Assistant Director - Customer Success Management (Financial Institutions)

Assistant Director - Customer Success Management (Financial Institutions)

Full-Time On-site
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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. Moody's is transforming how the world sees risk. As a global leader in ratings and integrated risk assessment, we're advancing AI to move from insight to action—enabling intelligence that not only understands complexity but responds to it. We decode risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed, and confidence.

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.

Skills And Competencies

  • 5+ years of experience in Customer Success, Relationship Management, Pre-Sales, or related client-facing roles within Financial Services, Risk, or Regulatory Technology
  • Experience supporting Tier 1 and Tier 2 banks or other regulated financial institutions across Oceania and solid understanding of regulatory compliance and third-party risk management use cases
  • Proven ability to build and manage strategic client relationships, driving adoption, value realization, retention, and long-term partnership growth while engaging stakeholders from operational teams through to executive leadership
  • Excellent verbal, written, presentation, and facilitation skills, with experience leading Executive Business Reviews (EBRs), strategic account planning sessions, value realization discussions, and customer workshops
  • Strong analytical and problem-solving skills, with the ability to identify risks, uncover opportunities, and develop practical solutions to support customer and business outcomes
  • Highly organized with strong attention to detail and the ability to manage multiple priorities across a portfolio of strategic accounts
  • Experience with customer success and CRM platforms such as Gainsight and Salesforce
  • Basic understanding of artificial intelligence concepts, with curiosity and enthusiasm for learning how AI tools can be used to improve processes and drive efficiency. Interest in exploring AI systems and a willingness to develop awareness of responsible AI practices, including risk management and ethical use

Education

  • Undergraduate/first-level degree (e.g., Bachelor's degree) required, preferably with coursework in business, economics, finance, marketing or related fields

Responsibilities

  • Manage a portfolio of strategic banking and financial institution clients across the Oceania region
  • Act as a trusted advisor, driving customer adoption, value realization, retention, and long-term partnership growth
  • Lead customer engagements, including onboarding, business reviews, governance meetings, and strategic planning sessions
  • Monitor customer health, product usage, and engagement metrics, proactively identifying risks and opportunities

Assistant Director - Customer Success Management (Financial Institutions) employer: Moody's Corporation

Moody’s Corporation is an exceptional employer located in the vibrant city of Sydney, offering a dynamic work culture that prioritises integrity and professional growth. As a Senior Structured Finance Analyst, you will have access to innovative projects and collaborative opportunities with senior-level stakeholders, ensuring your contributions are valued and impactful. The company fosters a supportive environment where employees can thrive and develop their skills in the fast-paced world of credit analysis and securitisation.

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Contact Details:

Moody's Corporation Recruitment Team