Business Development Associate
Posted on 12/22/2022
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

-8%

1 year growth

-18%

2 year growth

-42%
Locations
Raleigh, NC, USA • Berwyn, PA, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Sales
Communications
Data Analysis
Requirements
  • B.S. or B.A. College Degree
  • Experience and/or interest working in companies with Analytics, Data or other SaaS/PaaS platforms
  • Excellent English communication and presentation skills
  • Ability to produce clear, concise, informative documentation to support overall business development strategy and execution
  • Proven track record of adding value across sales activities
  • Ability to interact with all level of players, ability to penetrate accounts across Line of Business and IT organizations
  • Demonstrated teamwork and collaboration skills, and strong business acumen
  • Excellent interpersonal skills: must be able to build, maintain, and expand relationships
  • Travel required: up to 20%
Responsibilities
  • Work with Sales Executives across all our Verticals - Technology, Banking, Wealth and Research
  • Effective, timely and accurate work for sales executives in helping build pipeline
  • Identify and capitalize on expansions within assigned client accounts
  • Identify and develop strategic alignment with key third party influencers
  • Lead meetings on the phone, with prospects executives, senior-level managers, and decision-makers in current and new markets
  • Understand the prospects key business drivers and business issues and optimize Envestnet D&A positioning of products/platforms within the prospect to address their needs
  • Effectively collaborate with cross functional teams internally
  • Keep abreast of technology industry knowledge, market and consumer behavior trends and understand impact to customer base
  • 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
  • As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk