Associate Director Workflow Specialist

Associate Director Workflow Specialist

Full-Time 70000 - 90000 £ / year (est.) Home office (partial)
PassFort

At a Glance

  • Tasks: Drive sales for innovative data and analytics solutions in the financial services sector.
  • Company: Join Moody's, a global leader in risk assessment and analytics.
  • Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
  • Other info: Dynamic environment with a focus on diversity and inclusion.
  • Why this job: Be part of a team transforming how the world sees risk with cutting-edge technology.
  • Qualifications: 7+ years in B2B sales, preferably in financial services, with strong consultative skills.

The predicted salary is between 70000 - 90000 £ per year.

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
  • Typically 7+ years of experience in direct, business to business sales, with a focus on financial services institutions and/or corporate treasury clients
  • Proven track record selling data, analytics, and/or KYC software solutions, ideally into complex, regulated environments
  • Strong foundational knowledge of the global financial services industry, including market dynamics, regulatory drivers, and customer business needs
  • Ability to effectively communicate both high level value propositions and deliver detailed product demonstrations to diverse stakeholder audiences
  • Demonstrated experience applying consultative selling methodologies to uncover client needs and position tailored solutions
  • Proven ability to manage an accurate sales pipeline end to end, from initial prospecting through to deal closure and contract execution
  • Skilled at establishing, developing, and sustaining trusted relationships within client accounts, including engagement with senior executives, as well as key internal stakeholders
  • Basic understanding of artificial intelligence concepts, with curiosity and enthusiasm for learning how AI enabled tools can enhance workflows, improve efficiency, and support responsible AI practices
Education
  • Undergraduate/first-level degree (e.g., Bachelor’s degree) required, with coursework in business, economics, finance, marketing or related fields
Responsibilities
  • Own and execute the full sales lifecycle for sophisticated data, analytics, and compliance focused software solutions, from prospect identification and qualification through deal negotiation and closure
  • Assess client needs across complex and regulated environments, providing tailored strategic guidance, solution positioning, and value based recommendations aligned to client objectives
  • Develop and deliver account level and territory sales strategies to consistently meet or exceed annual revenue and growth targets
  • Lead go to market execution for named Insurance accounts, with a focus on London Market P&C insurers and insurance brokers
  • Partner with Solution Specialists and internal stakeholders to build client proposals and deliver targeted, needs based demonstrations and presentations
  • Act as a trusted advisor to clients by applying market insight, product knowledge, and technical understanding across Moody’s data, analytics, and software capabilities
  • Provide accurate sales forecasting, pipeline management, and market insights to sales leadership and internal partners
  • Operate effectively in a dynamic, client facing environment, with up to 50% travel required to support in person client engagement, alongside the flexibility of a hybrid working model
About The Team

The Insurance Sales team drives the growth of Moody’s Analytics by delivering integrated, high-impact solutions that support insurers across underwriting, pricing, reserving, capital management, and risk analytics. The Casualty WFS team plays a critical role within the Insurance segment, partnering closely with Product, Strategy, and Delivery teams to bring the full strength of Moody’s expertise to insurance clients across Europe.

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.

Associate Director Workflow Specialist employer: PassFort

At Moody's, we pride ourselves on fostering an inclusive and innovative work environment where every employee is empowered to contribute their unique perspectives. As a global leader in risk assessment, we offer exceptional growth opportunities, competitive benefits, and a dynamic culture that encourages collaboration and continuous learning. Located in the heart of London, our team thrives on tackling complex challenges while enjoying the flexibility of a hybrid working model, making it an ideal place for professionals eager to make a meaningful impact in the financial services sector.

PassFort

Contact Details:

PassFort Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Associate Director Workflow Specialist

Tip Number 1

Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that dream job.

Tip Number 2

Prepare for those interviews by researching Moody's and understanding their values. Be ready to discuss how your experience aligns with their mission of turning risks into opportunities. Show them you’re not just another candidate!

Tip Number 3

Practice your pitch! You’ll need to communicate your value proposition clearly, especially when discussing complex solutions. Role-play with a friend or use our resources to refine your delivery and boost your confidence.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, if you don’t meet every requirement, still throw your hat in the ring—Moody's values diverse perspectives and might see something special in you!

We think you need these skills to ace Associate Director Workflow Specialist

Business to Business Sales
Financial Services Knowledge
Data Analytics Software Solutions
KYC Software Solutions
Consultative Selling Methodologies
Sales Pipeline Management
Relationship Building

Some tips for your application 🫡

Show Your Passion:When writing your application, let your enthusiasm for the role shine through! We want to see how excited you are about the opportunity to work with us at Moody's and how you can contribute to our mission of turning risks into opportunities.

Tailor Your Application:Make sure to customise your CV and cover letter to highlight your relevant experience and skills. We love seeing how your background aligns with the specific requirements of the Associate Director Workflow Specialist role, so don’t hold back!

Be Clear and Concise:Keep your application straightforward and to the point. We appreciate clarity, so make sure your key achievements and experiences are easy to spot. Use bullet points where possible to break up text and make it more digestible.

Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do—just follow the prompts!

How to prepare for a job interview at PassFort

Know Your Stuff

Make sure you brush up on your knowledge of the global financial services industry. Understand the market dynamics and regulatory drivers that affect Moody's clients. This will help you speak confidently about how you can add value to their operations.

Showcase Your Sales Skills

Prepare to discuss your experience with consultative selling methodologies. Be ready to share specific examples of how you've uncovered client needs and tailored solutions in complex environments. This will demonstrate your ability to manage the full sales lifecycle effectively.

Communicate Clearly

Practice articulating high-level value propositions as well as detailed product demonstrations. Tailor your communication style to different stakeholders, showing that you can engage with both senior executives and technical teams seamlessly.

Embrace Curiosity

Express your enthusiasm for learning about AI and how it can enhance workflows. Share any relevant experiences or insights you've gained about AI tools, as this aligns with Moody's focus on innovation and adapting to new technologies.