Relationship Manager - Moody's Local

Moody's Investors Service; São Paulo; Híbrido; BRL 60.000 - 100.000; Tempo integral

Resumo da oferta

Uma empresa inovadora busca um profissional experiente em desenvolvimento de negócios para se juntar à sua equipe de vendas em São Paulo. Este papel crucial envolve o suporte à equipe comercial, gerenciamento de relacionamentos com clientes e a criação de materiais de apresentação de alta qualidade. Se você tem um histórico comprovado em análise financeira e uma forte compreensão do mercado de dívida brasileiro, esta é uma oportunidade empolgante para contribuir para o crescimento e a expansão de um dos principais players do setor financeiro. Junte-se a uma equipe dedicada que valoriza a diversidade e a inclusão, onde suas ideias e habilidades serão valorizadas.

Qualificações

• 5+ anos de experiência em serviços financeiros, preferencialmente em desenvolvimento de negócios.
• Habilidades avançadas em Microsoft Office e capacidade de criar materiais de marketing.

Responsabilidades

• Apoiar a equipe comercial local, mantendo e expandindo portfólios de clientes.
• Preparar materiais para reuniões com clientes e gerenciar propostas e contratos.

Conhecimentos

Desenvolvimento de Negócios

Gestão de Relacionamento com Clientes

Análise Financeira

Comunicação em Inglês

Apresentações em PowerPoint

Microsoft Office (Excel, PowerPoint, Word)

Organização e Autonomia

Habilidades Analíticas

Compreensão do Mercado de Dívida Brasileiro

Formação académica

Bacharelado em Finanças

Bacharelado em Contabilidade

Bacharelado em Economia

Ferramentas

CRM

Power BI

Descrição da oferta de emprego

Location(s):

• Avenida Presidente Juscelino, Kubitschek 1455, 04543-011 Vila Nova Conceicao, Floor 8, suite 82, Sao Paulo, 04544-140, BR

Line Of Business: Regional Organization(REG ORG)

Job Category:

• Sales & Marketing

Experience Level: Experienced Hire

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.

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

• Minimum 5 years of experience in the financial services industry, preferably in business development, sales, or client relationship management.
• Proven knowledge of capital markets, including financial instruments such as debenture, debênture financeira, Fundo de Investimento em Direitos Creditórios, Certificado de Recebíveis do Agronegócio, Certificado de Recebíveis Imobiliário letras financeiras.
• Experience in financial analysis, including the ability to interpret financial statements, balance sheet, assess credit risk, and evaluate entities' financial strategies with proven track record of thriving retention and revenue growth in similar role.
• Familiarity with Moody’s Local services, contracts, and general business conduct (preferred).
• Strong written and verbal communication skills in English as a must and Spanish preferred with excellent interpersonal skills with the ability to build rapport and influence stakeholders at all levels.
• Ability to create high-quality presentations and client materials using PowerPoint.
• Advanced skills in Microsoft Office (Excel, PowerPoint, Word) and experience producing professional marketing materials.
• Ability to meet tight deadlines in a fast-paced environment.
• Experience working effectively in a geographically diverse and multicultural team.
• Highly organized, self-motivated, and able to work independently while managing multiple projects.
• Availability to travel nationally and internationally.
• Strong analytical skills with the ability to leverage data to inform decision making and strategy development.
• Commercial acumen with a strong understanding of the Brazilian debt capital market dynamics.

Education

• Bachelor’s degree (or equivalent) in Finance, Accounting, Business, Economics, or a related field.

Responsibilities

• Provide essential sales support as part of the local commercial team, working closely with the Commercial relationship manager and AVP Relationship Manager to maintain and grow portfolios of new and existing customers.
• Support in defining and updating account strategic plans for outreach, issuance coverage, revenue, and business lines, working autonomously with minimal supervision.
• Prepare client and prospect meeting materials and handle post-meeting follow-ups.
• Maintain CRM accuracy, create sales opportunities, draft contracts and proposals, and manage Pricing Exceptions.
• Lead Request for Proposals (RFPs) by coordinating inputs from internal teams (Legal, Finance, Compliance, accounting), drafting responses, and managing deadlines and submissions.
• Produce relevant Issuer Value Statements, charts, and business data insights.
• Monitor market trends, support lead generation, and identify cross-selling opportunities.
• Organize event/conference planning, pre-meeting preparations, and contribute to marketing campaigns and regulatory tasks.
• Collaborate with Legal, Compliance, Accounting, and other internal teams to resolve issues.
• Manage reports and queries in CRM, ensuring data accuracy and completeness in Power BI dashboards.
• Respond to Commercial Manager inquiries and oversee the Withdrawal process for documentation.
• Provide feedback to the Product Management team on innovative ideas for product development.

About the team

The Sales Team drives business expansion and develops new client relationships within Brazil. Their primary focus is to support sales efforts, increase mandates and revenue, and enhance market presence in domestic financial sectors.

#LI-Hybrid

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.