Business Development Director

Confirmed live in the last 24 hours



501-1,000 employees

Data aggregation and analytics for finance

Data & Analytics


Berwyn, PA, USA

Required Skills
  • Bachelor’s degree preferred
  • 5+ Years of consultative selling
  • Drive revenue though new logos and have the capability to drive and lead sales with existing customer relationships
  • Generating leads by collaborating with Marketing, Enterprise Consulting and all other means available
  • Ability to work in matrix environment with exposure to sell various lines of business within Envestnet
  • Proven ability to meet or exceed annual individual sales goals and objectives within the prescribed time frame
  • Able to accurately assess pipeline, revenue opportunity and closing dates
  • Ability to work with various teams and business units within the organization to drive new business initiatives
  • Work with the various teams within Envestnet on solution definition and creating value proposition for customers and opportunities
  • Understanding of technology and vertical platforms in order to strategize & craft solutions (along with pre-sales teams) to match customer needs is essential
  • Working closely with head of sales to strategize and evaluate new business opportunities
  • Identifying market trends, use cases and staying current with best practices in the industry identify opportunity and capitalize
  • Identifying prospective clients & create market plan for the identified territory/market segment
  • Building and developing strong relations with senior executive and C levels, developing new business insights, and strategy to gain access and execute
  • 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

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