What are the responsibilities and job description for the Client Success Manager position at Yodlee?
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 Success Manager to oversee and grow client relationships across the Personal Finance Management, Wealth, Payments, Credit, and broader Fintech sectors. In this role, you will be responsible for protecting existing revenue, driving user adoption and engagement, and partnering with internal teams to ensure the long‑term success and satisfaction of each assigned Yodlee client.
The ideal candidate is proactive, organized, and experienced in managing a portfolio of customers through structured outreach programs, including monthly touchpoints, business reviews, and other strategic engagement activities.
What You'll Do
90,000 - 100,000 USD per year(Yodlee Headquarters)
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 Success Manager to oversee and grow client relationships across the Personal Finance Management, Wealth, Payments, Credit, and broader Fintech sectors. In this role, you will be responsible for protecting existing revenue, driving user adoption and engagement, and partnering with internal teams to ensure the long‑term success and satisfaction of each assigned Yodlee client.
The ideal candidate is proactive, organized, and experienced in managing a portfolio of customers through structured outreach programs, including monthly touchpoints, business reviews, and other strategic engagement activities.
What You'll Do
- Serve as a trusted advisor to both established and emerging clients, providing insights and best practices to help them maximize value from Yodlee’s products.
- Manage post‑sales relationships to ensure customer satisfaction, retention, and long‑term success.
- Guide clients on adoption and engagement across the full Yodlee product suite.
- Act as an escalation point and collaborate with Client Services and Support teams to advocate for client needs.
- Partner with internal teams—including Product, Marketing, and Professional Services—to communicate client priorities and ensure successful delivery of commitments. Lead and execute renewal discussions to maintain account revenue.
- 2 years of experience in client management, account management, or a related relationship‑focused role.
- Self‑motivated and proactive, with a strong commitment to customer success and satisfaction.
- Excellent communication and organizational skills, with the ability to manage a portfolio of ~50 clients.
- Proven ability to juggle multiple clients, tasks, and projects in a fast‑paced environment.
- Comfortable working under pressure while maintaining a customer‑first mindset.
- Experience working for or with financial institutions or within a digital services environment is a strong plus.
- Familiarity with Data Aggregation and/or Open Banking is highly desirable
90,000 - 100,000 USD per year(Yodlee Headquarters)