Asst Dir-Customer Success Manager (Insurance Solutions)

Moody's Investors Service; New York (NY); On-site; USD 99,000 - 143,000; Full time

Benefits offered by this job

Incentive compensation

Medical, dental, vision

401(k) plan

Parental leave

Paid time off

Tuition reimbursement

Job summary

Moody's seeks a seasoned Customer Success professional to drive client value realization and expand strategic relationships within its Insurance Customer Engagement team. You will apply Moody's data, analytics, and risk intelligence to tailor solutions and act as a trusted advisor to help clients achieve their short- and long-term goals.

The role requires 3–5+ years in customer success or related fields, a Bachelor’s degree, and up to 25% travel.

Qualifications

• 3–5+ years in customer success, account management, sales, or equivalent

Responsibilities

• Drive client value realization and expand strategic relationships within Insurance Customer Engagement.
• Apply Moody's data, analytics, and risk intelligence to design tailored solutions.
• Act as trusted advisor to help clients meet short- and long-term goals.
• Use data to identify opportunities and drive outcomes.
• Collaborate with sales to protect revenues and identify expansion opportunities.
• Represent Moody's at external events and client engagements.
• Travel up to 25%.

Skills

Customer success

Account management

SaaS

Insurance domain

Executive communication

Client relationships

AI awareness

Education

Bachelor's degree

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

• 3-5+ years customer success, account management, sales, or equivalent experience, preferably with a SaaS or data-driven product company
• Strong understanding of insurance industry processes, including underwriting, risk assessment, portfolio management, catastrophe risk, claims, regulatory compliance, or actuarial functions.
• Familiarity with property intelligence, geospatial analytics, and insurance risk solutions, including CAPE Analytics, catastrophe modeling platforms, or similar insurance data and analytics products preferred.
• Strong verbal and written communication skills including the ability to present to executive-level audiences as well as users across both business and technical disciplines
• Proven track record of onboarding, supporting, and driving high client satisfaction, advocacy, and long-term loyalty
• Strong presentation, project management, and organizational skills with the ability to perform effectively under pressure
• Proven success driving technology adoption, usage, and client engagement
• Strong business acumen and ability to build strong client relationships
• 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

• Bachelor's degree required

Responsibilities

Drives client value realization and expands strategic relationships within the Insurance Customer Engagement team by delivering tailored solutions and ensuring clients achieve maximum value from Moody's offerings.

• Deliver exceptional service around complex client projects and strategic engagements to maximize client value
• Apply deep knowledge of Moody's products, data, analytics, and risk intelligence capabilities to design solutions tailored to each client's business needs and objectives
• Act as a trusted advisor to clients, helping them achieve their short- and long-term business goals
• Leverage quantitative and qualitative data to identify opportunities and drive successful client outcomes
• Identify and influence measures to protect client revenues within the segment in close partnership with the sales team
• Identify expansion opportunities by developing a deep understanding of client business operations and applying Moody's solutions to deliver measurable value
• Represent Moody's at external events, client engagements, and industry conferences
• 25% travel required

About the Team

The Customer Success Management team supports strategic customer engagement and ensures organizations gain maximum value from Moody's Insurance solutions. The team plays a critical role in strengthening long-term partnerships, guiding clients through product adoption, and helping them drive informed decision-making. By joining this team, you will contribute to impactful work supporting insurers and other risk-focused organizations, while leveraging advanced technologies and responsible AI-driven tools to enhance client success.

For US-based roles only: the anticipated hiring base salary range for this position is$98,800.00-$143,350.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full-time position. In addition to base salary, this role is eligible for incentive compensation. Moody’s also offers a competitive benefits package, including not but limited to medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement.

Moody’s is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status,sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody’s also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email [e-mail]. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications

For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance.

This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act.

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.