Asst Dir-Customer Success Management
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Key skills for this role
About the Role
Moody's seeks an Assistant Director of Customer Success Management to serve as a trusted advisor for insurers using RiskIntegrity for IFRS 17. You will drive client success, solution adoption, and long-term partnership growth.
Key Skills for This Role
Responsibilities
- Build and maintain strong relationships with actuarial, finance, and executive stakeholders across a portfolio of insurance clients
- Own the full customer lifecycle from onboarding through renewal, monitoring client health and proactively mitigating risks to retention
- Lead onboarding, implementation planning, and training activities, providing best practices on actuarial workflows and financial reporting processes
- Conduct business reviews to assess value delivery and provide strategic guidance aligned with clients' IFRS 17 objectives
- Advise on complex IFRS 17, actuarial valuation, and financial reporting use cases, translating requirements into effective system configurations
- Identify and support upsell and cross sell opportunities, and participate in demos, RFPs, and pre sales activities
- Collaborate cross functionally with Product, Engineering, and Support teams to represent the customer voice and influence roadmap decisions
- Develop and contribute to reusable enablement assets, playbooks, and internal knowledge resources to scale client success practices
Requirements
- 5 8+ years of experience in insurance, actuarial consulting, or financial reporting systems with a strong track record in client facing roles
- Strong knowledge of IFRS 17 standards, actuarial valuation processes, and financial reporting workflows
- Proven experience managing complex stakeholder relationships across actuarial, finance, and executive levels
- Strong communication, presentation, and stakeholder management skills
- Excellent analytical and problem solving mindset
- Experience leading or supporting software implementations, onboarding, and user adoption initiatives
- Demonstrated proficiency in artificial intelligence concepts and hands on experience using AI tools
- Fluency in English required; French is an asset
- Degree in Actuarial Science, Mathematics, Finance, Accounting, or a related field
- Actuarial designation preferred (ASA/FSA or equivalent)
Full Job Posting
About Moody's
- At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We are a global leader in ratings and integrated risk assessment.
Responsibilities
- Build and maintain strong relationships with actuarial, finance, and executive stakeholders across a portfolio of insurance clients
- Own the full customer lifecycle from onboarding through renewal, monitoring client health and proactively mitigating risks to retention
- Lead onboarding, implementation planning, and training activities, providing best practices on actuarial workflows and financial reporting processes
- Conduct business reviews to assess value delivery and provide strategic guidance aligned with clients' IFRS 17 objectives
- Advise on complex IFRS 17, actuarial valuation, and financial reporting use cases, translating requirements into effective system configurations
- Identify and support upsell and cross sell opportunities, and participate in demos, RFPs, and pre sales activities
- Collaborate cross functionally with Product, Engineering, and Support teams to represent the customer voice and influence roadmap decisions
- Develop and contribute to reusable enablement assets, playbooks, and internal knowledge resources to scale client success practices
Skills and Competencies
- 5–8+ years of experience in insurance, actuarial consulting, or financial reporting systems, with a strong track record in client facing roles
- Strong knowledge of IFRS 17 standards, actuarial valuation processes, and financial reporting workflows
- Proven experience managing complex stakeholder relationships across actuarial, finance, and executive levels
- Strong communication, presentation, and stakeholder management skills
- Excellent analytical and problem solving mindset
- Experience leading or supporting software implementations, onboarding, and user adoption initiatives
- Demonstrated proficiency in artificial intelligence concepts, with hands on experience using AI tools
- Fluency in English required; French is an asset
Education
- Degree in Actuarial Science, Mathematics, Finance, Accounting, or a related field
- Actuarial designation preferred (ASA/FSA or equivalent)
About the Team
- The Insurance Solutions – Customer Success team at Moody's is responsible for ensuring clients realize maximum value from the RiskIntegrity for IFRS 17 platform throughout their post sales journey.
Compensation
- The anticipated hiring base salary range for this position is $97,000 to $141,000, depending on factors such as experience, education, level, skills, and location.
- This role is eligible for incentive compensation and a competitive benefits package.
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