A leading data aggregation and data analytics platform for digital financial services
Client Partnership Director
Location
United States
Posted
72 days ago
Salary
0
Seniority
Lead
Job Description
Client Partnership Director
Yodlee
• 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.
Job Requirements
- 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.
Benefits
- 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.
Related Guides
Related Job Pages
More Client Partner Jobs
Client Manager – Marine Infrastructure
FothFoth is headquartered in Green Bay, Wisconsin and operates an additional 18 locations throughout the United States and globally. Foth is a publicly traded compa
• Manage client relationships and spearhead new business ventures. • Enhance opportunities for clients with complex environmental programs. • Leverage existing connections to develop new business. • Stay ahead of relevant regulations and lead proposal development. • Ensure client satisfaction and collaborate with project managers for project success. • Play a key role in strategic planning.
Fully remote | Complete engagement job Founded in Palo Alto by Dr. Andrew Ng and Israel Niezen, Factored helps U.S. companies build and scale world-class AI, ML, and Data teams, powered by the top 1% of LATAM talent, with a defining purpose: To empower brilliant humans, unleash their potential, and amplify their impact in the world. At Factored, you’ll be part of a community that values learning, ownership, and authenticity, where your growth is personal and your ideas matter. We’re transparent, curious, and collaborative. We strive for excellence, celebrate diversity, encourage curiosity, and build an environment where you can truly thrive. We are seeking a highly strategic and driven Enterprise Development Partner to help build and accelerate Factored’s enterprise pipeline. This role goes beyond traditional outbound prospecting — it requires thoughtful account targeting, executive-level engagement, and close partnership with Account Executives to penetrate complex organizations. You will be responsible for developing and executing outbound strategies focused on large, high-value enterprise accounts, engaging senior data, AI, and technology leaders, and generating qualified opportunities that drive long-term revenue growth. Functional Responsibilities: - Develop and execute strategic outbound plans targeting enterprise and Fortune-level accounts. - Conduct deep account research to understand organizational structure, business priorities, technology landscape, and potential entry points. Engage VP- and C-level executives (Data, AI, Engineering, Technology) through personalized, multi-threaded outreach strategies (email, phone, LinkedIn, video). - Generate high-quality pipeline for Account Executives by booking qualified meetings aligned with ICP and revenue goals. - Navigate complex enterprise environments by identifying champions, economic buyers, and key stakeholders. - Partner closely with Sales and Marketing to refine messaging, targeting, and outbound campaigns. - Maintain accurate CRM data and provide visibility into pipeline activity, conversion metrics, and account insights. Meet and exceed strategic pipeline targets, focusing on quality and revenue impact over volume alone. Qualifications: - 2–4+ years of experience in enterprise outbound sales (EDR, BDR, SDR), targeting mid-market and large enterprise accounts. - Proven experience engaging senior executives in B2B environments (ideally in AI, data, or software development services). - Strong strategic thinking and account-mapping skills, with the ability to navigate complex buying committees. - High level of personalization and executive communication skills. - Experience using outbound and research tools (e.g., Outreach, LinkedIn Navigator, Nooks, Claude, Hubspot, etc.). Resilient, self-motivated, and comfortable operating in a fast-paced, high-growth environment. - Strong collaboration skills and ability to align closely with Account Executives on account strategy #Li-Remote Our Benefits: - Ownership through equity participation. - Annual company retreat. - Education bonus for continuous learning. - Company-wide winter break. - Paid time off. - Optional in-person events and meetups. - Tailored career roadmaps. - High-performance culture. At Factored, we believe that passionate, smart people expect honesty and transparency, as well as the freedom to do the best work of their lives while learning and growing as much as possible. Great people enjoy working with other passionate, smart people, so we believe in hiring right, and are very selective about who joins our team. Once we hire you, we will invest in you and support your career and professional growth in many meaningful ways. We hire people who are supremely intelligent and talented, but we recognize that intelligence is not enough. Perhaps more importantly, we look for those who are also passionate about our mission and are honest, diligent, collaborative, kind to others, and fun to be around. Life is too short to work with people who don’t inspire you. We are a transparent workplace, where EVERYBODY has a voice in building OUR company, and where learning and growth are available to everyone based on their merits, not just on stamps on their resume. As impressive as some of the stamps on our resumes are, we recognize that human talent and passion exist everywhere, and come from many backgrounds, so stamps matter much less than results. All of us are dedicated doers and are highly energetic, focusing vehemently on execution because we know that the best learning happens by doing. We recognize that we are creating OUR COMPANY TOGETHER, which is not only a high-performing fast-growing business but is changing the way the world perceives the quality of technical talent in Latin America. We are fueled by the great positive impact we are making in the places where we do business and are committed to accelerating careers and investing in hundreds (and hopefully thousands) of highly talented data science engineers and data analysts. In short, our business is about people, so we hire the best people and invest as much as possible in making them fall in love with their work, their learning, and their mission. When not nerding out on data science, we love to make music together, play sports, play games, dance salsa, cook delicious food, brew the best coffee, throw the best parties, and generally have a great time with each other.
