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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鈥憈erm 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
路聽聽聽聽 Serve as a trusted advisor to both established and emerging clients, providing insights and best practices to help them maximize value from Yodlee鈥檚 products.
路聽聽聽聽聽聽聽聽 Manage post鈥憇ales relationships to ensure customer satisfaction, retention, and long鈥憈erm success.
路聽聽聽聽聽聽聽聽 Guide clients on adoption and engagement across the full Yodlee product suite.
路聽聽聽聽聽聽聽聽 Act as an escalation point and collaborate with Client Services and Support teams to advocate for client needs.
路聽聽聽聽聽聽聽聽 Partner with internal teams鈥攊ncluding Product, Marketing, and Professional Services鈥攖o communicate client priorities and ensure successful delivery of commitments. Lead and execute renewal discussions to maintain account revenue.
Qualifications
路聽聽聽聽聽聽5-10+ years of experience in Customer Success, Strategic Account Management, Consulting, Fintech, or Enterprise SaS
路聽聽聽聽聽聽聽Proven track record owning large strategic client portfolios.
路聽聽聽聽聽聽聽聽 Experience driving retention, renewals, and expansion revenue.
路聽聽聽聽聽聽聽聽 Strong executive presence and ability to influence senior decision makers.
路聽聽聽聽聽聽聽聽 Experience building teams, mentoring talent, and scaling client success operations.
路聽聽聽聽聽聽聽聽 Strong analytical, communication, and problem-solving skills.
. Experience in fintech, banking, financial services, data platforms, or SaaS is a plus
路聽聽聽聽聽聽聽聽 Strategic thinker with strong operational and commercial instincts.
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