Moody's Investors Service

Let's begin! Asst Dir-Customer Success Management (13868)

Moody's Investors Service$97K — $141K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-8+ years in insurance, actuarial consulting, or financial reporting software
  • Strong knowledge of IFRS 17 standards and actuarial processes
  • Proven experience managing complex stakeholder relationships
  • Excellent communication and presentation skills
  • Analytical mindset with practical problem-solving ability
  • Experience in software implementations and user adoption
  • Proficient in AI concepts for operational efficiency, with an awareness of AI risk management
  • Fluency in English, French is an asset

Responsibilities

  • Serve as a trusted advisor and primary post-sales contact for clients
  • Build and maintain relationships with actuarial and executive stakeholders
  • Manage the customer lifecycle from onboarding to renewal
  • Lead onboarding and training for best practices in financial reporting
  • Conduct business reviews to ensure alignment with client objectives
  • Advise on IFRS 17 use cases and system configurations
  • Identify upsell and cross-sell opportunities and support pre-sales activities
  • Collaborate with cross-functional teams to influence product direction

Benefits

  • Medical, dental, and vision insurance
  • Parental leave
  • Vacation time
  • Retirement savings plan with employee contributions
  • Life and disability insurance
  • Discounted employee stock purchase plan
  • Tuition reimbursement
Full Job Description
Skills and Competencies
  • 5-8+ years of experience in insurance, actuarial consulting, or financial reporting systems, with a strong track record in client-facing roles
  • Strong knowledge of IFRS 17 standards, actuarial valuation processes, and financial reporting workflows
  • Proven experience managing complex stakeholder relationships across actuarial, finance, and executive levels
  • Strong communication, presentation, and stakeholder management skills, with the ability to work effectively across global and multicultural teams
  • Excellent analytical and problem-solving mindset, with the ability to translate complex technical requirements into practical solutions
  • Experience leading or supporting software implementations, onboarding, and user adoption initiatives
  • 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
  • Fluency in English required; French is an asset

Education
  • Degree in Actuarial Science, Mathematics, Finance, Accounting, or a related field
  • Actuarial designation preferred (ASA/FSA or equivalent)

Responsibilities

Serves as a trusted advisor and primary post-sales contact for insurers using Moody's RiskIntegrity for IFRS 17, driving client success, solution adoption, and long-term partnership growth.
  • Build and maintain strong relationships with actuarial, finance, and executive stakeholders across a portfolio of insurance clients
  • Own the full customer lifecycle from onboarding through renewal, monitoring client health and proactively mitigating risks to retention
  • Lead onboarding, implementation planning, and training activities, providing best practices on actuarial workflows and financial reporting processes
  • Conduct business reviews to assess value delivery and provide strategic guidance aligned with clients' IFRS 17 objectives
  • Advise on complex IFRS 17, actuarial valuation, and financial reporting use cases, translating requirements into effective system configurations
  • Identify and support upsell and cross-sell opportunities, and participate in demos, RFPs, and pre-sales activities
  • Collaborate cross-functionally with Product, Engineering, and Support teams to represent the customer voice and influence roadmap decisions
  • Develop and contribute to reusable enablement assets, playbooks, and internal knowledge resources to scale client success practices

About the Team

The Insurance Solutions - Customer Success team at Moody's is responsible for ensuring clients realize maximum value from the RiskIntegrity for IFRS 17 platform throughout their post-sales journey. By joining our team, you will be part of a globally connected group of professionals dedicated to driving meaningful client outcomes, shaping product direction, and advancing the future of insurance financial reporting. We operate at the intersection of actuarial expertise, technology, and relationship management, embracing an AI-enabled way of working to deliver smarter, faster, and more impactful client experiences.

For Canada-based roles only: The anticipated hiring base salary range for this position is $97,000 to $141,000, 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, vacation, a retirement savings plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement.

About Moody's Investors Service

Moody's Investors Service is a bond credit rating business that provides research, credit rating, and financial risk analysis services. The company’s ratings and analysis track debt that covers various countries, corporate issuers, public finance issuers, and structured finance obligations. Additionally, the company also offers predictive ratings, research and investor briefings, pricing and valuation tools, and credit opinions. The company’s primary goal is to help investors analyze the credit risks associated with fixed-income securities. Moody’s Investor Service rates debt securities in several market segments related to public and commercial securities in the bond market. These include government, municipal and corporate bonds; managed investments such as money market funds, fixed-income funds, and hedge funds; financial institutions that include banks and non-bank finance companies; and asset classes in structured finance. Considered one of the Big Three credit rating agencies, Moody’s Investor Service employs approximately 6,100 people worldwide and maintains a presence in 28 countries. Moody’s Investor Service was founded by John Moody in 1999 and is headquartered in New York City, United States.

Moody's Investors Service Careers

Join the esteemed team at Moody's Investors Service, a leading global provider of credit ratings, research, and risk analysis. This is a prime opportunity to be part of a company that values professional growth, leadership, and innovation in the financial industry.

Work You’ll Do

At Moody's Investors Service, the focus is on empowering the financial community to make better decisions through high-quality, independent, and rigorous analytics. The team at Moody's Investors Service is dedicated to maintaining and enhancing the transparency, integrity, and efficiency of global markets.

Explore Job Opportunities and Internships

Moody's Investors Service offers a variety of career paths, including full-time positions and internships that provide valuable industry experience. The company is committed to fostering a culture of excellence where skilled, passionate, and solution-driven team players thrive.

Innovative Work Environment

Engage in work that matters with a team that combines deep industry expertise with innovation to deliver insights that matter to global markets. Moody's Investors Service is at the forefront of integrating cutting-edge technology and data analysis in the financial sector.

Professional Growth and Development

Moody's Investors Service believes in future-proofing careers by offering unmatched opportunities for professional development and advancement. Whether through leadership programs, diversity training, or networking events, employees are equipped to excel in their careers and contribute to the company's success.

Benefits and Culture

The culture at Moody's Investors Service is built on a foundation of respect, integrity, and inclusion. Employees enjoy comprehensive benefits designed to support their health, well-being, and financial security. The company's commitment to diversity and inclusive growth makes it a leader not just in financial services, but also as an employer of choice.

Join the Team

Discover the range of positions available, from analyst roles to leadership opportunities. Moody's Investors Service is actively hiring and looking for individuals who bring creativity, teamwork, and a strong work ethic to the table.

Prepare for Your Interview

To join Moody's Investors Service, start by tailoring your resume to highlight relevant skills and experiences. Prepare for your interview by researching the company's impact on the financial industry and come ready to discuss how your background aligns with the company's goals and values.

Stay Connected

Keep up to date with the latest from Moody's Investors Service by following their career blog. Gain insights from insiders, and stay informed about new job openings and industry news.

Career Advancement at Moody's Investors Service

With a steadfast commitment to nurturing talent and a clear path for career advancement, Moody's Investors Service remains a top choice for professionals aiming to excel in the financial sector. Explore how you can contribute to and benefit from the company's legacy of success.

Search Moody's Investors Service Jobs

Find the position that matches your skills and interests. Moody's Investors Service is looking for dedicated, curious, and innovative professionals to join their team. Explore the exciting and rewarding opportunities that await at Moody's Investors Service.
Learn more about Moody's Investors Service
Industry
Founded
1900

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