Client Partnership Director

Confirmed live in the last 24 hours



501-1,000 employees

Data aggregation and analytics for finance

Data & Analytics


Remote in USA

Required Skills
Customer Service
  • Bachelor’s Degree
  • MBA preferred
  • 8 years of experience in a previous account management role
  • 5+ years of software sales experience in Cloud based / SaaS based solutions
  • 4 years of experience in a technology or financial services field
  • Strategic Account Management and Relationship Management skills
  • Proven track record in attaining and exceeding quota-based metrics
  • Familiarity working with financial institution clients and within a digital services environment
  • Background in Consulting or Professional Services
  • Experience in a Technology Firm, preferably SaaS or Enterprise Account Management
  • Experience in Wealth technology
  • Strong persuasion skills and leadership presence with ability to interact with C-level players
  • Ability to articulate the value proposition of financial services technology products
  • Self-starter with perseverance, dedication, and commitment
  • Team player mentality
  • Superb verbal/written communication and presentation skills
  • Analytical skills to understand technology issues and recommend solutions
  • Negotiation skills
  • Creating and maintaining quarterly client revenue goals
  • Leading client interactions to identify strategic goals and opportunities
  • Establishing strategic planning sessions with clients
  • Partnering with clients to implement programs
  • Prospecting new logo opportunities and decision makers
  • Providing regular updates and business reviews to Senior Management
  • Selling to mid-market prospects and clients
  • Achieving annual booking sales quotas
  • Forecasting sales opportunities accurately
  • Identifying and capitalizing on expansion opportunities
  • Negotiating pricing and contractual agreements
  • Providing exceptional customer service and relationship management
  • Managing new customer onboarding and adoption of best practices
  • Consulting with customers to ensure adoption and engagement
  • Developing renewal strategies and upsell opportunities
  • Identifying integration and expansion opportunities
  • Managing contracts and amendments process
  • Planning and conducting customer summits and strategy sessions
  • Adhering to Envestnet legal, compliance, and risk policies

Envestnet | Yodlee is a global leader in data aggregation and analytics, offering solutions for consumers and financial institutions, including data aggregation, analytics, account verification, and APIs for personalized FinTech experiences with comprehensive and accurate data. Their technology products encompass data aggregation, analytics, account verification, and easy-to-implement APIs, catering to the needs of over 1,400 financial institutions and FinTech companies, including 15 of the top 20 U.S. Banks.

Company Stage


Total Funding



Redwood City, California



Growth & Insights

6 month growth


1 year growth


2 year growth



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