Bilingual Finance Software Support Specialist

EF; United States; On-site; USD 68,000 - 98,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Parental leave

Paid time off

401(k) plan

Stock purchase plan

Tuition reimbursement

Job summary

Moody's is seeking an experienced Client Support professional to provide financial and technical product support for Lending Solutions, aiding clients in interpreting outputs within financial analysis and credit risk contexts.

The role emphasizes bridging finance knowledge with IT troubleshooting, educating on product features, and delivering timely client service across web, email, and phone channels. Requirements include 1–4 years of relevant experience and fluency in English and Spanish.

Qualifications

• 1-4 years of professional experience in client support, customer service, financial services, software support, or a related field.
• General understanding of financial statements and key accounting concepts (Balance Sheet, Income Statement, Cash Flow Statement).
• Strong customer service skills, with an eagerness to excel and be part of a dynamic team.
• Superb analytical skills and persistence in problem-solving, particularly in technical troubleshooting.
• Fluency in both English and Spanish is required.
• Excellent verbal, written, and organizational skills.
• Attention to detail and the ability to learn quickly.
• Working knowledge of Windows-based software (e.g., Excel, Word).

Responsibilities

• Provide financial and technical product support to clients using Moody's Analytics Lending Solutions products, helping them leverage world-class software to improve their business outcomes.
• Assist clients in interpreting product outputs in the context of their financial analysis and credit risk assessments.
• Deliver conceptual solutions to a wide range of clients, bridging finance knowledge with IT troubleshooting expertise.
• Provide in-depth education and assistance on product features, functionality, and technical architecture.
• Support clients on the use of our credit risk and lending products in a courteous, professional, and timely manner via web, email, and telephone.
• Communicate effectively and develop excellent working relationships with colleagues in Client Service and partner teams like Engineering, Research, and Product.
• Provide constructive feedback to the sales and training groups regarding client needs, market trends, and opportunities.
• Identify, capture, and channel client feedback on product features and functionality.
• Originate content for our client Knowledge Base, including finance-focused examples and use cases.
• Manage and escallyate requests appropriately while maintaining ownership of the client interaction and delivery of the solution.

Skills

1-4 years experience

Financial statements

Customer service

Analytical skills

Bilingual English/Spanish

Communication

Attention to detail

Windows software

Education

Bachelor's degree

Tools

SQL Server

PostgreSQL

Job description

Moody's is seeking an experienced Client Support professional to provide financial and technical product support for Lending Solutions, aiding clients in interpreting outputs within financial analysis and credit risk contexts.

The role emphasizes bridging finance knowledge with IT troubleshooting, educating on product features, and delivering timely client service across web, email, and phone channels. Requirements include 1–4 years of relevant experience and fluency in English and Spanish.