Octus

Client Solutions Specialist - Legal

New York, New York, United States

Sponsorship not specified$170k-$200kDetected 14 days ago

Product ManagementSalesExcelLeadershipCommunicationOrganizational Skills

About the role

Octus Octus is a leading global provider of credit intelligence, data, and analytics.
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.
This unique hybrid role sits at the intersection of Sales and Product.

Partner with Account Managers to execute demos/trials for designated cross-sell opportunities within the Legal segment. This will include our newest and most strategic solutions.
Develop customized trial plans, success criteria, and compelling use cases tailored to each client's specific workflow.
Document and standardize successful trial methodologies to create scalable "playbooks" and sales enablement materials for the wider sales organization.
Maintain a deep understanding of the competitive landscape, industry trends, and the specific client workflows within the segment allocated.
Collaborate with Product/Marketing to refine messaging, positioning, and sales collateral based on real-world client interactions and successful trial conversions.
Partner with Account Managers to execute demos/trials for designated cross-sell opportunities within the Legal segment.
Understanding of the sales process, including trial design, qualification, and closing.

Deep credit and market expertise and/or legal expertise required, gained through experience at financial and legal institutions, investment banks, or buy side firms.
Minimum 5 years.
Minimum 8 years of experience in a client-facing role within the financial technology, legal technology, or professional services industry (e.g., Solutions Consulting, Product Specialist …etc.)
Proven ability to understand complex financial workflows and articulate how data, news, and analytical tools can solve specific business problems for Law Firms.
Experience with a new product introduction or significant feature launch.
Exceptional presentation, demonstration, and communication skills, with the ability to tailor persona-based solutions against client challenges and needs.
Bachelor's degree in Finance, Economics, Business, Law, or a related field.
We believe that diversity enriches our workplace and enhances our ability to innovate and succeed.

At Octus, we consider a range of factors in connection with compensation decisions, including experience, skills, location, and our business needs and limitations.

Octus is committed to providing 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.

This listing is sourced directly from Octus's careers page and normalized into a canonical job model.