Client Partnership Director
Yodlee
- New York, New York, United States
- New York, New York, United States
About
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
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.
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Languages
- English
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