Mar 24, 2026
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...
Yodlee
Raleigh, NC, USA