Octaura
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Account Specialist
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Octaura It’s essential that Octaurians are confident in knowing they have the space to use their voice and talents. Our values-driven culture is collaborative, transparent, impactful, innovative and fun. Overview
Octaura is reimagining the way syndicated loan and CLO markets trade with a digitized platform that combines trading capabilities, data and analytics. We transform markets by streamlining workflows, improving efficiency, transparency and simplicity. Key Responsibilities
Client Engagement Support: Assist senior team members in managing relationships with Tier 1 and Tier 2 dealers, daily virtual communication, respond to new inquiries and help grow usage of Octaura’s platform and analytics tools. Sales Enablement & Materials: 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 stakeholder teams and follow up with unresponsive contacts. Data, Analytics & Reporting: Track dealer engagement, maintain quarterly OKRs and build internal reporting using 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. 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 Compensation
The base pay range in New York is $75,000–$95,000 annually. 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. Benefits
Competitive compensation and equity Flexible paid time off Competitive parental leave Daily breakfast, coffee and snacks in the office 90 % company‑paid healthcare On‑site gym & discounted membership Equal Opportunity Employer
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. Seniority Level
Entry level Employment Type
Full‑time Job Function
Other
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Account Specialist
role at
Octaura It’s essential that Octaurians are confident in knowing they have the space to use their voice and talents. Our values-driven culture is collaborative, transparent, impactful, innovative and fun. Overview
Octaura is reimagining the way syndicated loan and CLO markets trade with a digitized platform that combines trading capabilities, data and analytics. We transform markets by streamlining workflows, improving efficiency, transparency and simplicity. Key Responsibilities
Client Engagement Support: Assist senior team members in managing relationships with Tier 1 and Tier 2 dealers, daily virtual communication, respond to new inquiries and help grow usage of Octaura’s platform and analytics tools. Sales Enablement & Materials: 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 stakeholder teams and follow up with unresponsive contacts. Data, Analytics & Reporting: Track dealer engagement, maintain quarterly OKRs and build internal reporting using 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. 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 Compensation
The base pay range in New York is $75,000–$95,000 annually. 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. Benefits
Competitive compensation and equity Flexible paid time off Competitive parental leave Daily breakfast, coffee and snacks in the office 90 % company‑paid healthcare On‑site gym & discounted membership Equal Opportunity Employer
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. Seniority Level
Entry level Employment Type
Full‑time Job Function
Other
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