Yodlee, with its rapidly growing customer and user base, is seeking a ‘Client Partner' professional. The Client Partner role acts as the primary relationship management executive for our Financial Institution clients. The focus of the role is to become the trusted advisor with clients on existing Yodlee solutions to deliver growth and ongoing client satisfaction and success of each assigned Yodlee client. These goals will be achieved by 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, and partnering with assigned clients to implement programs leveraging 'best practice' approaches. To ensure ongoing support by the organization, you will provide regular updates and business reviews to Senior Management at Yodlee and collaborate with internal teams (Product, Marketing, Professional Services) to communicate client needs and strategies.
You have strong persuasion skills and leadership presence in order to open doors to achieve results. You have the 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.
What competencies will you have –
Team player mentality, commitment to quality & detail, superb verbal/written communication and presentation skills. Analytical and can quickly identify, understand technology issues; discuss/recommend innovative solutions. Strength in negotiation skills.
What your performance objectives will be –
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.
How will your lofty goals be translated into specific actions/short term goals -
Within the first 30 days, you will understand the structure of the organization and your cross-functional partners, understand the product set and product features within your customer portfolio, have participated in customer meetings to listen and learn as other Yodlee team members talk about our products. You will understand key performance indicators for your customers and be analyzing how you can impact those KPI’s.
By the end of the first quarter, you will be able to state our value proposition, contribute to Account Management activities, identify opportunities and areas of concern, independently engage internal resources, and be knowledgeable about the products and business strategies of your assigned portfolio of customers.
By the end of the first six months, you would have successfully met all assigned customers by phone and in person. You will have presented to assigned clients, including key performance indicators, trends in revenue, key initiatives underway (with Yodlee), and immediate opportunities for pursuit. You will have scheduled quarterly business reviews / strategy sessions with customers. You will be forecasting your usage and user trends and providing insight into actions you will take to achieve it. You will present an account plan with your other Account Team peers that provides plans for growing revenue on your base of customers.
What’s in it for you? (EVP – Employee Value Proposition) -
You gain the opportunity to be a part of a fast-growing Fin-Tech SaaS, eco-system with path for growth across the Financial Services, consumer services, and wealth segments.
You will have the opportunity for over-achievement on target variable compensation.
Autonomously run your portfolio of business with guidance and support from tenured team members and cross-functional partners
Daily exposure and participation in FinTech, SaaS platform opportunities, Financial Services sales & servicing, and Executive Team interaction.
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