Octus Logo

Octus

Senior Client Support Specialist

Posted 3 Hours Ago
Be an Early Applicant
Easy Apply
Remote or Hybrid
Hiring Remotely in United States
110K-125K Annually
Senior level
Easy Apply
Remote or Hybrid
Hiring Remotely in United States
110K-125K Annually
Senior level
Provide Tier-1 client support for the Sky Road product suite: support and onboard trade workflows, templates, funds, permissions and application layouts; document workflows and permission models; escalate issues to development; coordinate with project managers for client onboarding and testing.
The summary above was generated by AI

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 come to rely on Octus to make better, faster, and more confident decisions in pace with the fast-moving credit markets.
For more information, visit: https://octus.com/

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

The Senior Client Support Specialist is responsible for support of the Sky Road Product Suite.  They will be responsible for supporting existing client trade workflows, onboarding new client funds, onboarding new client trade workflows, supporting client permission models and roles, configurating and supporting application layouts, and the troubleshooting of daily support issues.   

The Senior Client Support Specialist will work closely with the Sky Road COO to document and develop enhanced support processes for trade workflows, trading templates, and application permission matrices for all Sky Road clients.  They will also be responsible for application layout consistency across the Sky Road modules. 

The client support team is the front line of support to all Sky Road clients.  The Senior Client Support Specialist will communicate with the development team on issues that require escalation.  They will also work with the project management team to assist with the onboarding of new clients and to understand and document new client workflows and permissions.  The Senior Client Support Specialist will also assist with client onboarding related configuration and testing.

The Sky Road technology team consists of front-end developers, server-side developers, and data developers.  The technology teams closely collaborate with each other, the client services team, and senior management to deliver the latest features into the Sky Road products.  This role will ensure the client’s experience is a success. 

Key Responsibilities

Client Support Responsibilities:

  • Support of Sky Road client trade workflows and templates
  • Support of Sky Road client permission and role models 
  • Onboarding new client trade workflows and templates
  • Onboarding new client funds and fund attributes
  • Documentation of client trade workflows, trading templates, and permission models
  • Ownership and support of application layout consistency
  • Communicate and escalate with the development team on support issues
  • Coordinate with project managers on client onboarding
Required Qualifications:
  • Experience working in a support capacity
  • Experience with Trade and Order Management systems or workflows
  • Understanding of core financial data domains including issuers, instruments, industries, ratings, and pricing of financial products
  • Strong Excell skills.  Must possess the ability to join, pivot and summarize data
  • Ability to troubleshoot support issues
  • Attention to detail
  • Experience working in a team environment

Desired Qualifications:

  • Understanding of Portfolio Management, Compliance and Security Master systems
  • Experience with vendor software product support
Key Performance Indicators (KPIs)
  1. Product Support: Develop skills and knowledge to support the Sky Road Product Suite and effectively communicate with clients.
  2. Trade Support: Develop skills required to support existing trade workflows and trading templates and onboard new trade workflows and trading templates. 
  3. Documentation: Document trade workflows, trading templates, and permission role models. 
  4. Application Layout: Ownership of application layout consistency across all Sky Road clients.

At Octus, we consider a range of factors in connection with compensation decisions, including experience, skills, location, and our business needs and limitations. As a result, compensation may vary within and across similar roles and positions. Please note that the salary range information below is a good faith estimate for this position and actual compensation for any individual may fall outside this range if warranted by the circumstances applicable to that individual. If we identify a role that would be suitable for a broader range of skills and experience such that we would consider hiring at multiple levels then the range listed below may reflect that breadth.

The salary range estimate for this position is $110,000-$125,000 plus an annual bonus. 

The actual compensation will be at Octus’ sole discretion and will be determined by the aforementioned and other relevant factors. This position is eligible for an annual year-end performance bonus.

Equal Employment Opportunity

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. We believe that diversity enriches our workplace and enhances our ability to innovate and succeed.

Octus El Segundo, California, USA Office

Octus El Segundo Office Office

880 Apollo St, El Segundo, CA, United States, 90245

Similar Jobs at Octus

5 Days Ago
Easy Apply
Remote or Hybrid
United States
Easy Apply
160K-215K Annually
Senior level
160K-215K Annually
Senior level
Fintech • News + Entertainment • Software • Database • Financial Services
Lead and mentor a DevOps team to design, implement, and maintain CI/CD pipelines, cloud infrastructure, IaC, container orchestration, monitoring, security controls, disaster recovery, and on-call support to ensure scalable, reliable, and secure systems.
Top Skills: AlbAWSCloudwatchDatadogDockerEbsEc2EcsElbGithub ActionsJenkinsKubernetesLinuxRdsRoute53S3SaltstackTerraformVpc
5 Days Ago
Easy Apply
Remote or Hybrid
United States
Easy Apply
135K-150K Annually
Entry level
135K-150K Annually
Entry level
Fintech • News + Entertainment • Software • Database • Financial Services
The Quantitative Developer will assist with client onboarding, support, implement and maintain new functionality for portfolio compliance, and improve team documentation.
Top Skills: Ai ToolsC#JavaNumpyPandasPythonRestful Apis

What you need to know about the Los Angeles Tech Scene

Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.

Key Facts About Los Angeles Tech

  • Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
  • Key Industries: Artificial intelligence, adtech, media, software, game development
  • Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
  • Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account