Client Partnership Director

🕒 April 12

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Yodlee

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1999

💳 Fintech

🔌 API

🤝 B2B

💰 $8.3M Venture Round - Yodlee on 2012-05

Fintech • API • B2B

Yodlee is a financial data platform that aggregates, enriches, and delivers permissioned account and transaction data via APIs to banks, fintechs, and enterprises. It provides open finance and account-aggregation services powering personal financial management, credit decisioning, wealth management, payment enablement, and business financial tools, positioning itself as an enterprise-grade, B2B partner for financial institutions and developers.

📋 Description

• Own revenue performance across assigned accounts, including quarterly revenue goals, annual booking quotas, renewals, upselling, and expansion opportunities • Develop a deep understanding of client digital strategies and offerings to serve as a trusted advisor • Lead executive-level client engagements to define strategic account objectives, success metrics, and growth initiatives • Plan and conduct quarterly and semi-annual strategic planning sessions, customer summits, and business reviews • Prospect and close new logo opportunities and expand engagement within existing accounts through cross-selling and new decision-makers • Accurately forecast sales opportunities on a weekly basis using CRM tools and provide regular updates to senior leadership • Negotiate pricing, contracts, renewals, and amendments within established approval guidelines • Partner cross‑functionally with Product/Engineering, and Client Success to align client needs, onboarding, integrations, and roadmap planning • Manage new customer onboarding and provide ongoing consultative support to ensure solution adoption, engagement, and value realization • Identify opportunities to expand professional services engagements and further integrate solutions across client platforms • Deliver exceptional relationship management for large national financial institution clients • Ensure adherence to all corporate legal, compliance, risk, and internal control policies, including required training and reporting.

🎯 Requirements

• Bachelor’s degree required; MBA preferred • 8+ years of account management experience, including 5+ years in SaaS/cloud-based software sales • Background in technology or financial services, ideally serving financial institutions in digital environments • Experience in consulting or professional services within a technology firm • Proven ability to meet and exceed quota-based sales targets with strong negotiation skills • Strategic relationship manager with executive presence and ability to engage C‑suite stakeholders • Strong communicator able to articulate the value of financial services technology (retail banking, brokerage, digital portals) • Analytical, self-driven team player with the ability to identify client needs and recommend innovative solutions.

🏖️ Benefits

• Compensation for this role includes a base salary and participation in a Sales Incentive Plan (SIP). • The SIP rewards performance against bookings, expansion, and renewal targets, with total ontarget earnings (OTE) consisting of base salary plus variable incentive compensation.