Senior Customer Success Leader - Banking Solutions

PassFort; Hong Kong; On-site; HKD 1,000,000 - 1,400,000; Full time

Job summary

Moody’s in Hong Kong is seeking an Associate Director for Customer Success Management focused on Banking Solutions. Lead strategic engagement with financial institutions, guiding risk, finance and KYC workflows with our data analytics platform.

You will drive adoption, manage executive relationships, coordinate cross‑functional teams, and contribute to product feedback while leveraging AI capabilities to enhance client outcomes.

Qualifications

• Minimum of 5 years of experience working in banking or financial services industries.
• Prior client-facing experience required, including Customer Success or similar roles.
• Understanding of banking regulation, origination and risk practices is highly desirable.
• Ability to build relationships at all levels with clients and internal teams.
• Excellent written and verbal communication skills, with presentation ability.
• Self-starter, able to operate relatively independently and collaboratively.
• Additional language skills desirable (Cantonese / Mandarin).
• Familiarity with AI concepts and applying AI tools to workflows.

Responsibilities

• Lead Customer Success Management for Moody’s Banking Solutions in HK.
• Gather client information and communicate needs to product, sales, and support teams.
• Proactively conduct discovery and align objectives with client priorities.
• Develop engagement plans to deepen product use and data adoption.
• Partner with Sales to manage engagement risk and forecast churn.
• Coordinate cross‑functional delivery of content, case studies and success stories.
• Lead executive outreach and customer forums to share insights.

Skills

Banking experience

Client facing

Relationship mgmt

AI awareness

Regulatory knowledge

Strong communication

Team collaboration

Education

Undergraduate degree

Graduate degree preferred

Tools

CRM software

Risk analytics tools

KYC tools

Job description

Moody’s in Hong Kong is seeking an Associate Director for Customer Success Management focused on Banking Solutions. Lead strategic engagement with financial institutions, guiding risk, finance and KYC workflows with our data analytics platform.

You will drive adoption, manage executive relationships, coordinate cross‑functional teams, and contribute to product feedback while leveraging AI capabilities to enhance client outcomes.