Client Success Director — Insurance & AI Solutions

PassFort; New York (NY); On-site; USD 99,000 - 143,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Parental leave

Job summary

Moody's seeks an experienced Customer Success professional to expand strategic relationships within the Insurance sector, delivering tailored solutions and maximizing value from Moody's data and risk analytics offerings.

You will act as a trusted advisor to clients, driving adoption and retention, and collaborating with sales to identify expansion opportunities across complex engagements. Travel up to 25% may be required.

Qualifications

• 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

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

Skills

Customer success

Account management

Sales

SaaS

Data-driven product

Insurance industry

Underwriting

Risk assessment

Geospatial analytics

CAPE Analytics

Communication skills

Presentation

Project management

Client relationships

Education

Bachelor's degree

Job description

Moody's seeks an experienced Customer Success professional to expand strategic relationships within the Insurance sector, delivering tailored solutions and maximizing value from Moody's data and risk analytics offerings.

You will act as a trusted advisor to clients, driving adoption and retention, and collaborating with sales to identify expansion opportunities across complex engagements. Travel up to 25% may be required.