Asst Dir-Financial Engineer

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 and Competencies

• 3-7 years of experience in Customer Success Operations, Business Operations, Revenue Operations, Analytics, Consulting, or related functions
• Strong analytical, problem-solving, and process improvement capabilities with the ability to translate business needs into practical solutions
• Experience working with customer relationship management or customer success platforms and supporting business system enhancements
• Proven ability to leverage data, reporting, and insights to drive operational improvements and business decision-making
• Strong communication and stakeholder management skills with the ability to collaborate across business and technology teams
• Desired: Experience with Generative AI, workflow automation, dashboard development, or operational transformation initiatives

Education

• Bachelor's degree in Business, Finance, Technology, Analytics, or a related field

Responsibilities

• Drive operational excellence through process improvement, analytics, automation, business systems enablement, and responsible AI adoption across the Customer Success organization
• Support continuous improvement of Customer Success processes, workflows, and operating procedures
• Identify opportunities to streamline manual activities and implement scalable operational solutions
• Gather business requirements and partner with technology teams to enhance business systems, data quality, and user experience
• Support testing, implementation, adoption, and ongoing optimization of customer success technologies and reporting solutions
• Develop reports, dashboards, and analyses that provide insights into customer engagement, operational performance, and business outcomes
• Consolidate and analyze data from multiple sources to identify trends, risks, and improvement opportunities
• Research, evaluate, and implement practical automation and Generative AI solutions that improve productivity and reduce administrative effort
• Develop AI-enabled workflows, templates, training resources, and adoption materials to support business users
• Support cross-functional collaboration between Customer Success, Product, Sales, Operations, and Technology teams
• Gather and synthesize customer feedback to inform process, operational, and product improvements
• Create user guides, knowledge resources, and onboarding materials to support process and system adoption
• Contribute to operational excellence initiatives and serve as a trusted partner to stakeholders across the organization 

About the Team

Our Asset Management Customer Success Operations team is responsible for enabling scalable customer engagement, operational excellence, and technology adoption that helps deliver value throughout the customer lifecycle

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.