Department
Global Sales
Job Description
The position is based in the Global Sales and Customer Service team and is responsible for working with the Account Coverage team to drive Account Strategies, Customer Engagement, and Satisfaction. The Account Manager’s proactive outreach activities will uncover opportunities and risks and will modify their Account Plan to mitigate. We are successful when our clients realize continued value from our solutions. The Account Management team is expected to provide a ‘white glove service’ to our existing client base to ensure maximum value from existing products is gained and uncover new applications and use cases for their organization. This role will work primarily with existing Moody’s Analytics customers, but onboarding of new customers is also expected.
This role is responsible for understanding an assigned book of business, sales strategies, and working with clients to convey the company’s value proposition, maintaining a high level of product knowledge and ensuring proactive customer service.
Customer Service
Our team drives engagement through insightful interactions with our clients. We generate value and confidence in our products and solutions ensuring high levels of retention and satisfaction. Through relationships we bring the voice of the customer to the center of MA’s business strategies. We strive to be the model of collaboration and partnership with our colleagues and we create an environment that engages individuals. Our mission is to INSPIRE Customer Connection and Loyalty.
Inspire our customers: By deeply understanding their objectives for success
Inspire our teams: By nurturing talent & investing in careers
Inspire our partners: By being the model for teamwork & collaboration
Responsibilities:
- Maintain high level of product knowledge including key research, product features and benefits and other elements of services.
- Influence future lifetime value through higher product adoption, customer satisfaction and overall client health.
- Convey the company’s value proposition and deliver on activity targets and retention goals.
- Assist with client demonstrations and provide training, and on-site visits to improve workflow adoption and customer satisfaction. Drive engagement of content through channels that align with customers’ workflows.
- Contact clients to promote and secure their attendance at analyst meetings, roundtables, briefings, teleconferences and other events.
- Promote awareness regarding publications and new research to the client base.
- Gain and maintain familiarity with client organizations and processes to create and execute on Account Plans.
- Provide proactive customer service by working closely across teams to ensure client issues and needs are communicated and resolved effectively.
- Work collaboratively with account coverage team and play a critical role in the contract renewal process and client retention strategy by growing relationships which cover a defined territory and base of business.
- Provide forecast and pipeline information to management.
- Uncover new opportunities and mitigate risks by coordinating with appropriate internal teams
- Moderate travel will be required.
Qualifications
- Undergraduate/first-level degree (e.g., Bachelor’s degree) required, preferably within finance or business-related discipline.
- 2-3 years in sales, relationship management or other related client-facing position, preferably within the financial services sector.
- Experience in account management, client services or sales support is preferred.
- Experience running in-person and/or virtual client meetings.
- Strong communication skills, both oral and written.
- History of demonstrating customer focus with an ability to convey important messages to clients, develop rapport and be able to manage clients’ expectations.
- Excellent time management/organizational skills. Able to adhere to short deadlines and work with many different teams.
- Adaptable to changing environments, Strong initiative/results orientation. Must provide evidence of achieving/exceeding targets and goals.
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. For New York City positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the New York City Fair Chance Act. For all other applicants, qualified applicants with criminal histories will be considered for employment consistent with the requirements of applicable law.
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