Senior Client Manager - Virtual
Alight SolutionsAlight Inc. (NYSE: ALIT) is a leading cloud-based human capital technology and services provider
Our story At Alight, we believe a company’s success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to “Be Alight.” Our Values: Champion People – be empathetic and help create a place where everyone belongs. Grow with purpose – Be inspired by our higher calling of improving lives. Be Alight – act with integrity, be real and empower others. It’s why we’re so driven to connect passion with purpose. Alight helps clients gain a benefits advantage while building a healthy and financially secure workforce by unifying the benefits ecosystem across health, wealth, wellbeing, absence management and navigation. With a comprehensive total rewards package, continuing education and training, and tremendous potential with a growing global organization, Alight is the perfect place to put your passion to work. Join our team if you Champion People, want to Grow with Purpose through acting with integrity and if you embody the meaning of Be Alight. Learn more at careers.alight.com. About the Role The Senior Client Manager leads call center operations for complex clients and major projects. The role serves as primary contact for client events and strategic initiatives. This role also drives change and performance within Customer Care and partners with the CC Team Manager to ensure operational excellence. Responsibilities - Managing large and complex client portfolios, ensuring delivery aligned with revenue, size, and domain goals. - Serving as primary escalation point for complex client issues. - Maintaining accountability for both client and internal perceptions of service delivery. - Owning and shape team culture, fostering engagement and operational excellence. - Supporting decision making across Colleague, Client, and Finance pillars. - Acting as a subject matter expert within Customer Care and adjacent domains. - Identifying and lead continuous improvement initiatives and best practice adoption. - Representing client and customer requirements in strategic projects, panels, and cross-functional initiatives. - Leading planning and coordination for special client events. - Building partnerships with colleagues, stakeholders, and clients. - Applying financial acumen to support organizational success. - Managing stakeholder perceptions and ensuring alignment across teams. Requirements - Have a bachelor’s or equivalent experience. - Have a minimum of 5 years of call center management and leadership experience - Have expertise across multiple service domains (e.g., CC, DC, DB, HW, HR, Payroll). - Have extensive understanding of the Customer Care delivery model and industry’s best practices. - Have vast knowledge of client requirements, systems, and end-to-end process flows. - Have regulatory and legislative knowledge across multiple service areas. - Understand plan operations and domain functions. - Have experience with call center operations management. - Have a minimum of 5 years people management experience Alight requires all virtual interviews to be conducted on video. Flexible Working So that you can be your best at work and home, we consider flexible working arrangements wherever possible. Alight has been a leader in the flexible workspace and “Top 100 Company for Remote Jobs” 5 years in a row. Benefits We offer programs and plans for a healthy mind, body, wallet and life because it’s important our benefits care for the whole person. Options include a variety of health coverage options, wellbeing and support programs, retirement, vacation and sick leave, maternity, paternity & adoption leave, continuing education and training as well as several voluntary benefit options. By applying for a position with Alight, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Alight’s employment policies. Background checks may include some or all the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, credit check, and/or drug test. You will be notified during the hiring process which checks are required by the position. Our commitment to Inclusion We celebrate differences and believe in fostering an environment where everyone feels valued, respected, and supported. We know that diverse teams are stronger, more innovative, and more successful. At Alight, we welcome and embrace all individuals, regardless of their background, and are dedicated to creating a culture that enables every employee to thrive. Join us in building a brighter, more inclusive future. As part of this commitment, Alight will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact alightcareers@alight.com. Equal Opportunity Policy Statement Alight is an Equal Employment Opportunity employer and does not discriminate against anyone based on sex, race, color, religion, creed, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, marital or domestic partner status, citizenship, military or veteran status, sexual orientation, gender, gender identity or expression, genetic information, or any other legally protected characteristics or conduct