Strategic Financial Services Account Executive

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

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