Client Partnership Director
Posted on 2/7/2023
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
United States
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Communications
Management
Marketing
Customer Service
Requirements
  • Bachelor's Degree, MBA preferred
  • 8 years of experience in a previous account management role
  • 4 years of experience in a technology or financial services field
  • Strategic Account Management and Relationship Management skills
  • Familiarity working with financial institution clients and within a digital services environment
  • You will have some background in Consulting or Professional Services, experience in a Technology Firm, preferably SaaS or Enterprise Account Management. Experience in Wealth technology would be a plus
  • Strong persuasion skills and leadership presence
  • Ability to create total confidence and trust with clients
  • You can articulate the value proposition that financial services technology products offer clients - specifically for retail banking, brokerage, and financial portals
  • You are a self-starter and demonstrate perseverance, dedication, and commitment
  • Team player mentality
  • Commitment to quality and detail
  • Superb verbal/written communication and presentation skills
  • Analytical and can quickly identify, understand technology issues; discuss/recommend innovative solutions
  • Strength in negotiation skills
Responsibilities
  • Creating and maintaining quarterly client revenue goals for each client
  • Becoming intimately familiar with clients' online offerings and related strategies
  • Leading client interactions to identify and agree on strategic account goals, measurement, and key opportunities
  • Establishing quarterly or semi-annual Strategic Planning sessions with assigned clients to ensure client strategic plans are reviewed and discussed
  • Partnering with assigned clients to implement programs leveraging 'best practice' approaches
  • Provide regular updates and business reviews to Senior Management at Envestnet | Yodlee and collaborate with internal teams (Product, Marketing, Professional Services) to communicate client needs and strategies
  • Provide exceptional customer service and relationship management responsibilities of large national Financial Institution customers
  • Manage new customer onboarding and work with new customer teams to ensure best practices are adopted as part of the deployment
  • Provide consulting to your customers on an ongoing basis to ensure adoption and engagement of the solution
  • Develop renewal strategies that address customer needs while providing for upsell opportunities
  • Identify opportunities for further integration of the solution and new areas to expansion to deliver Professional Services engagements with your customers
  • Create customer contracts and amendments
  • Plan, prepare, and conduct customer summits, customer planning sessions, customer strategy sessions to share solution performance, present roadmap plans, and capture areas for growth and expansion
  • 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