Success team. As a Product Specialist, you’ll play a critical role in ensuring customer satisfaction and driving product adoption. You’ll be a self‑starter, comfortable working independently, and a team player who collaborates across departments.

Deep curiosity, strong communication, relationship building, and problem‑solving skills are essential. If you thrive in a fast‑paced environment, manage accounts proactively, and focus on delivering innovative data product solutions, you might be a great fit. This is a hybrid position (3 days in office per week) based in our London office.

Responsibilities

• Become an Octus data product and expansion subject‑matter expert; collaborate with customer teams (security, technology, data, compliance, investment, operations) to address complex client needs.
• Manage the entire customer post‑sale from project planning through expansion onboarding, training, progress monitoring, reporting, and proof of concepts.
• Coordinate technical aspects, develop training programs, communicate with stakeholders at all levels (including C‑suite), provide strategic advice, and ensure a seamless handover to the ongoing support team.
• Analyze and channel customer business objectives and feedback with business owners, product, commercial, and senior stakeholders to influence product roadmap.
• Support the management of a global book of accounts to understand business drivers and goals, ensuring customer stickiness with the Octus product suite.
• Develop key relationships and drive usage for your book of business, educating them on best practices, gathering feedback, and providing updates on new functionalities/databases. Re‑engage customers when feature gaps are closed.
• Work closely with the sales team to monitor client platform usage, share findings, and identify expansion opportunities to ensure customer growth.
• Monitor key performance indicators across accounts and strategize outreach through emails, phone calls, and in‑person meetings to maximize usage and adoption.
• Collaborate with other Product Specialist team members on projects and client‑related issues and take on additional projects to drive commercial and business growth.

Requirements

• 3+ years of experience in a customer‑facing role, ideally in tech or financial services.
• Self‑starter who is diligent, organized, and adaptable.
• Curiosity and passion for learning.

What we offer

• Career development in a fast‑growing technology company with an inclusive culture.
• Opportunity to work alongside enthusiastic customer success managers and product specialists.
• Collaboration with commercial, tech, product, and editorial teams.

Equal Employment Opportunity

Octus provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, pregnancy, veteran status, or any other legally protected status. We strive to create an inclusive and diverse work environment where all individuals are valued, respected, and treated fairly.