Senior Relationship Development Associate

hace 7 días

San Francisco, Heredia, Costa Rica Moody'S A tiempo completo

Moodys is a global integrated risk assessment firm that empowers organizations to make informed decisions.

As a Senior Relationship Development Associate, you will play a crucial role in supporting the Relationship Management and Business Development Teams. Your primary responsibility will be to provide office-based sales support, working closely with team members to manage relationships and grow mandates and revenue in assigned territories, regions, and lines of business.

Key Responsibilities:

  • Independently respond to customer inquiries, ensuring an excellent level of customer-centric service is provided.
  • Responsible for maintaining accuracy and completeness of data entered in Sales Force or other internal databases related to customer details, pricing, and fees.
  • Support senior team members in supervising transactions and relationship needs.
  • Assist senior members with information gathering and news monitoring, including collecting data and documents for Request For Proposals/Tender responses, gathering information on market development and trends, and identifying targets and cross-selling opportunities.
  • Provide administrative support on projects, regulatory tasks, marketing campaigns, etc., as advised.
  • May have occasional direct customer interaction, including teleconferences and coordinating/participating in customer meetings under the mentorship of a senior relationship management team member.

You will work closely with key internal collaborators, including but not limited to legal, billing/collections team, sales ops, compliance, etc., to address management and customer needs, such as resolving invoice issues.

In preparation for customer meetings, you will source and collate information, which may include credit research as advised by the Relationship Manager. Additionally, you will generate documentation such as fee brochures and pricing letters to support pricing approvals and exceptions related to the annual fee negotiation process.

What You Bring:

  • Minimum of an undergraduate/first-level degree (or equivalent) preferably in business administration, finance, or international relations.
  • 1-2 years of significant work experience in the financial services industry.
  • Demonstrate proven understanding of Capital Markets and consistently apply knowledge to your existing role.
  • Strong verbal, written communication, and interpersonal skills.
  • Ability to work optimally and supply to a large team with multifaceted strengths.
  • Ability to prioritize and meet tight deadlines.
  • Ability to be proactive and exercise initiative.
  • Strong experience in using MS Office, PowerPoint, and Excel.
  • Experience with CRM platforms, including Salesforce, is a plus.

Moodys 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.

The estimated salary for this position is $60,000 - $80,000 per year, depending on location and experience. Please note that this is a general estimate and may vary based on individual circumstances.

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