Senior Associate - Relationship Management (RM) Senior Associate - Relationship Management (RM) …

Moody's
in London, England, United Kingdom
Permanent, Full time
Be the first to apply
Competitive
Moody's
in London, England, United Kingdom
Permanent, Full time
Be the first to apply
Competitive
Moody's
Senior Associate - Relationship Management (RM)
Job Description
The Role / Responsibilities:

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. Sr. Associate may have more specific responsibilities to support RM franchise coordinators and specialists as well as special assignments.

Key Responsibilities

• Support portfolios of new and existing customers across the EMEA region

• Part of a team that provides crucial sales support to ensure premium delivery of customer service

• Works autonomously with some supervision by HoSS, SRH, RM or AE

• Assist RMs/AEs in managing prospects and existing relationships through their entire life-cycle

• Prepare materials for metings (new/existing) and support follow-up items post meeting

• Complete sales process admin in Salesforce (creating opportunities and accounts, , ensuring approvals are kept appropriately, sending commercial offers to customers, side letters, arranging time lines for management meetings with customer/ratings group

• Support SRHs in strategy implementation & other projects, with involvement of HoSS

• Participate in creating pricing and method exceptions for senior members of the team to present at the Pricing Approval Ctee

• Expected to attend and participate in 20+ in person joint meetings with AMs, RMs and SRHs including existing customers customers, prospects in the assigned sub-regions

• Responsible forpreparing 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

• Support information gathering and research for the RMs and AEs, for example collect data and documents for Request For Proposals/Tender responses.

• Produce relevant Issuer Value Statements data, charts, and other information to support tailor-made Commercial presentations

• Under supervision of senior members of the team, 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

• Provide administrative support on projects, regulatory tasks, Marketing Campaigns as directed

• 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 and for accuracy and completeness of data entered

• Direct customer interaction depending on business need

• Work closely with key internal stakeholders e.g. Middle Office, Legal, Compliance, Sales Operations, Billing/Collections team

• Actively contribute to special projects and ad-hoc initiatives/campaigns

Qualifications

Requirements

• 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 is desirable

• Demonstrate solid working knowledge of Capital Markets and is able to consistently apply knowledge to their existing role

• Language skills: 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 good quality promotional material (presentations, pre-meeting fact sheets etc.)

• Understand main financial instruments, key characteristics and dynamics of capital and credit markets

• Able to read financial statements to identify financial needs and understand financial strategies

• Good understanding of Moody's service and product suite, contracts

• 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

• Team player

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.

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