Sales Representative - Financial Services

PassFort; New York (NY); On-site; USD 95,000 - 137,000; Full time

Job summary

Moody's seeks a results-driven sales professional to manage the full sales lifecycle for a portfolio of client accounts in banking and non-bank financial institutions. You will engage C-level executives, prospect new opportunities, negotiate complex deals, and forecast pipelines while promoting Moody's credit risk solutions.

Travel 30–40% as needed to support client engagement and business development. The role emphasizes building trusted advisory relationships, expanding revenue, and

Qualifications

• 3+ years of experience at a top-tier firm or financial services company.
• Basic understanding of AI concepts with curiosity to learn AI applications.
• Interest in responsible AI practices and risk management.
• Strong network with C-level prospects and client relationship skills.
• Experience negotiating high-revenue deals and forecasting pipelines.
• Knowledge of financial products and services landscape.

Responsibilities

• Manage the full sales lifecycle for a client account base.
• Identify and initiate new opportunities through prospecting and negotiations.
• Market credit risk products to banking and non-bank financial institutions.
• Meet or exceed revenue targets by generating and defending revenue.
• Serve as primary contact for senior executives (CROs, CFOs).
• Collaborate with Product Specialists and Relationship Managers to deliver value.
• Provide accurate sales forecasts and pipeline updates.
• Represent Moody's at conferences and events.
• Travel approximately 30–40% as required.

Skills

3+ years experience

AI concepts

Responsible AI

C-level relationships

Strategic deals

Sales forecasting

Finance products

Pipeline management

Public speaking

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.

We’re 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 relevant professional experience at a top-tier consulting firm, financial services company, or technology company
• 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
• Established track record of successfully developing a network of clients and nurturing deep relationships with C-level prospects
• Experience negotiating complex, strategic, high–revenue impact deals
• Deep understanding of the competitive landscape for financial products and services
• Strong knowledge of the sales process, including pipeline management, priority organization, and forecasting
• Strong analytical and quantitative skills; experience delivering thought leadership through publications or speaking engagements is a plus
• 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 or first-level degree (e.g., Bachelor’s degree) required

Responsibilities

This role is responsible for managing the end-to-end sales lifecycle for a portfolio of client accounts, driving new business opportunities, and serving as a trusted advisor to senior executives within banking and non-bank financial institutions.

• Manage the full sales lifecycle for a client account base, identifying new sales opportunities and acting as a primary point of contact for C-level executives
• Identify and initiate new sales opportunities through prospecting new clients, leveraging existing relationships, and leading contract negotiations
• Market credit risk products and service solutions to a wide range of banking and non-bank financial institutions
• Meet or exceed established revenue targets by generating new revenue and defending and growing existing revenue streams
• Serve as the primary point of contact for senior executives, including Chief Risk Officers and Chief Financial Officers, at client organizations
• Collaborate with Product Specialists, Strategists, Relationship Managers, and other internal partners to leverage appropriate expertise throughout the sales cycle
• Provide accurate and current sales forecasts and pipeline updates to management
• Represent the company at industry conferences and company-sponsored events
• Travel approximately 30–40% as required to support client engagement and business development activities

About The Team

The Digital Content & Innovation team manages the full sales lifecycle for client accounts, with a strong focus on identifying new opportunities and serving as the primary point of contact for C-level executives. The team contributes to Moody’s success by driving new business, strengthening long-term client relationships, marketing credit risk solutions, and collaborating closely across internal teams to generate, defend, and grow revenue within the banking and non-bank financial institutions sector.

For US-based roles only: the anticipated hiring base salary range for this position is $94,500.00 - $137,100.00, 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.