Overview
In this role you enable customers to adopt Moody’s generative AI and data solutions, guiding implementation with technical leadership and consultative support. You’ll lead onboarding, training, and adoption activities for AI-driven workflows and data integrations, collaborating across Product, Sales, and Customer Success. Expect to diagnose customer needs, configure solutions, and drive stable deployments at scale. This is a chance to shape AI-enabled risk management capabilities for diverse clients.
Responsibilities
- Lead implementation, onboarding and adoption activities for generative AI, agentic workflows, data and Model Context Protocol solutions
- Manage customer engagements from discovery through onboarding, training and feedback collection
- Conduct workflow assessments to identify use cases and AI-enabled improvements
- Support solution configuration, access, entitlements, API integrations and technical setup
- Deliver product demonstrations, workshops and training sessions (remote and on-site)
- Create customer-facing prompts, dashboards, onboarding guides, and training materials
- Provide best-practice guidance for stable deployments and effective adoption
- Collaborate with client teams and internal SMEs to resolve product/data/integration issues
- Gather customer feedback and communicate requirements to Product Management and Strategy
- Maintain project/trial/pipeline reporting in CRM and internal trackers
- Contribute to continuous improvement through documentation and reusable templates
- Work independently across engagements while escalating risks and dependencies
- Travel occasionally to customer locations as needed
Key requirements
- 3+ years of experience delivering software implementations or technology adoption programs in financial services or data analytics
- Strong client-facing delivery experience including requirements gathering, stakeholder management, onboarding and training
- Experience with RESTful APIs, JSON, data integration, and enterprise ecosystems; SOAP familiarity preferred
- Experience with CRM/ERP platforms such as Salesforce, Microsoft Dynamics or SAP
- Ability to analyze business workflows and apply AI, automation and data-driven solutions
- Excellent verbal and written communication; ability to explain technical concepts to both technical and non-technical stakeholders
- Experience supporting end-to-end customer implementations/trials including discovery, onboarding, training, engagement monitoring, issue resolution, feedback collection
- Proven ability to implement AI-powered solutions and drive operational efficiency and AI risk awareness
- Knowledge of AI concepts and responsible AI use
- Strong communication and relationship-building
- Stakeholder management
- Curiosity and collaborative mindset
- RESTful APIs
- JSON
- data integration
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