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Asst Dir-Customer Success Mgmt (Insurance)

Role overview

Qualifications

  • 5+ years customer success, account management, sales, or equivalent experience, preferably with a SaaS or data-driven product company
  • Strong verbal and written communication skills including the ability to present to executive-level audiences as well as users across both business and technical disciplines
  • Proven track record of onboarding, supporting, and driving high client satisfaction, advocacy, and long-term loyalty
  • Demonstrated proficiency in artificial intelligence concepts, with hands-on experience using AI tools to streamline workflows and enhance operational efficiency.

Responsibilities

  • Drive client value realization and expand strategic relationships within the North American Primary Market by delivering tailored solutions.
  • Act as a trusted advisor to clients, helping them achieve their short- and long-term business goals.
  • Leverage quantitative and qualitative data to identify opportunities and drive successful client outcomes.
  • Provide detailed product and workflow walkthroughs and deliver relevant training sessions on core Moody's products for the North America Primary Market.

Key facts

Other skills

  • Communication
  • Presentations
  • Business Acumen
  • Organizational Skills
  • Relationship Building
  • Problem Solving

About the company

Moody's Analytics logo

Moody's Analytics

Data Analytics & Business Intelligence

In an era where risks are multiplying and increasingly interconnected, Moody’s helps organizations make sense of the complexities. By combining data, intelligence, and risk expertise with groundbreaking technologies and a seamless customer experience, we deliver relevant insights on interconnected risk to thousands of organizations worldwide – enabling business and financial leaders to act decisively and thrive amid uncertainty.

Company details

IndustryData Analytics & Business Intelligence
Company size10001

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Job description

 

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
  • 5+ years customer success, account management, sales, or equivalent experience, preferably with a SaaS or data-driven product company
  • Strong verbal and written communication skills including the ability to present to executive-level audiences as well as users across both business and technical disciplines
  • Proven track record of onboarding, supporting, and driving high client satisfaction, advocacy, and long-term loyalty
  • Strong presentation, project management, and organizational skills with the ability to perform effectively under pressure
  • Proven success driving technology adoption, usage, and client engagement
  • Strong business acumen and ability to build strong client relationships
  • Demonstrated proficiency in artificial intelligence concepts, with hands-on experience using AI tools to streamline workflows and enhance operational efficiency. Proven ability to implement AI-powered solutions to solve business challenges. Demonstrates a growing awareness of AI risk management and a commitment to responsible and ethical AI use

Education

  • Bachelor's degree required

Responsibilities

The Assistant Director of Customer Success drives client value realization and expands strategic relationships within the North American Primary Market by delivering tailored solutions and ensuring enterprise clients achieve maximum value from Moody's offerings.
  • Deliver exceptional service around complex client projects and strategic engagements to maximize client value
  • Use in-depth product knowledge to design solutions tailored to each client's unique business needs and objectives
  • Act as a trusted advisor to clients, helping them achieve their short- and long-term business goals
  • Leverage quantitative and qualitative data to identify opportunities and drive successful client outcomes
  • Identify and influence measures to protect client revenues within the segment in close partnership with the sales team
  • Identify expansion opportunities by developing a deep understanding of client business operations and applying Moody's solutions to deliver measurable value
  • Lead advanced change management activities for updated product and model releases, ensuring smooth client transitions
  • Provide detailed product and workflow walkthroughs and deliver relevant training sessions on core Moody's products for the North America Primary Market
  • Deliver event response outreach and actively work to optimize clients' event response processes
  • Represent Moody's at external events, client engagements, and industry conferences
  • 25% travel required

About the Team

The CAPE Property Intelligence Customer Success Management team supports strategic customer engagement and ensures organizations gain maximum value from Moody's Insurance solutions. The team plays a critical role in strengthening long-term partnerships, guiding clients through product adoption, and helping them drive informed decision-making. By joining this team, you will contribute to impactful work supporting insurers and other risk-focused organizations, while leveraging advanced technologies and responsible AI-driven tools to enhance client success.

For US-based roles only: the anticipated hiring base salary range for this position is $98,800.00 - $143,350.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full-time position. In addition to base salary, this role is eligible for incentive compensation. Moody’s also offers a competitive benefits package, including not but limited to medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement.

Moody’s is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody’s also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email accommodations@moodys.com. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications

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. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement.

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.

 

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Marcus Rivera

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