Asst Dir-Customer Success Manager
Sales & Business Development, Customer Service
Asst Dir-Customer Success Manager
Heredia, Provincia de Heredia
- Posted
- 07/04/2026
- Job reference
- 13471
- Experience level
- Experienced Hire
- Job category
- Sales & Marketing
- Line of business
- Corporates & Gov
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.
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.
- 3-5+ years of professional experience in customer success, account management, pre-sales, or customer support roles
- Strong communication, relationship-building, and presentation skills, with the ability to explain complex concepts and engage stakeholders across operational and managerial levels
- Experience developing and maintaining customer account plans, including defining success metrics, identifying growth opportunities, and monitoring retention risks
- Proven ability to collaborate effectively within cross-functional teams while independently managing priorities and consistently delivering outcomes
- Experience in creating and leading scalable client-focused communications or campaigns preferred
- Solid understanding of complex business concepts and processes, particularly in the area of regulatory compliance, supplier and credit risk use cases preferred
- 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.
- Undergraduate or first-level degree (e.g., Bachelor's degree) required, preferably with coursework in business, economics, finance, marketing, or related fields
- Be accountable for customers' overarching success throughout the customer lifecycle, including customer adoption, account health, and retention at scale
- Act as a trusted advisor, sharing industry best practices and resources such as training, user events, webinars, product releases, and more
- Lead many engagements including hosting webinar-style training and empowering customers at scale through sharing helpful and relevant resources
- Build cross-functional partnerships by contributing a customer-centric perspective to internal continuous improvement initiatives driving efficiency and effectiveness
- Organize and lead customer engagements including onboarding, kickoff, status calls, and strategic sessions
- Collaborate with team members to create and maintain training resources for end users
- Monitor and analyze customers' usage of our product
- Present utilization information to clients with recommendations to optimize their results
- Identify and track opportunities and risks within the assigned customer base
- Maintain strong product knowledge for training, usage, and client satisfaction
- Help to upskill colleagues through product training and "lunch and learn" style engagements
- Coordinate customer-facing initiatives with other KYC and Data Apps teams (i.e., connect marketing with users for testimonials, connect product development with beta testers, etc.)
Moody’s is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity or any other characteristic protected by law.
Candidates for Moody's Corporation may be asked to disclose securities holdings pursuant to Moody’s Policy for Securities Trading and the requirements of the position. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.