covered by federal, state, or local law. In addition, we take affirmative action to employ disabled persons, disabled veterans and other covered veterans. Alight provides reasonable accommodations to the known limitations of otherwise qualified employees and applicants for employment with disabilities and sincerely held religious beliefs, practices and observances, unless doing so would result in undue hardship. Applicants for employment may request a reasonable accommodation/modification by contacting their recruiter. Authorization to work in the Employing Country Applicants for employment in the country in which they are applying (Employing Country) must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the Employing Country and with Alight. Note, this job description does not restrict management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units. We offer you a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization. Salary Pay Range Minimum : 85,000.00 USDMaximum : 120,000.00 USD Pay Transparency Statement: Alight considers a variety of factors in determining whether to extend an offer of employment and in setting the appropriate compensation level, including, but not limited to, a candidate’s experience, education, certification/credentials, market data, internal equity, and geography. Alight makes these decisions on an individualized, non-discriminatory basis. Bonus and/or incentive eligibility are determined by role and level. Alight also offers a comprehensive benefits package; for specific details on our benefits package, please visit: Wellbeing and Benefits Selector Page - Alight DISCLAIMER: Nothing in this job description restricts management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units. Alight Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, pregnancy, childbirth or related medical condition, veteran, marital, parental, citizenship, or domestic partner status, or any other status protected by applicable national, federal, state or local law. Alight Solutions is committed to a diverse workforce and is an affirmative action employer.
Client Leader - Virtual
Alight SolutionsAlight Inc. (NYSE: ALIT) is a leading cloud-based human capital technology and services provider
Our story At Alight, we believe a company’s success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to “Be Alight.” Our Values: Champion People – be empathetic and help create a place where everyone belongs. Grow with purpose – Be inspired by our higher calling of improving lives. Be Alight – act with integrity, be real and empower others. It’s why we’re so driven to connect passion with purpose. Alight helps clients gain a benefits advantage while building a healthy and financially secure workforce by unifying the benefits ecosystem across health, wealth, wellbeing, absence management and navigation. With a comprehensive total rewards package, continuing education and training, and tremendous potential with a growing global organization, Alight is the perfect place to put your passion to work. Join our team if you Champion People, want to Grow with Purpose through acting with integrity and if you embody the meaning of Be Alight. Learn more at careers.alight.com. About the Role The Client Leader directs Customer Care delivery for complex, high impact clients. The role ensures strong service quality, client satisfaction, and operational excellence. This leader builds trusted relationships with clients and internal teams. They drive continuous improvement and shape key outcomes. The role also guides cross-functional teams to deliver scalable and efficient customer experiences. Responsibilities - Serving as the senior Customer Care contact and escalation point for assigned clients. - Building trusted advisor relationships with client executives and internal senior leaders. - Influencing client decisions by leveraging data insights, best practices, and industry expertise. - Leading Customer Care delivery to ensure service quality, consistency, and client satisfaction. - Overseeing delivery models to support scalability, operational efficiency, and performance goals. - Partnering with operations, domain leaders, and cross-functional teams to resolve complex delivery challenges. - Driving execution of Customer Care strategy at the client and portfolio level. - Identifying, leading, and implementing continuous improvement initiatives to enhance customer experience and business performance. - Mentoring and coaching senior managers and client leaders, serving as a role model within Customer Care. - Influencing enterprise initiatives and cross-functional priorities without direct authority. - Leading resolution of complex client issues, using good judgment and multiple data sources. - Anticipating risks and proactively drive change aligned with organizational priorities. Requirements - Have a bachelor's degree or equivalent experience - Have 5+ years of call center management and leadership experience - Have expertise in Customer Care delivery, client management, and service operations. - Have proven success leading