Client Success Manager

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. Qualifications 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 With 25+ years of trusted data connectivity and intelligence, we offer AI-powered innovation for financial leaders. Yodlee is a premier data aggregation and analytics platform that enables financial service providers to enhance business growth and customer satisfaction. 621 Hillsborough St, Raleigh, North Carolina 27603, US Varthur Hobli, Bangalore, IN Level39, One Canada Square Canary Wharf, London, London E14 5AB, GB Level 4 / 11 York Street, Sydney, NSW 2000, AU #J-18808-Ljbffr Yodlee