Banking Relationship Manager

1 week ago


Montréal, Canada Moody's Full time

This role is responsible for working with other sales colleagues and other internal stakeholders to drive the sales process for a set of complex products or services. Key activities include identifying and qualifying prospects, initiating new sales activity and managing sales cycles to closure. Additionally, the role requires the assessment of client needs and providing clients with specific strategic guidance and product overviews.
- Build and execute on 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 Solution Specialists 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.
- Build and maintain strong relationships with 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.
- Identify additional products and services that clients may benefit from and introduce them appropriately into dialogue with clients.
- Act as the market expert and provide product/service use cases during the sales cycle.
- Serve as the main liaison between the client service team, the client and the implementation services organization on each services opportunity.
- Coordinate Moody's Analytics responses to requests for product and services information from prospects and clients.
- Represent company at industry and company sponsored events, as required.
- Serve as functional and market expert to resolve client issues through the use of interpersonal skills. Assist in the preparation and circulation of market insight 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 travel (approximately 20% to 40% of your time).
- Undergraduate/first-level degree (e.g., Bachelor’s degree) required, with coursework in business, economics, finance, marketing or related fields.
- 5+ years’ 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.
- Demonstrated ability to lead complex sales cycles to successful conclusion through use of consultative selling techniques.
- Excellent verbal/written communication and presentation skills.
- Ability to interact with senior executives both internally and externally.
- Ability to work both independently and within a team environment, with focus and high attention to detail.

We strive to be a world-class sales organization with our customers’ needs at the centre of everything we do. Our client base ranges from banks and financial institutions to insurance and asset management companies, as well as government institutions and professional services firms. As the bridge between our product teams and customers, we build mutually rewarding relationships that allow us to deliver the best solution for each customer challenge. An organization of motivated, curious, and teamwork-oriented people, we let our passion drive our business forward.

Moody's is a global integrated risk assessment firm that empowers organizations to make better decisions.

For US-based roles only: the anticipated hiring base salary range for this position is $76,200CAD to $134,050CAD, 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.



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