Client Solutions Specialist - New York - Octus Inc

    Octus Inc
    Octus Inc New York

    4 days ago

    Description

    Client Solutions Specialist - Sell-Side/Advisory

    We are seeking a highly motivated solutions specialist to join Octus and support the firm's expansion strategy. This hybrid role combines sales and product expertise, ideal for commercially minded professionals with deep financial services experience.

    Main Responsibilities:

    • Trial Management and Solutions-Based Demos:
      • Partner with account managers to execute demos/trials for designated cross-sell opportunities within the sell-side/advisory segment.
      • Conduct persona-based solutions-focused demonstrations to ensure effective product adoption during trials.
      • Develop customized trial plans, success criteria, and compelling use cases tailored to each client's workflow.

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