Client Partnership Director
Posted on 2/7/2023
INACTIVE
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