Client Partnership Director
Posted on 2/7/2023

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.
United States
Experience Level
Desired Skills
Customer Service
Customer Success & Support
  • 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
  • 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