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Job Description Service focused individual responsible for providing sales support for the RM team. The Sales Support function reports to the Head of Sales Support (HoSS) and works closely with experienced Sales Professionals - Account Executives (AEs), Relationship Managers (RMs) and Sub-Regional Heads (SRHs) supporting their activity to increase mandates and revenue in their assigned territory(ies), region(s) and/or line of business. Managers will own a portfolio of existing relationships across different geographies and may have more specific responsibilities to support RM franchise coordinators and specialists as well as special assignments.
Support portfolios of new and existing customers across specific sub-regions within EMEA
Part of a team that provides crucial sales support to ensure premium delivery of customer service
Primary Account Management responsibilities on a portfolio of 60-80 existing relationships potentially across multiple sub-regions. Responsible for developing and executing a structured outreach plan, inclduing in-person and phone meetings, special maintenance and bespoke initiatives as required
Attend 40+ in person joint meetings with RMs per year (including both lead and support roles)
Works autonomously with limited supervision by HoSS, SRH, RM or AE
Assist RMs/AEs in managing prospects and existing relationships through their entire life-cycle
Prepare materials for existing customers / prospect meetings and support follow-up items post meetings
Complete sales process admin in Salesforce (creating opportunities and accounts, ensuring approvals are kept appropriately, sending commercial offers to customers, side letters etc)
Participate in creating pricing/method exceptions and join senior team members at the Pricing Approval Committee
Responsible for preparing call material for existing key account or prospective clients and/or prepare PowerPoint presentations, pre-meeting/call fact sheets and other market, territory, sector or research materials for calls with customers/prospects
Project manage, Request for Proposals (RfP)/Tender responses: collect data and documents from internal stakeholders, draft final proposal, manage deadlines and inputs including submission logistics
Produce relevant Issuer Value Statement data/charts, and other info to support tailor-made presentations
Support senior members of the team to monitor market developments and trends including coverage information, lead generation, identify targets and cross selling opportunities.
Monitor news when applicable as well as review publications which can provide insights on cross-selling or new business. Report findings to senior members of the team
Responsible for providing event/conference support, pre-conference/ pre-meeting preparation and customer follow-up support post conference/meeting
Trigger early missed deal alert process, oversee the Rating Withdrawal process (documentation support)
Responding to customer queries as needed
Produce reports in Salesforce regarding accuracy and completeness of data entered
Work closely with key internal stakeholders e.g. Middle Office, Legal, Compliance, Sales Operations, Billing
Actively contribute to strategy implementation, special projects and ad-hoc initiatives/campaigns
Minimum of Undergraduate / First Level degree (or equivalent) preferably in Finance, Accounting, Business or Economics
Previous experience in the financial services industry in a business development, sales or client relationship role
Demonstrate solid working knowledge of Capital Markets and is able to consistently apply knowledge to their existing role
Language skills - English and German verbal and written. Any other additional language(s) would be advantageous
Very good communication skills, both oral and written
Knowledge of Microsoft Office and Salesforce; well versed in Powerpoint and able to produce high quality commercial material
Understand main financial instruments, key characteristics and dynamics of capital and credit markets
Able to read financial statements to identify financial needs and understand capital markets strategies
Good understanding of Moody's service and product suite, contracts and general conduct of business
Ability to work under tight deadlines
Highly organised with ability to multi-task, excellent time management skills
Ability to work effectively with a geographically diverse and multi-cultural team
Moody's is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender expression, gender identity or any other characteristic protected by law.
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.