Solutions Specialist - Banking

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.

Skills and Competencies

• 7+ years of experience in a client-facing role within the financial services, information services, or data analytics industries, preferably with exposure to software as a service solutions
• Past experience with KYC, Compliance, Fraud, Trade Credit, Supplier Risk, TPRM, MDM/Sales and Marketing use-cases in the Banking market
• Proven ability to analyze business processes and workflows, with a knack for identifying efficiency improvements
• A commercial mindset and sales mentality with a specific drive to win new customers
• Demonstrated experience in technical sales including data and software as a service solutions, with experience in complex sales cycles being a plus
• Excellent communication and interpersonal skills, with the ability to engage effectively with both technical and non-technical stakeholders
• Demonstrated proficiency in artificial intelligence concepts, with hands-on experience using AI tools to streamline workflows and enhance operational efficiency
• Interest in or past experience with Spark, SQL, or Python for API development is highly encouraged, but not required

Education

• Bachelor’s degree in Business, Finance, Computer Science, or a related field is a plus

Responsibilities

Drive the pre-sales function for the Banking segment by understanding client needs and aligning Moody’s solutions to meet them

• Support sales colleagues and other internal stakeholders to drive the pre-sales process from qualification to solution alignment
• Conduct in-depth analyses of client workflows, processes, and business requirements to identify pain points and areas for improvement
• Demonstrate the value of Moody’s solutions through product demos, proof-of-concepts, and trial evaluations
• Map Moody's solutions to client needs, developing custom solutions where necessary by leveraging Moody's portfolio of data and software
• Work closely with product and technical teams to understand product architecture and ensure seamless integration for clients
• Act as a bridge between clients and product development teams, conveying feedback to inform product enhancements and innovation
• Maintain a strong understanding of software solutions typically utilized in the banking landscape such as case management, transaction monitoring, and AML solutions
• Travel up to 30%

About the team

Our Banking Solutions team is responsible for driving the pre-sales function for the Banking segment. We contribute to Moody's by understanding complex client workflows, demonstrating the value of our data and software, and acting as a bridge between our customers and product teams to drive innovation. By joining our team, you will be part of exciting work at the intersection of finance and technology, and you'll help us leverage AI to enhance our solution design and provide predictive insights for our clients.

For US-based roles only: the anticipated hiring base salary range for this position is $134,400.00 - $194,850.00, depending on factors such as experience, education, level, skills, and location. This range is based on a full-time position. In addition to base salary, this role is eligible for incentive compensation. Moody’s also offers a competitive benefits package, including not but limited to medical, dental, vision, parental leave, paid time off, a 401(k) plan with employee and company contribution opportunities, life, disability, and accident insurance, a discounted employee stock purchase plan, and tuition reimbursement.

Moody’s is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender, age, religion or creed, national origin, ancestry, citizenship, marital or familial status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law. Moody’s also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief in accordance with applicable laws. If you need to inquire about a reasonable accommodation, or need assistance with completing the application process, please email [email protected]. This contact information is for accommodation requests only, and cannot be used to inquire about the status of applications

For San Francisco positions, qualified applicants with criminal histories will be considered for employment consistent with the requirements of the San Francisco Fair Chance Ordinance.

This position may be considered a promotional opportunity, pursuant to the Colorado Equal Pay for Equal Work Act.

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.