Asst Dir-Customer Success Manager (Insurance Solutions)

PassFort; New York (NY); On-site; USD 98,000 - 143,000; Full time

Benefits offered by this job

Travel opportunities

Job summary

Moody's is seeking a Customer Success professional to drive value for insurance clients by delivering tailored solutions from Moody's risk analytics suite. You will act as a trusted advisor, leveraging data and Moody's capabilities to achieve client goals and maximize value.

This role emphasizes executive communication, cross-functional collaboration, and travel up to 25%. The team supports insurers and risk-focused organizations with advanced AI-driven tools while promoting responsible AI

Qualifications

• 3-5+ years in 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 or similar products.
• Strong verbal and written communication skills for executive and cross-functional audiences.
• Proven track record onboarding and driving high client satisfaction and loyalty.
• Strong presentation, project management, and organizational skills under pressure.
• Proven success driving technology adoption, usage, and client engagement.
• Strong business acumen and ability to build client relationships.
• Basic understanding of AI concepts, curiosity about AI tools, and awareness of responsible AI practices.

Responsibilities

• Drives client value realization and expands strategic relationships within the Insurance Customer Engagement team.
• Deliver tailored solutions ensuring clients achieve maximum value from Moody's offerings.
• Deliver exceptional service around complex client projects and engagements to maximize client value.
• Apply deep knowledge of Moody's products, data, analytics, and risk capabilities to design client-specific solutions.
• Act as a trusted advisor helping clients achieve short- and long-term goals.
• Leverage data to identify opportunities and drive successful outcomes.
• Identify expansion opportunities by understanding client operations and Moody's solutions.
• Represent Moody's at external events, client engagements, and industry conferences.
• Travel up to 25%.

Skills

Customer success

Account management

Sales

SaaS expertise

Data-driven products

Executive communication

Presentations

Project management

Organizational skills

Technology adoption

Client engagement

Business acumen

AI awareness

Education

Bachelor's degree

Job description

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.