Client Partnership Director

About Yodlee

Yodlee is a leading provider of financial data aggregation and open banking solutions, helping banks, fintechs, and enterprises deliver innovative digital experiences through secure, connected financial data.

About the role

The Sales Director is responsible for driving aggressive revenue growth through the acquisition of new and existing clients and expansion into untapped markets. This highly performance-driven "hunter" role focuses on identifying, prospecting, engaging, and closing new business opportunities with financial institutions, fintechs, and enterprise organizations. The Sales Director develops and executes strategic sales plans, builds executive-level relationships with prospective clients, and consistently exceeds new bookings and revenue targets. Success in this role is measured by pipeline creation, new logo acquisition, sales velocity, and quota attainment.

What you'll do

• Generate and close new business opportunities through proactive outbound prospecting, networking, referrals, industry events, and targeted account strategies.
• Consistently achieve and exceed quarterly and annual new bookings, revenue, and pipeline generation targets.
• Build, manage, and maintain a robust sales pipeline through disciplined prospecting and account penetration activities.
• Identify and engage executive decisionmakers at financial institutions, fintechs, credit unions, and enterprise organizations.
• Develop strategic account plans for targeted prospects designed to accelerate market penetration and competitive displacement.
• Lead the entire sales cycle from initial outreach through contract negotiation and successful close.
• Conduct high-impact executive presentations, demonstrations, and business discussions that clearly articulate the value of Yodlee's solutions.
• Collaborate with Marketing, Product, Solutions Engineering, and Executive Leadership to develop winning sales strategies and proposals.
• Develop compelling business cases and return-on-investment analyses that demonstrate measurable value to prospective customers.
• Leverage CRM tools to accurately manage opportunities, forecast sales activity, track pipeline progression, and provide visibility into expected bookings.
• Identify and capitalize on competitive replacement opportunities and market expansion initiatives.
• Negotiate commercial terms, pricing, contracts, and agreements within established approval guidelines.
• Maintain current knowledge of industry trends, competitive offerings, regulatory developments, and emerging financial technology solutions.
• Represent Yodlee at conferences, trade shows, client meetings, and industry networking events to generate new opportunities and enhance brand visibility.
• Work with implementation and customer success teams to ensure a smooth transition following contract execution while maintaining primary focus on new business development.
• Comply with all corporate legal, compliance, risk management, and internal control requirements.

Preferred Candidate Profile

• Demonstrated success exceeding new business sales quotas in SaaS, fintech, data, banking technology, or enterprise software environments.
• Proven track record of opening new accounts and generating revenue from net-new customers.
• Experience selling to C-level executives within banks, credit unions, fintechs, and financial services organizations.
• Strong prospecting, networking, and business development skills.
• Highly competitive, self-motivated, and results-oriented with a relentless focus on closing business.
• Comfortable operating in a fast-paced environment where performance is measured by pipeline creation, bookings, and revenue generation.

Required Experiences

• 8+ years of successful enterprise software, SaaS, fintech, data solutions, or financial technology sales experience.
• 5+ years of experience selling directly to executive-level decision makers within banks, credit unions, financial institutions, fintechs, or other enterprise organizations.
• Demonstrated track record of consistently achieving or exceeding annual new business revenue and bookings quotas.
• Proven success generating net-new business through prospecting, cold outreach, networking, referrals, and strategic account targeting.
• Experience managing complex sales cycles involving multiple stakeholders, legal review, procurement, and executive approvals.
• Strong experience negotiating enterprise contracts and commercial agreements.
• Proficiency with CRM platforms such as Hub Spot and sales forecasting methodologies.
• Experience presenting business solutions and value propositions to C-suite executives and senior leadership teams.

Qualifications

• Experience selling open banking, data aggregation, digital banking, financial wellness, personal financial management (PFM), payment, lending, or financial data solutions.
• Established network of relationships within banking, wealth management, fintech, and financial services sectors.
• Demonstrated ability to penetrate highly competitive accounts and successfully displace incumbent providers.
• Experience working within high-growth, performance-driven sales organizations.
• Familiarity with consultative selling methodologies such as MEDDICC, Challenger Sale, Sandler, or Miller Heiman.
• History of ranking among top sales performers and earning President's Club, Chairman's Club, or similar sales achievement recognition.

Compensation & Incentives

• 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 on-target earnings (OTE) consisting of base salary plus variable incentive compensation.

Performance Expectations

• This is a quota-carrying, performance-based hunter role focused primarily on acquiring new customers and generating net-new revenue. Employees are expected to demonstrate meaningful progress toward pipeline generation, opportunity creation, and bookings attainment within the first 90 days of employment. Continued employment is contingent upon achieving established sales performance milestones and maintaining sustained contribution to company revenue objectives.

Supervisory Responsibility

• This position does not have supervisory responsibilities.

Travel

• 50% - 75%

Work Environment

• This position operates in a remote, work‑from‑home environment. The role routinely uses standard business technology such as a computer, phone, video conferencing tools, and other digital collaboration platforms to perform job responsibilities.

Physical Demands

The physical demands described here are representatives of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee should be able to do or have the following:

• Ability to lift and carry 25 pounds.
• Sufficient clarity of speech and hearing or other communication capabilities, which permits employee to communicate effectively.
• Sufficient manual dexterity, which permit the employee to perform routine office duties.
• Sufficient personal mobility and physical reflexes to perform office duties and travel when necessary to off-site locations.

** All of the above physical requirements to be met with or without reasonable accommodation.