Associate Director – Customer Success Management

Overview

In this role, you drive adoption and value realization of Moody’s Banking Solutions for financial institutions. You will engage clients, shape implementation plans, and partner with sales and product teams to ensure a seamless experience. You’ll apply AI concepts to streamline workflows while upholding responsible AI usage and risk management. You influence product direction through customer feedback and help clients achieve measurable outcomes.

Responsibilities

• Drive customer adoption, engagement and long-term value realization across Moody’s Banking Solutions portfolio
• Develop a deep understanding of customer objectives and usage of Risk, Finance, Lending, KYC and Data solutions
• Build and execute customer engagement plans to increase adoption and expand solution usage
• Partner with Sales to manage account health, engagement risk and client retention
• Serve as a trusted advisor by providing industry insights and aligning solutions to business needs
• Communicate solution value through demonstrations and strategic discussions
• Capture customer feedback to influence future solution development
• Support executive outreach, customer forums, roundtables and webinars
• Coordinate development of customer references and success stories

Key requirements

• Strong understanding of banking and financial services workflows
• Experience building and managing relationships with stakeholders at all levels
• Ability to translate business requirements and communicate solution value
• Strong consulting, discovery and problem-solving skills
• Excellent presentation, facilitation and communication skills
• Ability to collaborate across sales, product, research, client support and advisory teams
• Strong organizational skills to manage multiple engagements
• Proficiency in AI concepts and hands-on experience using AI tools to streamline workflows

• Consulting mindset
• Effective communication
• Cross-functional collaboration
• Artificial intelligence concepts
• AI tools for workflow automation
• Risk management data solutions

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