Implementation & Workflow Specialist
Octus
- New York, United States
- Mid Level
- 2+ years
- Posted
Skills
Required
- technical implementation / complex project management / sales engineering
- credit markets / data products / financial workflows
- Self-directed
Preferred
- technical integrations / environment consolidations
- Project management
- remove delivery blockers
Join Octus as an Implementation & Workflow Specialist, where you'll be at the forefront of technical delivery for our Data and Workflow solutions. You'll manage the end-to-end implementation process, build relationships with clients, and drive project planning and execution. This role offers a unique opportunity to impact our commercial success and shape the client experience.
Ownership of the end-to-end technical implementation of complex, customizable UI environments, ensuring seamless onboarding from kickoff through go-live.
Responsibilities
- Project management of large-scale, intricate client projects and partnership with commercial teams to deliver compelling Proof of Concepts (POCs) for prospective clients.
- Collaboration with cross-functional teams to resolve complex client requirements, customize technical solutions, and remove delivery blockers.
Requirements
- Intellectually curious with genuine interest in credit markets, data products, or financial workflows
- Exceptional project management skills and comfort operating in ambiguity within a fast-paced commercial environment
- A strong track record of delivering technical implementations and custom proof-of-concepts against tight timelines and technical scope
- Excellent written and verbal communication skills, with the ability to translate technical or product complexity into clear client value for practitioners up to C-suite sponsors
- Self-directed and highly organized, with the ability to collaborate effectively across internal technical and commercial teams
- 2+ years in a client-facing role dedicated to technical implementation, complex project management, or sales engineering - ideally within financial technology or financial services
Preferred
- Demonstrated experience managing complex, multi-stakeholder client projects, specifically involving large-scale system setups, technical integrations, or environment consolidations
Pay
USD 67,500 - 95,000
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