Facebook pixel

Client Partnership Principal Director
Confirmed live in the last 24 hours
United States
Experience Level
  • BA/BS degree
  • 10+ years of strategic account sales or relationship management experience
  • 7+ years of experience either selling or working within a technology provider for the Tech or FinTech space
  • Ability to travel up to 50%
  • Strong business acumen and experience in Account Management within a SaaS environment
  • Extensive knowledge of technology and how to apply technology to solve the customer's business needs across the customer lifecycle
  • Experience with 7 & 8+ figure renewals, revenue management and expansion
  • Demonstrated success employing a consultative approach to solutions, customer outcomes, and structured governance
  • Excellent listener with an aptitude for problem solving and deductive reasoning skills
  • Demonstrated ability to level up to the bigger picture and talk architecture and solutions as well as overall business goals, while digging into the details when required
  • Demonstrated success working in a fast-paced environment and an aptitude for sales from start to finish as well as focusing on account management, and customer success
  • Demonstrated ability to build strong internal and external relationships
  • Proven track record of managing client expectations and ability to help them use the product successfully
  • Effectively network within accounts from the C-Level down to achieve successful execution of the customer's Blueprint, where appropriate
  • Demonstrated ability to manage customer relation escalations for the accounts under management
  • Demonstrated success managing key leading and lagging KPIs, creating appropriate programs to influence
  • Programmatically manage and report on adoption plans and related work streams both with the customer and internally
  • Accountable for 2-3 named global customers; create and execute a go-to-market plan
  • Build strong relationships at senior levels and identify opportunities with strategic Enterprise, Tech and FinTech customers, leveraging influence to gain stakeholder support necessary to achieve expected results
  • Serve as a subject matter expert and consultative partner, leveraging knowledge of industry challenges and opportunities to build trust and respect with both internal and external customers
  • Identify gaps and opportunities to provide value; develop and implement creative solutions to complex problems, streamlining processes to achieve goals in effective ways
  • Demonstrate expertise in Envestnet D&A's products and solutions, including how they can be applied to the strategic accounts and broader vertical
  • Responsible for creating and executing a plan that delivers value to customers, clearly articulating the value that our solutions provide to customers and delivering meaningful, consistent growth to Envestnet
  • Serve as a trusted advisor, aligning closely with client strategy and designing a long-term partnership to achieve mutual goals
  • Achieve revenue growth objectives with targeted customers; meet and exceed overall targets through the retention and growth of assigned customers and by building new opportunities within the assigned customer
  • Leverage skills and industry experience to develop and implement best practices and provide trusted advice to drive long-term sustainable growth, while building trusted relationships with all contacts
  • Be the driver for account planning at both a strategic and tactical level, leveraging sales, client support, and professional services team members through the quarterly detailed account planning process, which includes account spend, key insights from the client's quarterly business reviews (QBR's), assessment of account's needs, proposed steps for growing account spend including introduction of new products/solutions/services
  • Present, propose, and drive contract renewal negotiations of all client solutions in assigned accounts
  • Provide accurate forecasting and status of activity in assigned accounts, as required
  • Responsible for renewal, new relationships, and pipeline objectives across the assigned customers
  • Must remain current in industry and technology best practices and trends, providing value-added solutions
  • Understand multiple use cases for Envestnet D&A product portfolio
  • 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
Desired Qualifications
  • Knowledge of Open Banking globally
  • Knowledge of embedded finance, data science, credit and payments

201-500 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.
  • 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