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Yodlee Jobs (NOW HIRING)

Yodlee

Copy of Client Success Manager

Raleigh, NC · On-site

$125 - $150/hr

Copy of Client Success Manager Yodlee Raleigh, North Carolina, United States About this position About Yodlee Yodlee is a pioneer in financial data aggregation and data analytics. We provide our ...

New

Jobless

$90 - $130/hr

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.

New

Photon

Envestnet SME/BSA - Cleveland, OH

Chicago, IL · On-site +1

We are seeking a seasoned Envestnet / Yodlee Subject Matter Expert (SME) with deep expertise in account aggregation, wealth data platforms, and financial systems integrations . Key Skills & Keywords ...

Jobless

Copy of Client Success Manager

Raleigh, NC · On-site

$90 - $130/hr

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.

New

Workila

Full Stack Engineer

San Francisco, CA · On-site +1

Strong background with data structures and algorithms (CS/Mathematics deg) NICE-TO-HAVES * 1+ year experience with Twilio, Yodlee and Plaid APIs * Experience shipping to production in a test driven ...

Facet

$150 - $170/hr

Familiarity with FinTech APIs such as Plaid, Finicity, Yodlee, APEX, Orion * $150,000-$170,000 base salary + bonus determined by the experience, knowledge, skills, and abilities of the applicant ...

Facet

Senior Software Engineer - React

$150K - $170K/yr

Familiarity with FinTech APIs such as Plaid, Finicity, Yodlee, APEX, Orion Benefits * $150,000-$170,000 base salary + bonus determined by the experience, knowledge, skills, and abilities of the ...

Method Financial

Data Partnerships Lead

New York, NY · On-site +1

$165K - $220K/yr

You've done this job , or something very close to it, at a financial data aggregator (Plaid, MX, Yodlee, Intuit IDX) or from within a financial institution's digital partnerships or open banking team ...

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Yodlee information

See salary details

$24K

$62.6K

$100.5K

How much do yodlee jobs pay per year?

As of Sep 3, 2026, the average yearly pay for yodlee in the United States is $62,597.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,500.00 and $78,500.00 per year, depending on experience, location, and employer.

What is the difference between Yodlee vs Data Analyst?

AspectYodleeData Analyst
Required CredentialsFinancial technology certifications, knowledge of APIsBachelor's degree in statistics, mathematics, or related field
Work EnvironmentFintech companies, software development teamsCorporate offices, consulting firms, or remote
Employer & Industry UsageFinancial services, fintech platformsVarious industries including finance, marketing, healthcare
Common Search & ComparisonYodlee vs Data Analyst

Yodlee primarily focuses on financial data aggregation and API integration within fintech environments, requiring specialized technical skills. Data Analysts analyze data sets to derive insights across multiple industries, often with similar educational backgrounds but different technical tools. While both roles involve working with data, Yodlee specialists focus on financial data platforms, whereas Data Analysts work across diverse sectors to inform business decisions.

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What states have the most Yodlee jobs?

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Yodlee jobs near you
Infographic showing various Yodlee job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 33% Physical, and 67% Remote job distribution, with an average salary of $62,597 per year, or $30.1 per hour.

Copy of Client Success Manager

Yodlee

Raleigh, NC • On-site

$125 - $150/hr

Other

Posted 2 days ago

New

Job description

Copy of Client Success Manager

Yodlee Raleigh, North Carolina, United States

About this position 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
  • 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
  • 5-10+ years of experience in Customer Success, Strategic Account Management, Consulting, Fintech, or Enterprise SaS
  • Proven track record owning large strategic client portfolios.
  • Experience driving retention, renewals, and expansion revenue.
  • Strong executive presence and ability to influence senior decision makers.
  • Experience building teams, mentoring talent, and scaling client success operations.
  • Strong analytical, communication, and problem-solving skills.
  • Experience in fintech, banking, financial services, data platforms, or SaaS is a plus
  • Strategic thinker with strong operational and commercial instincts.
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
  • 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
  • 5-10+ years of experience in Customer Success, Strategic Account Management, Consulting, Fintech, or Enterprise SaS
  • Proven track record owning large strategic client portfolios.
  • Experience driving retention, renewals, and expansion revenue.
  • Strong executive presence and ability to influence senior decision makers.
  • Experience building teams, mentoring talent, and scaling client success operations.
  • Strong analytical, communication, and problem-solving skills.
  • Experience in fintech, banking, financial services, data platforms, or SaaS is a plus
  • Strategic thinker with strong operational and commercial instincts.

The pay range for this role is: 125,000 - 150,000 USD per year (Remote)

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