About Yodlee

Yodlee is a pioneer in financial data aggregation and data analytics. We provide our customers with the power and reach to connect to thousands of financial institutions worldwide to securely access financial information. Through our connections, tens of millions of users access their data daily to leverage valuable services provided by our customers like personal finance management, wealth management, personal/business accounting, loan applications, insights, and more.

About the role

We are seeking a Client Partnership Director. The Client Partnership Director is accountable for driving revenue growth by selling and expanding Yodlee solutions across assigned clients and prospects. This role owns executive-level relationships with large financial institutions, leads sales and renewal motions, and aggressively expands adoption of digital financial technology. By aligning client needs to Yodlee’s value proposition, the Client Partnership Director consistently meets or exceeds bookings, expansion, and renewal targets while uncovering new growth opportunities.

What you'll do

• 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

Qualifications

• 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

Compensation & Incentives (More Explicit / SalesFocused) 

• 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.