Assistant / Associate Director Workflow Specialist - KYC & Data Solutions
Cape Analytics
Posted Jul 14, 2026
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Assistant / Associate Director Workflow Specialist - KYC & Data Solutions
London, England
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Posted
07/13/2026
Job reference
14150
Experience level
Experienced Hire
Job category
Sales & Marketing
Line of business
SALES
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 Competencies5+ years of experience in direct, business to business sales, with a focus on financial services institutions and/or corporate treasury clientsProven track record selling data, analytics, and/or KYC software solutions, ideally into complex, regulated environmentsWorking knowledge of compliance workflows including Know Your Customer (KYC), Know Your Business (KYB), sanctions screening, adverse media monitoring, third-party risk management, beneficial ownership verification, and regulatory due diligence processes within insurance industry (preferred)Strong foundational knowledge of the global financial services industry, including market dynamics, regulatory drivers, and customer business needsAbility to effectively communicate both high level value propositions and deliver detailed product demonstrations to diverse stakeholder audiencesDemonstrated experience applying consultative selling methodologies to uncover client needs and position tailored solutionsProven ability to manage an accurate sales pipeline end to end, from initial prospecting through to deal closure and contract executionSkilled at establishing, developing, and sustaining trusted relationships within client accounts, including engagement with senior executives, as well as key internal stakeholdersBasic understanding of artificial intelligence concepts, with curiosity and enthusiasm for learning how AI enabled tools can enhance workflows, improve efficiency, and support responsible AI practicesEducationUndergraduate/first-level degree (e.g., Bachelor’s degree) required, with coursework in business, economics, finance, marketing or related fieldsResponsibilitiesThis role partners closely with sales colleagues and cross functional stakeholders to drive the end to end sales process for a portfolio of data, analytics, and software solutions supporting complex, regulated Insurance clients. Key responsibilities include:Own and execute the full sales lifecycle for sophisticated data, analytics, and compliance focused software solutions, from prospect identification and qualification through deal negotiation...