Client Success Manager jobs in United States
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Yodlee · 5 hours ago

Client Success Manager

positionRaleigh, NC
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$90K/yr - $150K/yr
date2+ years exp

Yodlee is a pioneer in financial data aggregation and data analytics. They are seeking a Client Success Manager to oversee and grow client relationships across various sectors, ensuring customer satisfaction and long-term success.

BankingFinancial ServicesFinTechMobileSoftware

Responsibilities

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

Qualification

Client managementAccount managementCustomer successData AggregationOpen BankingProactiveCommunicationOrganizational skills

Required

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

Preferred

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

Company

Yodlee

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Yodlee is a provider of financial applications that offers solutions for banks, entrepreneurs and individuals.
dateFounded in 1999
location
Redwood City, California, USA
people-size1001-5000 employees
web-link
http://www.yodlee.com

Funding

Current Stage
Public Company
Total Funding
$141.31M
Key Investors
Bank of America
2025-06-25Acquired
2014-10-03IPO
2012-05-09Series Unknown· $8.31M

Leadership Team

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Anil Arora
CEO
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Recent News

Investment News
Court sanctions Envestnet, Yodlee for destroying evidence in trade secret case
2026-01-05
Finovate
JPMorgan on Data Access Agreements: “The Free Market Worked”
2025-11-19
Payments Cards & Mobile
JPMorgan data aggregators deal good for Open Banking in the US
2025-11-18
Company data provided by crunchbase