complex, client-facing environments with high visibility and impact. - Have strategic thinking, analytical skills, and data-driven decision making capabilities. - Have exceptional communication, negotiation, and influencing skills across all organizational levels. - Demonstrate ability to lead through ambiguity, change, and evolving business needs. - Have experience driving continuous improvement and operational excellence within a service focused organization. - Have multiple service (DC, DB, HM, HR, Payroll, etc.) business knowledge based on current and projected clients - Understand client requirements - Have regulatory and legislative knowledge in multiple service areas - Know company policies, management tools and resources - Have experience working and leading broader customer service initiatives and projects that create enterprise results Alight requires all virtual interviews to be conducted on video. Flexible Working So that you can be your best at work and home, we consider flexible working arrangements wherever possible. Alight has been a leader in the flexible workspace and “Top 100 Company for Remote Jobs” 5 years in a row. Benefits We offer programs and plans for a healthy mind, body, wallet and life because it’s important our benefits care for the whole person. Options include a variety of health coverage options, wellbeing and support programs, retirement, vacation and sick leave, maternity, paternity & adoption leave, continuing education and training as well as several voluntary benefit options. By applying for a position with Alight, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Alight’s employment policies. Background checks may include some or all the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, credit check, and/or drug test. You will be notified during the hiring process which checks are required by the position. Our commitment to Inclusion We celebrate differences and believe in fostering an environment where everyone feels valued, respected, and supported. We know that diverse teams are stronger, more innovative, and more successful. At Alight, we welcome and embrace all individuals, regardless of their background, and are dedicated to creating a culture that enables every employee to thrive. Join us in building a brighter, more inclusive future. As part of this commitment, Alight will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact alightcareers@alight.com. Equal Opportunity Policy Statement Alight is an Equal Employment Opportunity employer and does not discriminate against anyone based on sex, race, color, religion, creed, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, marital or domestic partner status, citizenship, military or veteran status, sexual orientation, gender, gender identity or expression, genetic information, or any other legally protected characteristics or conduct covered by federal, state, or local law. In addition, we take affirmative action to employ disabled persons, disabled veterans and other covered veterans. Alight provides reasonable accommodations to the known limitations of otherwise qualified employees and applicants for employment with disabilities and sincerely held religious beliefs, practices and observances, unless doing so would result in undue hardship. Applicants for employment may request a reasonable accommodation/modification by contacting their recruiter. Authorization to work in the Employing Country Applicants for employment in the country in which they are applying (Employing Country) must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the Employing Country and with Alight. Note, this job description does not restrict management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units. We offer you a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization. Salary Pay Range Minimum : 96,700.00 USDMaximum : 140,000.00 USD Pay Transparency Statement: Alight considers a variety of factors in determining whether to extend an offer of employment and in setting the appropriate compensation level, including, but not limited to, a candidate’s experience, education, certification/credentials, market data, internal equity, and geography. Alight makes these decisions on an individualized, non-discriminatory basis. Bonus and/or incentive eligibility are determined by role and level. Alight also offers a comprehensive benefits package; for specific details on our benefits package, please visit: Wellbeing and Benefits Selector Page - Alight DISCLAIMER: Nothing in this job description restricts management's right to assign or reassign duties and responsibilities of this job to other entities; including but not limited to subsidiaries, partners, or purchasers of Alight business units. Alight Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, pregnancy, childbirth or related medical condition, veteran, marital, parental, citizenship, or domestic partner status, or any other status protected by applicable national, federal, state or local law. Alight Solutions is committed to a diverse workforce and is an affirmative action employer.



