Strategic Accounts Director, Financial Services

PassFort; New York (NY); On-site; USD 136,000 - 197,000; Full time

Job summary

Moody’s is seeking a senior strategic accounts professional to drive revenue growth and strengthen relationships across a designated territory. You will develop account strategies, provide forecasts, and stay ahead of trends in payments, risk, compliance, and AI-enabled solutions.

You will build trusted advisor relationships with senior stakeholders, lead many client meetings, and manage complex sales cycles across regions.

Qualifications

• 10+ years of sales and relationship management experience, preferably within the financial services sector.
• Experience working within or selling into financial institutions, banks, payments organizations, and/or financial technology companies
• Solid understanding of the banking and payments industries, including key market participants, trends, and competitive dynamics
• Proven track record of achieving sales targets and influencing senior decision-makers through consultative selling approaches
• Ability to manage complex sales cycles, identify new business opportunities, and develop strategic account plans that drive revenue growth
• Strong problem-solving, negotiation, networking, and stakeholder management skills with the ability to work autonomously and collaboratively
• Data, Know Your Customer, financial crime compliance, or regulatory technology sales experience preferred
• Demonstrated proficiency in artificial intelligence concepts, with hands‑on experience using AI tools to streamline workflows and enhance operational efficiency. Proven ability to implement AI-powered solutions to solve business challenges. Demonstrates a growing awareness of AI risk management and a commitment to responsible and ethical AI use.

Responsibilities

• Drive revenue growth and strengthen strategic client relationships across a designated territory
• Develop and execute commercial account strategies and business plans while providing accurate sales forecasts and pipeline reporting to management
• Maintain expertise in industry trends across payments, risk management, climate and environmental, social and governance risk, cybersecurity, Know Your Customer, financial crime compliance, finance, and regulatory compliance
• Build trusted advisor relationships with senior client stakeholders, including Chief Risk Officers, Chief Financial Officers, Chief Operating Officers, Chief Compliance Officers, Chief Data Officers, and Chief Technology or Information Officers
• Conduct a high volume of in‑person client meetings and represent the organization at industry conferences, forums, and networking events
• Generate, qualify, and convert new business opportunities through prospecting, networking, and targeted campaigns while expanding existing client relationships through cross‑selling activities
• Identify client challenges and translate business needs into compelling solutions that deliver measurable value and business outcomes
• Manage complex sales cycles through effective collaboration with product specialists, sales teams, management, and cross‑functional partners across regions
• Execute negotiations and closing strategies that successfully convert opportunities into long‑term client partnerships while identifying referral opportunities across the broader business

Skills

Sales leadership

Relationship management

Financial institutions exposure

Consultative selling

Strategic account planning

Complex sales cycles

Negotiation

Stakeholder management

AI concepts in business

KYC / compliance familiarity

Education

Bachelor's degree or equivalent

Job description

Moody’s is seeking a senior strategic accounts professional to drive revenue growth and strengthen relationships across a designated territory. You will develop account strategies, provide forecasts, and stay ahead of trends in payments, risk, compliance, and AI-enabled solutions.

You will build trusted advisor relationships with senior stakeholders, lead many client meetings, and manage complex sales cycles across regions.