Assistant Director - Customer Success Management (Financial Institutions)

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 of experience in Customer Success, Relationship Management, Pre-Sales, or related client-facing roles within Financial Services, Risk, or Regulatory Technology
• Experience supporting Tier 1 and Tier 2 banks or other regulated financial institutions across Oceania and solid understanding of regulatory compliance and third-party risk management use cases
• Proven ability to build and manage strategic client relationships, driving adoption, value realization, retention, and long-term partnership growth while engaging stakeholders from operational teams through to executive leadership
• Excellent verbal, written, presentation, and facilitation skills, with experience leading Executive Business Reviews (EBRs), strategic account planning sessions, value realization discussions, and customer workshops
• Strong analytical and problem-solving skills, with the ability to identify risks, uncover opportunities, and develop practical solutions to support customer and business outcomes
• Highly organized with strong attention to detail and the ability to manage multiple priorities across a portfolio of strategic accounts
• Experience with customer success and CRM platforms such as Gainsight and Salesforce
• Basic understanding of artificial intelligence concepts, with curiosity and enthusiasm for learning how AI tools can be used to improve processes and drive efficiency. Interest in exploring AI systems and a willingness to develop awareness of responsible AI practices, including risk management and ethical use

Education

• Undergraduate/first-level degree (e.g., Bachelor’s degree) required, preferably with coursework in business, economics, finance, marketing or related fields

Responsibilities

• Manage a portfolio of strategic banking and financial institution clients across the Oceania region
• Act as a trusted advisor, driving customer adoption, value realization, retention, and long-term partnership growth
• Lead customer engagements, including onboarding, business reviews, governance meetings, and strategic planning sessions
• Monitor customer health, product usage, and engagement metrics, proactively identifying risks and opportunities
• Build and maintain strong relationships with key stakeholders, including senior business and executive leaders
• Partner with Sales, Product, Implementation, and Support teams to deliver a seamless customer experience and advocate for customer needs
• Support renewal and growth discussions by demonstrating business value and mitigating customer risks
• Maintain deep knowledge of Moody's solutions, industry trends, and regulatory developments relevant to banking clients
• Drive internal continuous improvement initiatives by identifying opportunities to enhance team efficiency, streamline processes, and scale customer success activities
• Ability to travel as required (up to 25%)

About the team
Our Customer Engagement team is responsible for driving purposeful and value-based interactions with our clients to maximize retention, satisfaction, and loyalty. By joining our team, you will be part of exciting work in developing deep customer relationships, bringing the voice of the customer to the centre of our business strategies, and identifying new opportunities for expansion. We strive to be an industry-leading organization with a strong focus on customer centricity and collaboration.

Moody’s is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity or any other characteristic protected by law.

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.