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Moody's
Charlotte, North Carolina, United States
(on-site)
Posted
23 hours ago
Moody's
Charlotte, North Carolina, United States
(on-site)
Let's begin! Asst Dir-Customer Success Management (13868)
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Let's begin! Asst Dir-Customer Success Management (13868)
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
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
- 5-8+ years of experience in insurance, actuarial consulting, or financial reporting systems, with a strong track record in client-facing roles
- Strong knowledge of IFRS 17 standards, actuarial valuation processes, and financial reporting workflows
- Proven experience managing complex stakeholder relationships across actuarial, finance, and executive levels
- Strong communication, presentation, and stakeholder management skills, with the ability to work effectively across global and multicultural teams
- Excellent analytical and problem-solving mindset, with the ability to translate complex technical requirements into practical solutions
- Experience leading or supporting software implementations, onboarding, and user adoption initiatives
- 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
- Fluency in English required; French is an asset
Education
- Degree in Actuarial Science, Mathematics, Finance, Accounting, or a related field
- Actuarial designation preferred (ASA/FSA or equivalent)
Responsibilities
Serves as a trusted advisor and primary post-sales contact for insurers using Moody's RiskIntegrity for IFRS 17, driving client success, solution adoption, and long-term partnership growth.
- Build and maintain strong relationships with actuarial, finance, and executive stakeholders across a portfolio of insurance clients
- Own the full customer lifecycle from onboarding through renewal, monitoring client health and proactively mitigating risks to retention
- Lead onboarding, implementation planning, and training activities, providing best practices on actuarial workflows and financial reporting processes
- Conduct business reviews to assess value delivery and provide strategic guidance aligned with clients' IFRS 17 objectives
- Advise on complex IFRS 17, actuarial valuation, and financial reporting use cases, translating requirements into effective system configurations
- Identify and support upsell and cross-sell opportunities, and participate in demos, RFPs, and pre-sales activities
- Collaborate cross-functionally with Product, Engineering, and Support teams to represent the customer voice and influence roadmap decisions
- Develop and contribute to reusable enablement assets, playbooks, and internal knowledge resources to scale client success practices
About the Team
The Insurance Solutions - Customer Success team at Moody's is responsible for ensuring clients realize maximum value from the RiskIntegrity for IFRS 17 platform throughout their post-sales journey. By joining our team, you will be part of a globally connected group of professionals dedicated to driving meaningful client outcomes, shaping product direction, and advancing the future of insurance financial reporting. We operate at the intersection of actuarial expertise, technology, and relationship management, embracing an AI-enabled way of working to deliver smarter, faster, and more impactful client experiences.
For Canada-based roles only: The anticipated hiring base salary range for this position is $97,000 to $141,000, 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, vacation, a retirement savings 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, religion, sex, place of origin, disability, marital or familial status, sexual orientation, gender expression, gender identity or any other characteristic protected by law. We encourage applications from Aboriginal persons, members of a visible minority group, persons with a disability, members of the LGBTQ+ community, and women.
Moody's is committed to maintaining an inclusive, diverse and accessible workplace. To this end, reasonable accommodations are available on request, and will take into account the particular accommodation needs of individual candidates. If you are selected and require accommodation during any stage of the recruitment process, you may send your request to [email protected] . Information provided during the accommodation process will be treated as confidential, and will be shared only to the extent required to properly evaluate accommodation requests.
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.
For more information on the Securities Trading Program, please refer to the Securities Trading Policy on Moody's Compliance Expo page
Please note: STP categories are assigned by the hiring teams and are subject to change over the course of an employee's tenure with Moody's.
Moody's uses artificial intelligence and advanced algorithms that compare candidate resumes to the requirements in job postings to match potential candidates to requisitions in the recruitment process. Moody's does this to ease the burden on recruiters and hiring managers by highlighting candidates for consideration.
Requisition #: 13868
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Job ID: 85041061

Moody's
United States
Working at Moody's means that you will be surrounded by some of the most insightful credit and analytical professionals in the capital markets. The employees of Moody's arrive at Moody's with diverse professional backgrounds and a strong desire to perform analytical and research work at the very highest levels. As such we seek highly skilled and motivated professionals to join our credit and analytical businesses, as well as talented individuals to join the staff and operations groups that support our business.
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