Associate Director- Customer Success Management ( Banking Solutions)

At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are—with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. Moody’s is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we’re advancing AI to move from insight to action—enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence.

If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. 

Skills & Competencies

• Minimum 5 years of experience in the banking or financial services industries, with expertise in lending, regulatory compliance, risk practices, and data insights.
• Proven experience in a client-facing role, such as Customer Success Manager, Consultant, Banking Relationship Manager, Bank Lender, or Sales Specialist.
• Strong understanding of banking regulations and workflows, including credit modeling, portfolio management, stress testing, impairment modeling, and governance (e.g., Basel CRD IV/V, Solvency II, IFRS 9, ECB/EBA guidelines).
• Exceptional communication, relationship-building, and presentation skills, with the ability to engage stakeholders at all levels.
• Demonstrated ability to work collaboratively in cross-functional teams while independently managing priorities and delivering results.
• Self-starter with a problem-solving mindset, capable of tailoring solutions to meet individual customer needs.

Education
Bachelor’s degree required; a graduate or advanced degree is preferred.

Responsibilities

Customer Knowledge

• Build in-depth knowledge of customer workflows and use of Moody’s solutions, including Risk & Finance, Lending, Regulatory, KYC, and Data products.
• Conduct thorough discovery to understand client objectives, priorities, and challenges, anticipating needs and offering actionable insights.
• Create and manage customer journey roadmaps that align with client goals and demonstrate clear ROI benefits.
• Collaborate with Sales to maintain customer health scores, identify engagement risks, and drive account loyalty.
• Act as a trusted advisor by addressing business priorities and providing tailored solutions to meet client needs.

Solution Communication, Feedback & Relationship Management

• Partner with internal teams (Sales, Product, Research) to ensure a seamless customer journey and drive user adoption.
• Effectively communicate the value of Moody’s solutions through demos, solution discussions, and executive engagements.
• Gather and channel customer feedback to Product and Development teams, advocating for customer-centric product improvements.
• Build and maintain strong relationships with clients, ensuring a consistent and positive customer experience.

Marketing Collateral and Events

• Lead the creation of case studies, success stories, and other materials to showcase the impact of Moody’s solutions.
• Organize and deliver client-focused events, such as summits, user groups, and webinars, to foster engagement and strengthen the customer community.
• Advocate for initiatives that enhance customer experiences and promote long-term partnerships.

About the Team
Join Moody’s dynamic Banking Solutions team, dedicated to helping financial institutions tackle their most critical challenges in risk management, regulatory compliance, and lending. Our collaborative, client-focused team works closely with industry leaders to deliver innovative solutions that drive measurable business outcomes and foster strong, enduring relationships. 

Moody’s is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity or any other characteristic protected by law.

Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody’s Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.