Asst Dir-Financial Engineer

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

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.

Skills and Competencies

• 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

Education

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

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

About the Team

Our Asset Management Customer Success Operations team is responsible for enabling scalable customer engagement, operational excellence, and technology adoption that helps deliver value throughout the customer lifecycle

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.