Finance Sales - New York or Chicago Based at Moodys
New York, NY 10007, USA -
Full Time


Start Date

Immediate

Expiry Date

08 Dec, 25

Salary

162400.0

Posted On

09 Sep, 25

Experience

8 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Finance, Economics, Financial Services

Industry

Marketing/Advertising/Sales

Description

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.

SKILLS AND COMPETENCIES

  • 8+ years’ experience working in direct business-to-business sales roles with a focus on serving banking and financial services.
  • Balance Sheet Management or Asset Liability Management sales experience is preferred. Experience and knowledge with the Finance/Treasury side of banks/credit unions is desired.
  • Solid understanding of different parts of the global financial services industry, including market dynamics and customers’ business drivers. Experience working at a bank or credit union is beneficial.
  • Ability to present high-level information as well as detailed demonstrations of products & services.
  • Demonstrated ability to lead complex sales cycles to successful conclusions through use of consultative selling techniques.

EDUCATION

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

Responsibilities
  • Build and execute sales strategies to meet or exceed annual sales goals and targets that align with the company’s vision and objectives.
  • Work with sales colleagues and other internal stakeholders to drive the sales process from beginning to end by identifying and qualifying prospects, initiating new sales activity and managing sales cycles to closure.
  • Lead the development of business within assigned territories. Partner with Relationship Managers, Workflow Specialists, Industry Practice Leads, and Solution Specialists to develop clear, concise proposals and deliver targeted demos to prospective customers that address their needs.
  • Collaborate with Product Management and Product Strategy to promote improvement in product quality and the development of new sources of revenue.
  • Manage pipeline within CRM on a consistent basis, aligning with framework utilized across the Banking Segment.
  • Build and maintain strong relationships with prospective clients by identifying gaps and recommending solutions leveraging market and technical knowledge.
  • Provide insightful and client-specific customer service and product overviews.
  • Assess the needs of the client by gaining an understanding of the specific issues facing the client based on their business requirements.
  • Represent company at industry and company sponsored events, as required.
  • Assist in the preparation and circulation of market insight to create awareness of Moody’s expertise internally and externally.
  • Participate fully in team meetings, providing valuable feedback
  • Provide current forecasts and pipeline information to management.
  • Position requires travel to meet clients and prospects in person.
  • Leverage AI technologies to enhance decision-making, streamline processes, and drive innovation within the role and across Moody’s.
Loading...