Service Account Specialist
Posted on 2/2/2024
INACTIVE
Yodlee

501-1,000 employees

Data aggregation and analytics platform
Company Overview
Yodlee's mission is to help as many Americans as possible to see their complete financial data.
Data & Analytics
Fintech

Company Stage

N/A

Total Funding

$742M

Founded

1999

Headquarters

Redwood City, California

Growth & Insights
Headcount

6 month growth

-9%

1 year growth

-19%

2 year growth

-43%
Locations
Remote in USA • Berwyn, PA, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Sales
Zendesk
CategoriesNew
Sales & Account Management
Requirements
  • Bachelor’s degree in finance, business administration, or similar field
  • Minimum 2 to 5 years of account management or experience in a similar relationship-centric role
  • Proven ability to advocate for clients in front of an executive audience
  • Experience communicating with clients via phone and email in a fast-paced environment
  • Ability to work as part of a team with minimal supervision in a results-oriented and highly dynamic environment
  • High proficiency with Microsoft Office Suite including Outlook; Zendesk, Jira is a plus
Responsibilities
  • Connect with clients, demonstrating ownership of the client experience, and developing real relationships
  • Flex analytical abilities in reviewing complex client situations involving contract language, pricing, organizational changes, etc.
  • Partner with Legal and Sales for upsells and renewals as a key contributor to our 94% client retention rate
  • Bring together resources from all levels as needed to provide responsive support to escalated client issues
  • Identify clients who will benefit from our different product and integration solutions and explain technical functionality and application workflow at a high level
  • Create and assist clients in executing statement of work documents for all types of clients projects
  • Coordinate consulting calls for the purpose of scoping projects and providing estimates of project hours
  • Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested
  • Understand and readily support Envestnet's established corporate business practices, policies, internal controls, and procedures designed to create value or minimize risk
Desired Qualifications
  • High proficiency with Zendesk and Jira