Customer Success Specialist - Investment Banking & Advisory
Octus · New York, New York, United States
Posted 21 days ago · $70,000-$75,000
or apply directly on Octus's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 21 days Octus's roles stay open a median of 45 days
- Reposted
- No
- Salary listed
- Yes 58% of Octus's roles list one
- Ghost-job risk at Octus
- high 16 stale, 0 reposted of 31 open
- Hiring momentum
- 47 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from Octus's own greenhouse board since 2026-08-03. Full hiring picture for Octus.
About this role
The Customer Success Specialist at Octus will manage a small book of clients in the investment banking and advisory sectors, focusing on increasing user adoption and retention rates. Responsibilities include onboarding clients, monitoring account health, collaborating with senior team members on high-priority accounts, and executing customer success projects. The role requires strong communication and relationship-building skills, along with a proactive approach to client engagement.
- benefits
- 4/5
- freshness
- 4/5
- career value
- 3/5
- role clarity
- 4/5
- pay transparency
- 5/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Octus as an employer.
What you need
- Undergraduate degree, preferably in business, finance, or a related field
- 0-1 years of working experience in a customer-facing role, ideally in financial services or with subscription-based services
- Excellent written and verbal communication skills
- A self-starter who is diligent and organized but adaptable
Nice to have
- Demonstrated interest in financial services and learning the credit markets
What you get
- Competitive health benefits
- Matched 401k and pension plans
- PTO
- Generous parental leave
- Gym subsidies
- Educational reimbursements for career development
Worth weighing
- Hybrid role requiring 3 days in office per week
- Salary range is a good faith estimate and may vary based on individual circumstances
- Open to recent graduates with no prior experience
Summarised from Octus's posting. Read the full original.
Listed by Octus on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
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