Moody's
Credit Research Sales Representative - Dallas/San Francisco
San Francisco, CA
Nov 15, 2024
Full Job Description

Location(s):

  • Plaza Of The Americas, 600 North Pearl St. Suite 2165, Dallas, Texas, 75201, US
  • 405 Howard Street, Suite 300, San Francisco, California, 94105, US

Line Of Business: Sales OU(SALES OU)

Job Category:

  • Sales & Marketing

Experience Level: Experienced Hire

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.

This role is responsible for working with other sales colleagues and other internal stakeholders to drive the sales process for a narrow set of products or services. Key activities include managing a portfolio of existing accounts and identifying cross sell and up-sell opportunities. Candidate is responsible for initiating new sales activity and managing sales cycles to closure.

Additionally, the role requires the assessment of client needs and providing clients with strategic guidance and product overviews.

  • Meet or exceed annual sales goals and targets that align with the company's vision and objectives.
  • Responsible for existing relationships with Strategic customers for our CreditView ( moodys.com) research solution.
  • Work with sales colleagues and other internal stakeholders to drive the retention of existing business and initiating new sales activity and managing sales cycles to closure.
  • Drive the development of business within assigned territories.
  • Maintain desired meeting activity and pipeline levels.
  • Partner with Relationship Management team to develop clear, concise proposals and deliver targeted client demos that address client needs.
  • Collaborate with Product Management and Product Strategy to promote improvement in product quality and the development of new sources of revenue.
  • Identify additional products and services that clients may benefit from and introduce them appropriately into dialogue with clients.
  • Begin development as a market expert and provide product use cases during the sales cycle.
  • Serve as the main liaison between the relationship manager, the client and the account management organization for retention of existing client base.
  • Assist in the preparation and circulation of market insight comments to create awareness of Moody's expertise internally and externally.
  • Assist in the training of new team members.
  • Provide current forecasts and pipeline information to management.
  • Position requires some travel when feasible and safe to do so ( 20%-40%).

The position is part of the Moody's Analytics Global Sales Operating Unit. The global sales team is responsible for managing and growing overall client relationships within our 11,000+ customers. The group is comprised of sales and customer service professionals focused on selling solutions to help our customers make better, faster decisions. We are aligned by customer segment to understand and identify evolving customer needs and maintain regional presence to provide local experience to our customers. The customer segments we serve are Banks/Non-Bank Financial Institutions, Investment Management, Corporates, Insurance, Government and Professional Services. Our priorities are to maintain a world-class sales and customer service organization, to be customer centric, maximize cross-selling opportunities and drive revenue growth. The Moody's Analytics Global Sales team has an inclusive, team-oriented sales culture that values both collaboration and results.

  • Undergraduate/first-level degree (e.g., Bachelor's degree) required, with coursework in business, economics, finance, marketing or related fields.
  • 5+ years in a client facing role.
  • Experience managing portfolios/books of existing business and driving retention rates.
  • Understanding of credit risk beneficial.
  • Experience working in direct business-to-business sales roles with a focus on serving financial services and/or corporate treasury customers.
  • Solid understanding of different parts of the global financial services industry, including market dynamics and customers' business drivers.
  • Ability to present high-level information as well as detailed demonstrations of products & services.
  • Excellent verbal/written communication and presentation skills.
  • Ability to work both independently and within a team environment, with focus and high attention to detail.
  • For US-based roles only: the anticipated hiring base salary range for this position is [[$97,400.00 - [[$126,700.00, 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, national origin, citizen status, marital status, physical or mental disability, military or veteran status, sexual orientation, gender identity, gender expression, genetic information, 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 accommodations@moodys.com. 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.

    Click here to view our full EEO policy statement. Click here for more information on your EEO rights under the law. Click here to view our Pay Transparency Nondiscrimination statement. Click here to view our Notice to New York City Applicants.
    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.

    For more information on the Securities Trading Program, please refer to the STP Quick Reference guide on ComplianceNet

    Please note: STP categories are assigned by the hiring teams and are subject to change over the course of an employee's tenure with Moody's.



    Moody’s Corporation is a Government contractor subject to the Vietnam Era Veterans’ Readjustment Assistance Act of 1974, as amended by the Jobs for Veterans Act of 2002, 38 U.S.C. 4212 (VEVRAA), which requires Government contractors to take affirmative action to employ and advance in employment: (1) disabled veterans; (2) recently separated veterans; (3) active duty wartime or campaign badge veterans; and (4) Armed Forces service medal veterans.

    VEVRAA Federal Contractor

    We Request Priority Protected Veteran and Disabled Referrals for all of our locations

    Please contact Donna Hutchinson, Assistant Vice President, Talent Attraction for any questions regarding this listing.

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    Sales
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    Credit Research Sales Representative - Dallas/San Francisco
    Moody's
    San Francisco, CA
    Nov 15, 2024
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