Account Specialist
- Octaura
- New York
- 9mo ago
- Full-time
- On-site
...
It's time to transform markets
Existing workflows within syndicated loan and CLO markets are painful for clients: they are outdated, overcomplicated, and time-consuming. It’s time for a change.
Octaura is reimagining the way these markets trade, with efficiency, transparency and simplicity at the heart of what we do. We bring trading capabilities, data and analytics together for the first time on a digitized platform–fundamentally transforming the markets and streamlining workflows like never before.
At Octaura, everyone belongs
It’s essential that Octaurians are confident in knowing they have the space to use their voice and talents. The world is diverse and we actively want our team to reflect this. We’re a values-driven company and by engaging, solving and evolving together, we create a culture that is collaborative, transparent, impactful and innovative. And fun!
The Role
We are seeking an Account Specialist to support the dealer (sell side) client base on our growing electronic trading and data analytics platform for Loans and CLOs. This is a high-impact, growth-oriented role where you will assist in deepening dealer engagement, improving operational touchpoints, and supporting strategic initiatives in partnership with senior sales and product teams.
This role is ideal for someone early in their career (0–2 years’ experience) who is eager to learn, grow, and make a difference in capital markets technology.
Key Responsibilities
- Client Engagement Support:
Assist senior team members in managing relationships with Tier 1 and Tier 2 dealers, daily virtual communication with clients, respond to new inquiries, and help grow usage of Octaura’s platform and analytics tools. - Sales Enablement & Materials:
Help prepare sales decks, demo materials, Quarterly Business Reviews, and custom reporting for dealer accounts. Run weekly platform stats and ad hoc analysis for client meetings. - Onboarding Support:
Coordinate onboarding processes for new dealers, especially in the CLO and loan markets. Conduct demos for different stakeholder teams and follow up with unresponsive contacts to ensure momentum. - Data, Analytics & Reporting:
Track dealer engagement, maintain quarterly OKRs, and help build internal reporting using tools like HubSpot and Power BI. Log meeting notes and updates into CRM. - Meeting Participation:
Join client meetings and calls, take notes, support follow-ups, and contribute to analysis or action items that emerge from discussions. - Event & Conference Coordination:
Assist with planning and attending dealer events, conferences, and client entertainment opportunities, particularly for Tier 3 and Tier 4 dealers. - Product Collaboration:
Gather and relay client feedback to the product team, help shape enhancements, and stay involved in prioritization and implementation of new features. - Market Knowledge:
Stay current with Octaura platform updates, market developments, and industry news to contribute meaningfully to client discussions.
Qualifications & Requirements
- 0–2 years of experience in sales, account management, operations, or client service (preferably within FinTech, financial markets, or enterprise SaaS)
- Strong organizational and communication skills
- Eagerness to learn and take ownership of tasks
- Ability to multitask in a fast-paced, client-facing environment
- Familiarity with Bloomberg Terminal, Excel, PowerPoint, HubSpot, and/or Power BI is a plus
- Bachelor's degree or equivalent experience in Business, Finance, or related field
The base pay range for this position in New York is $75,000 - $95,000 annually. Pay may vary depending on job-related knowledge, skills, and experience. Equity and year-end bonus may be provided as part of the compensation package, in addition to a full range of medical, financial, and other benefits, dependent on the position offered. Applicants should apply via Octaura's internal or external careers site.
Octaura Work Perks
At Octaura, our people are our most valuable asset, and we are pleased to offer the following benefits to all full-time employees:
- Competitive compensation and equity
- Flexible Paid Time Off
- Competitive Parental Leave
- Daily breakfast, coffee and snacks in the office
- 90% company-paid healthcare
- Onsite gym & discounted membership
We’re committed to equal opportunity employment
Octaura is committed to a diverse and inclusive workplace. We are an equal opportunity employer and do not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.