Skills and Competencies

• 5+ years of experience in customer success, account management, sales, or an equivalent role, preferably within a SaaS or data-driven product environment
• Strong business acumen with the ability to build and maintain trusted client relationships
• Demonstrated success driving product adoption, usage growth, and client engagement
• Excellent verbal and written communication skills, including the ability to present to executive-level audiences and diverse business and technical stakeholders
• Ability to troubleshoot and resolve service-related issues, including both business and technical challenges
• Proven ability to work collaboratively within a team and across a matrixed organization to achieve shared goals
• Strong organizational, analytical, and problem-solving skills
• Willingness and ability to travel locally or overnight as needed

Education

• Bachelor’s degree or equivalent practical experience

Responsibilities

This role is responsible for managing strategic customer relationships, driving product adoption, and ensuring clients achieve measurable value from Moody’s Insurance solutions.

• Conduct customer onboarding and develop a deep understanding of Moody’s products, customers, and industry positioning
• Build strong relationships with assigned insurance customers and key internal stakeholders
• Develop and execute strategic customer success plans to maximize product adoption, efficient usage, and customer outcomes
• Proactively assess account health and act as the subject matter expert on client needs, product usage, and business impact
• Drive customer retention, usage growth, and increased engagement across the Moody’s Insurance product ecosystem
• Identify opportunities to expand customer value through upsell and cross-sell initiatives
• Deliver a superior end-to-end customer experience by anticipating challenges and addressing issues effectively

About the Team

The CAPE Property Intelligence Customer Success Management team partners closely with insurance and risk-focused organizations to help them realize the full value of Moody’s Insurance solutions. The team is focused on building long-term client relationships, guiding customers through product adoption, and enabling informed decision-making through advanced analytics and responsible AI-driven tools.