Customer Success Manager

Passfort; United States; Remote; 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 with employer match

Life insurance

Disability insurance

Stock purchase plan

Job summary

Moody’s is seeking a Remote Customer Success Manager in the United States to collaborate with sales to map the customer journey, guide post-sales strategy, and drive client value. The role emphasizes building strong client relationships, delivering product insights, and coordinating cross-functional teams to improve Moody’s View solutions. Travel ~25% and a US base salary is offered.

Qualifications

• 3+ years in direct B2B client-facing roles in data, analytics, regulatory, or finance
• Strong understanding of regulatory compliance, supplier risk, and credit risk use cases
• Excellent verbal and written communication; able to deliver high-level presentations and product demos
• Independent and collaborative work style with strong attention to detail
• Basic understanding of AI concepts and willingness to learn responsible AI practices

Responsibilities

• Collaborate with sales and internal stakeholders to develop client strategies and map the customer journey
• Lead post-sales client lifecycle to drive retention and satisfaction
• Assess client health and provide strategic guidance and product insights
• Build trusted client relationships and provide proactive coaching and support
• Collaborate with Product teams to improve product quality using client feedback
• Conduct C-SAT surveys and manage NPS outreach
• Coordinate Moody’s responses and act as central contact between clients and teams
• Prepare and share market insights to highlight Moody’s expertise
• Travel as required (approximately 25% of time)

Skills

B2B client facing

Regulatory compliance

Credit risk knowledge

Verbal and written communication

AI awareness

Presentation skills

Education

Bachelor's degree in Business/Economics/Finance/Marketing or related field

Job description

Customer Success Manager

Remote, United States

• Posted: 09/23/2026
• Job reference: 14898
• Experience level: Experienced Hire
• Job category: Sales & Marketing
• Line of business: DC&I

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.

If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity.

Skills and Competencies

• 3+ years of experience in direct business-to-business client-facing roles, ideally within commercial data, analytics, regulatory, or finance industries
• Understanding of complex business concepts and processes, particularly in regulatory compliance, supplier risk, and credit risk use cases
• Excellent verbal and written communication skills, including the ability to deliver high-level presentations and detailed product demonstrations
• Strong ability to work independently and collaboratively in a team environment with keen attention to detail
• Strong understanding of complex business concepts and processes, particularly in regulatory compliance, supplier risk, and credit risk use cases
• 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

• Undergraduate/first-level degree (e.g., Bachelor’s degree) in Business, Economics, Finance, Marketing, or a related field

Responsibilities

You will collaborate with sales teams and internal stakeholders to develop client strategies, map the customer journey, and enhance the overall customer experience. The role also involves continuous assessment of client health and providing strategic guidance and product insights.

• Act as a customer advocate, ensuring clients achieve their desired outcomes with Moody’s View solutions and derive ongoing value from the relationship
• Lead the post-sales client lifecycle, coordinating with internal stakeholders from Sales to Product teams to drive retention and client satisfaction
• Map the customer journey, provide strategic guidance, and continuously assess client health to improve the overall customer experience
• Build trusted relationships with clients to empower them with proactive coaching and support, enabling self-sufficiency throughout their lifecycle
• Collaborate with Product Management and Product Strategy teams to improve product quality, collecting and sharing insights from regular client feedback forums
• Conduct C-SAT surveys, and handle NPS outreach to give clients a platform to influence product and service improvements
• Coordinate Moody’s responses to client requests and act as the centralized point of contact between clients and internal teams
• Assist in preparing and sharing market insights to highlight Moody’s expertise, internally and externally
• Travel as required (approximately 25% of your time)

About the Team

Join our Customer Success team, a critical driver of both short- and long-term organizational goals. We are dedicated to ensuring clients achieve tangible value from our solutions and services, fostering strong partnerships built on trust and mutual benefit. As part of this collaborative and proactive team, you’ll play a pivotal role in shaping client strategies, enhancing customer experience, and influencing product development, all while growing your expertise in the SaaS and analytics space.

For US-based roles only: the anticipated hiring base salary range for this position is $67,800.00 - $98,400.00, 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.

Benefits

• medical
• dental
• vision
• parental leave
• paid time off
• 401(k) plan with employee and company contribution opportunities
• life insurance
• disability insurance
• accident insurance
• discounted employee stock purchase plan
• 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.