Customer Fulfilment Specialist
LoansIntel
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, pet-friendly offices (US only), and much more.
Role
We are a growing team with ambitious and energetic individuals, who work on various different workflows across multiple time zones. The team has a very pro-active, can-do approach to work, and we expect any new joiner to have the same energy.
The Customer Operations team regularly works in collaboration with other teams such as Tech, Product Operations, Customer Success, Commercial Operations, Account Management and Editorial. You will get a lot of exposure and insight into how the company functions on a day-to-day basis.
Key Responsibilities:
- Provisioning & Access Management (i.e. Configure user roles based on the specific contract terms).
- Respond to all requests, inquiries, complaints related to user permissioning in an accurate and timely manner.
- The expectations from the incumbent will include managing tight deadlines, fast turnaround on requests and high stakeholder engagement.
- Provide technical support to customers with regards to their product access.
- Perform and respond to regular audits based on internal reporting for data maintenance.
- Maintain accurate and up-to-date customer information in our database.
- Perform other related duties as assigned.
Requirements:
- Bachelor's degree in Business, Finance, Marketing, or a related field.
- At least 2 years of experience in customer fulfilment, customer support, order processing or a related field.
- Excellent verbal and written communication skills in English.
- Strong problem-solving skills and ability to multitask in a fast-paced environment.
- Experience in using customer relationship management (CRM) software such as Salesforce.
- Experience working with Microsoft Excel.
- Experience working in a fast-paced client-facing role would be beneficial.
- Willingness to work US hours.
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.