ALM Solutions Specialist

Balance Sheet Risk Management Solutions Specialist

Job Description:

A Moody’s Solutions Specialist interprets and defines customer needs to align their business objectives with Moody's products’ capabilities and value. This responsibility is accomplished by conducting in-depth customer meetings (via video conference or in-person) and providing product collateral to support sales strategies. Solutions Specialists will also routinely collaborate with prospective customers and internal teams to gather sample data to prepare and then ultimately present bespoke proof-of-concept analysis.

Working in conjunction with a frontline sales team, this Solutions Specialist will actively manage the evaluation stage of the sales process for balance sheet risk management solutions and serve as the technical advisor for Moody’s product suite that includes: OnlineALM, Liquidity Stress Testing, Capital Stress Testing, Internal Assumption Analyzer, Investment Portfolio Analyzer, and OnlineBudgeting.

In order to prepare, present, and promote the sale of these Moody’s solutions, this Solutions Specialist position will be responsible for understanding customer needs in balance sheet management disciplines such as: asset liability management, interest rate risk, liquidity stressing, capital stressing, forecasting, and behavioral assumptions analysis (e.g., loan prepayments, deposit decays/betas). The Solutions Specialist will assist with customer facing demonstrations and workshops by clearly articulating underlying methodologies, software logic, and the ultimate customer benefits. Additionally, Solutions Specialists will also be responsible for interfacing with product management, support, implementation, and customer success teams to ensure customer satisfaction.

Key Responsibilities:

• Understand prevailing trends and best practices in balance sheet management disciplines at financial institutions, primarily commercial banks and credit unions. Be able to articulate that to customer with credibility and confidence.
• Meet with customers to demonstrate subject matter expertise in multiple disciplines including asset liability management, interest rate risk, liquidity stressing, capital stressing, forecasting, and behavioral assumptions analysis.
• Articulate in-depth product benefit discussions as they relate to Moody's OnlineALM, Liquidity Stress Testing, Capital Stress Testing, Internal Assumption Analyzer, Investment Portfolio Analyzer, and OnlineBudgeting products.
• Participate in customer facing meetings and demonstrations of the above products to align strategies and determine business and methodological requirements necessary to win new business.
• Provide ongoing ad-hoc support for existing customers to help ensure their needs are met to help ensure renewal.
• Work closely with the frontline sales team to provide detailed product collateral and information for business proposals.
• Document customer feedback regarding product experience and desired enhancements.

Qualifications:

• ALM background.
• Customer facing experience and comfort leading sales calls.
• Sales mentality, a commercial mindset; a drive to win new customers.
• Bachelor’s Degree in Finance, Banking, Accounting, Business Administration, or similar field.
• Minimum of 3-5 years of experience in a balance sheet management discipline role.
• Strategic and analytical mindset; ability to recognize market opportunities.
• Ability to work independently under minimal supervision.
• Excellent written and verbal communication skills.
• Ability to work in a high-pressure deadline-oriented environment.
• Ability to comprehend and apply abstract concepts.
• Ability to work productively and collaboratively in a team environment.
• Friendly demeanor and comfort with meeting many new customers. Public speaking experience is a plus.
• Experience with complex sales cycles is a plus.
• Ability to travel up to 30%.