Collaboration = Innovation
One leads to the other.
At Moody's, we believe good teamwork gives us an edge.
We foster a culture that thrives on diverse perspectives to overcome ever-changing market challenges.
Join us and let's move the world forward together.
Department
**Relationship Management**
We strive to be a world-class sales organization with our customers' needs at the centre of everything we do.
Our client base ranges from banks and financial institutions to insurance and asset management companies, as well as government institutions and professional services firms.
As the bridge between our product teams and customers, we build mutually rewarding relationships that allow us to deliver the best solution for each customer challenge.
An organization of motivated, curious, and teamwork-oriented people, we let our passion drive our business forward
Role/Responsibilities
This role is in charge of understanding an assigned book of business, sales strategies, and working with clients to convey the company's value proposition, maintaining a high level of product knowledge and ensuring proactive customer service.
**The Role / Responsibilities**:
- Maintain expert level of products including key research, product features and benefits and other elements of services.
- Influence future lifetime value through higher product adoption, customer happiness and overall client health while delivering on activity targets and retention goals
- Assist with client demonstrations and provide training, and on-site visits to improve workflow adoption and customer happiness.
Drive engagement of content through channels that align with customers' workflows.
- Contact clients to promote and secure their attendance at analyst meetings, roundtables, briefings, teleconferences, and other events.
- Promote awareness regarding publications and new research to the client base.
- Gain and maintain familiarity with client organizations and processes to build and complete Account Plans.
- Be proactive by working closely across teams to ensure client issues and needs are communicated and resolved.
- Work together with account coverage team and play a critical role in the contract renewal process and client retention strategy by growing relationships which cover a defined territory and base of business.
- Provide forecast and pipeline information to management.
- Uncover new opportunities and mitigate risks by coordinating with appropriate internal teams.
- Moderate travel will be required (approximately 20 - 40%), COVID permitting
**Qualifications**:
- 2-3 years experience in a sales support, client services or sales support, account management, relationship management or other related client-facing position preferably within the financial services sector
- Experience running in-person and/or virtual client meetings.
- History of demonstrating customer-centricity with an ability to convey significant messages to clients, develop rapport and be able to handle clients' expectations.
- Excellent time management/interpersonal connections.
Able to implement short target dates and work with many different teams.
- Must provide evidence of achieving/exceeding targets and goals.
Must be fully vaccinated for COVID-19 (i.e., at least 2 weeks after last dose) and, if hired, present proof of vaccination on start date, as determined by Moody's.
For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance.
This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act.
Click here to view our full EEO policy statement.
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