Implementation & Workflow Specialist

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 come to rely on Octus to make better, faster, and more confident decisions in pace with the fast-moving credit markets.
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Working at Octus

Octus hires growth-minded innovators and trailblazers across the globe to drive our business and culture. Our core values – Action Oriented, Customer First Mindset, Effective Team Players, and Driven to Excel – define an organizational ethos that’s as high-performing as it is human. Among other perks, Octus employees enjoy competitive health benefits, matched 401k and pension plans, PTO, generous parental leave, gym subsidies, educational reimbursements for career development, recognition programs, and much more.

Role

As an Implementation & Workflow Specialist, you sit at the critical intersection of pre-sales validation and technical delivery for our Data and Workflow solutions. You will own the end-to-end technical implementation of complex, customizable UI environments, ensuring seamless onboarding from kickoff through go-live. You'll manage relationships from practitioner to C-suite, turning deep product expertise into measurable business impact for both clients and Octus.

In addition to core implementations, this role will project manage large-scale, intricate client projects and partner directly with commercial teams to deliver compelling Proof of Concepts (POCs) for prospective clients.

This is a hybrid position (3 days in office/week), based in our New York office.

WHAT YOU’LL DO

Complex Implementations & Project Management

• Execute the end-to-end delivery of highly customizable and complex client implementations for Octus’s Private Platform data products.
• Project manage large-scale, mission-critical client engagements, coordinating cross-functional technical and commercial streams to ensure successful delivery and adoption of complex platform solutions.
• Drive project planning, kickoff, technical implementation, progress reporting, and a seamless handover to the ongoing Product Specialist team upon go-live.
• Monitor and deliver against implementation KPIs across your pipeline, ensuring optimal time-to-value, on-time go-lives, and high-quality handovers.

Pre-Sales Support & Proof of Concepts (POCs)

• Partner closely with New Business Representatives, Account Managers, and Sales Engineers to scope, configure, and launch trial environments.
• Design and execute Proof of Concept (POC) engagements that showcase deep product expertise and translate technical capabilities into measurable business impact for prospective clients.
• Serve as the primary workflow subject matter expert during the pre-sales cycle, guiding prospective C-suite and senior technical stakeholders through complex product capabilities.

Cross-Functional Collaboration & Strategy

• Partner with Technology, Data, Compliance, and Product teams to resolve complex client requirements, customize technical solutions, and remove delivery blockers.
• Document and scale implementation playbooks, standardizing best practices for bespoke onboarding, environment consolidations, and trial setups.
• Systematically capture client feedback during the trial and implementation phases, translating it into actionable product roadmap input for Product and Commercial leadership.

WHAT YOU BRING

• 2+ years in a client-facing role dedicated to technical implementation, complex project management, or sales engineering - ideally within financial technology or financial services.
• Demonstrated experience managing complex, multi-stakeholder client projects, specifically involving large-scale system…