Assistant Director, Financial Engineering & AI-Driven Ops

Moody's Investors Service; Hinoba-an; On-site; PHP 900,000 - 1,500,000; Full time

Job summary

Moody's Investors Service in the Philippines seeks a Customer Success Operations professional to drive operational excellence through analytics, automation, and AI adoption across the CS organization.

You will partner with Product, Sales, Operations and Technology to enhance systems, data quality, and reporting; lead automation and AI-enabled workflows; develop dashboards and training resources for business users.

Qualifications

• 3-7 years of experience in Customer Success Operations, Business Operations, Revenue Operations, Analytics, Consulting, or related functions.
• Strong analytical, problem-solving, and process improvement capabilities with the ability to translate business needs into practical solutions.
• Experience working with customer relationship management or customer success platforms and supporting business system enhancements.
• Proven ability to leverage data, reporting, and insights to drive operational improvements and business decision-making.
• Strong communication and stakeholder management skills with the ability to collaborate across business and technology teams.
• Desired: Experience with Generative AI, workflow automation, dashboard development, or operational transformation initiatives.

Responsibilities

• Drive operational excellence through process improvement, analytics, automation, business systems enablement, and responsible AI adoption across the Customer Success organization.
• Support continuous improvement of Customer Success processes, workflows, and operating procedures.
• Identify opportunities to streamline manual activities and implement scalable operational solutions.
• Gather business requirements and partner with technology teams to enhance business systems, data quality, and user experience.
• Support testing, implementation, adoption, and ongoing optimization of customer success technologies and reporting solutions.
• Develop reports, dashboards, and analyses that provide insights into customer engagement, operational performance, and business outcomes.
• Consolidate and analyze data from multiple sources to identify trends, risks, and improvement opportunities.
• Research, evaluate, and implement practical automation and Generative AI solutions that improve productivity and reduce administrative effort.
• Develop AI-enabled workflows, templates, training resources, and adoption materials to support business users.
• Support cross-functional collaboration between Customer Success, Product, Sales, Operations, and Technology teams.
• Gather and synthesize customer feedback to inform process, operational, and product improvements.
• Create user guides, knowledge resources, and onboarding materials to support process and system adoption.
• Contribute to operational excellence initiatives and serve as a trusted partner to stakeholders across the organization.

Skills

Customer Success Operations

Analytical skills

CRM / CS platforms

Data-driven insights

Stakeholder management

Generative AI experience

Education

Bachelor's degree in Business, Finance, Technology, Analytics, or related field

Job description

Moody's Investors Service in the Philippines seeks a Customer Success Operations professional to drive operational excellence through analytics, automation, and AI adoption across the CS organization.

You will partner with Product, Sales, Operations and Technology to enhance systems, data quality, and reporting; lead automation and AI-enabled workflows; develop dashboards and training resources for business users.