Full-Time

Senior Technical Account Manager

Confirmed live in the last 24 hours

Yodlee

Yodlee

501-1,000 employees

Data aggregation and analytics for finance

Data & Analytics
Fintech
Financial Services

Senior

No H1B Sponsorship

Berwyn, PA, USA

Telecommuting permitted.

Category
Customer Success Management
Sales & Account Management
Required Skills
JavaScript
SQL
Requirements
  • Bachelor's degree in Computer Science, Computer Engineering, Electrical/Electronic Engineering, or a related field (or foreign equivalent) plus 7 years of experience in related occupations
  • Alternatively, a Master's degree in Computer Science, Computer Engineering, Electrical/Electronic Engineering, or a related field (or foreign equivalent) plus 5 years of experience in related occupations
  • 5 years of experience in the following: (1) Web technology standards: RESTful Services, JavaScript; (2) SQL concepts and networking concepts; (3) Strong analytical and problem-solving skills; (4) Debugging and testing applications; (5) Various Customer Relationship Management applications
  • Authority to work permanently in the U.S.
Responsibilities
  • Managing the wealth management sector and driving high customer satisfaction
  • Lead implementation of Envestnet technology products with clients, supporting the implementation of the Software Product
  • Conduct training with customers to provide training on Envestnet tools and best practices on troubleshooting issues with Envestnet product
  • Reviewing success criteria for clients and driving innovations and process changes that enable our client services team to maintain/exceed satisfaction levels
  • Conducting account review meetings with clients and client services
  • Proactively tracking key performance indicators (KPIS) for clients and engaging with stakeholders to maintain/exceed expected ranges
  • Responsible for continuous service delivery, SLA and release management
  • Overseeing case management for clients and engaging various internal teams (client services, sustaining engineering, operations) to drive high impact/severity cases to resolution
  • Provide feedback to the business on client needs in order to drive product road map
  • Serving as escalation point for critical client escalations

Yodlee provides data aggregation and analytics services to financial institutions, fintech companies, and retail clients in the financial technology sector. The company collects and organizes financial data from various sources, which is then used to deliver insights for wealth management, financial wellness, and personalized financial advice. Yodlee's clients include banks, credit unions, investment firms, and fintech startups that need accurate financial data to enhance their offerings. The company operates on a subscription and licensing model, charging fees for access to its data services and analytics tools. Yodlee also offers specialized products like transaction data enrichment and virtual financial assistants, which help clients turn raw data into actionable insights. The goal of Yodlee is to help its clients improve their services and achieve their strategic objectives through better data utilization.

Company Stage

Acquired

Total Funding

$160.8M

Headquarters

Tredyffrin Township, Pennsylvania

Founded

1999

Simplify Jobs

Simplify's Take

What believers are saying

  • Yodlee's open banking initiatives position it for growth in secure data sharing solutions.
  • Partnerships with firms like Ocrolus enhance Yodlee's service offerings and data processing efficiency.
  • Integration with HeirWealth highlights Yodlee's asset tracking capabilities for high net worth families.

What critics are saying

  • Loss of key personnel like COO Arun Anur could disrupt strategic initiatives.
  • Shift to API-driven data aggregation may require significant technology investments.
  • Increased competition from platforms like Plaid could erode Yodlee's market share.

What makes Yodlee unique

  • Yodlee offers comprehensive data aggregation and analytics for financial institutions and fintechs.
  • The company provides specialized products like transaction data enrichment and virtual financial assistants.
  • Yodlee's subscription model ensures long-term client relationships and ongoing support.

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Benefits

Medical (High Deductible Health Plan, Kaiser HMO and PPO), Dental, Vision

401(k) Match

On-site Flu Shots

On-site Biometrics Screening

Employee Assistance Program (EAP)

Life Insurance and AD&D

Short and Long Term Disability

On-site Gym

Fully Stocked Kitchen

Tuition Reimbursement

Employee Referral Bonus

Casual Dress Code

Mobile Reimbursement