Senior Engagement Strategist - Excel Add-in

21 Jul 2017
15 Aug 2017
Contract Type
We're looking for a dynamic, results-oriented Engagement specialist who will partner with clients and prospects to help them make the best use of our cutting-edge Excel Add-in platform. The role will involve educating clients on the value proposition of the Moody's Analytics Add-in for Excel and working in close partnership with clients to expand their use of the platform. Success in this role will depend on the ability to understand customer workflows and how to position the Excel Add-in tool to enhance customers' day-to-day processes. The role will also include synthesising customer feedback for the product management team.

Key Responsibilities
  • Drive adoption of the Excel Add-in platform by providing individualized training and guidance.
  • Expand usage of the platform by customizing spreadsheets and reports for users.
  • Participate in customer engagement activities to drive adoption, reliance and retention of services.
  • Lead multiple projects with support from more Senior members of the team
  • Develop training material
  • Contribute to the development of collateral material to support customer engagement and drive growth
  • Support achievement of sales targets
  • Work with the Product Management and Sales teams to identify and engage with key customer accounts.
  • Partner with Excel Add-in product management team to prioritize enhancements based on customer feedback.


Moody's Analytics Content Division offers research, data and analytics to help clients measure and manage their exposures. We serve the largest institutions (e.g., banks, corporations and governments) globally.


  • Undergraduate degree (or equivalent) preferred
  • Experience in a market data provider, financial services firm, technology firm or consultancy.
  • Advanced Excel skills including experience with VBAs and formula construction.
  • Excellent communication and effective interviewing skills
  • Strong organizational skills
  • Strong quantitative and analytic skills
  • Ability to quickly understand client needs and formulate corresponding solutions.
  • Ability to work both independently and in a team environment
  • Experience in leading projects

Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. Moody's Corporation (NYSE: MCO) is the parent company of Moody's Investors Service, which provides credit ratings and research covering debt instruments and securities, and Moody's Analytics, which offers leading-edge software, advisory services and research for credit and economic analysis and financial risk management. The Corporation, which reported revenue of $3.5 billion in 2015, employs approximately 10,400 people worldwide and maintains a presence in 36 countries. Further information is available at .

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 or any other characteristic protected by law.

MIS and MSS Candidates are asked to disclose securities holdings pursuant to Moody's Policy for Securities Trading. Employment is contingent upon compliance with the Policy, including remediation of positions in those holdings as necessary.

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