Relationship Manager - Financial Services (NYC/Chicago)

Moody's • New York, NY

306d • $95,000 - $120,000

About The Position

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. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are 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. This role is responsible for working with other sales colleagues and other internal stakeholders to drive the sales process for a narrow set of products or services. Key activities include managing a portfolio of existing accounts and identifying cross sell and up-sell opportunities. Candidate is responsible for initiating new sales activity and managing sales cycles to closure. Additionally, the role requires the assessment of client needs and providing clients with strategic guidance and product overviews. Meet or exceed annual sales goals and targets that align with the company's vision and objectives. Responsible for existing relationships with Strategic customers for our CreditView (moodys.com) research solution. Work with sales colleagues and other internal stakeholders to drive the retention of existing business and initiating new sales activity and managing sales cycles to closure. Drive the development of business within assigned territories. Maintain desired meeting activity and pipeline levels. Partner with Relationship Management team to develop clear, concise proposals and deliver targeted client demos that address client needs. Collaborate with Product Management and Product Strategy to promote improvement in product quality and the development of new sources of revenue. Identify additional products and services that clients may benefit from and introduce them appropriately into dialogue with clients. Begin development as a market expert and provide product use cases during the sales cycle. Serve as the main liaison between the relationship manager, the client and the account management organization for retention of existing client base. Assist in the preparation and circulation of market insight comments to create awareness of Moody's expertise internally and externally. Assist in the training of new team members. Provide current forecasts and pipeline information to management. Position requires some travel when feasible and safe to do so (20%-40%).

Requirements

• Undergraduate/first-level degree (e.g., Bachelor's degree) required, with coursework in business, economics, finance, marketing or related fields.
• 5+ years in a client facing role.
• Experience managing portfolios/books of existing business and driving retention rates.
• Understanding of credit risk beneficial.
• Experience working in direct business-to-business sales roles with a focus on serving financial services and/or corporate treasury customers.
• Solid understanding of different parts of the global financial services industry, including market dynamics and customers' business drivers.
• Ability to present high-level information as well as detailed demonstrations of products & services.
• Excellent verbal/written communication and presentation skills.
• Ability to work both independently and within a team environment, with focus and high attention to detail.

Responsibilities

• Manage a portfolio of existing accounts and identify cross sell and up-sell opportunities.
• Initiate new sales activity and manage sales cycles to closure.
• Assess client needs and provide strategic guidance and product overviews.
• Meet or exceed annual sales goals and targets.
• Drive the retention of existing business and initiate new sales activity.
• Drive the development of business within assigned territories.
• Maintain desired meeting activity and pipeline levels.
• Partner with Relationship Management team to develop proposals and deliver client demos.
• Collaborate with Product Management and Product Strategy to improve product quality.
• Identify additional products and services for clients.
• Serve as the main liaison between the relationship manager, the client, and the account management organization.
• Assist in the preparation and circulation of market insight comments.
• Assist in the training of new team members.
• Provide current forecasts and pipeline information to management.

Benefits

• Medical, dental, vision insurance.
• Parental leave.
• Paid time off.
• 401(k) plan with employee and company contribution opportunities.
• Life, disability, and accident insurance.
• Discounted employee stock purchase plan.
• Tuition reimbursement.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Administrative and Support Services
• Education Level: Bachelor's degree