Client Partnership Director

Envestnet is seeking a Client Partnership Director to join our Data and Analytics team.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. 

Envestnet’s Strategy:

• Deliver the industry-leading wealth management platform, powered by advanced data and insights 
  
• Leverage our scale and efficiencies to serve our clients’ needs comprehensively 
  
• Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment

For more information, please visit www.envestnet.com.

Job Summary:

The Client Partnership Director will become the trusted advisor with clients and prospects on existing Envestnet Yodlee solutions to deliver growth, ongoing client satisfaction and success of each assigned Envestnet Yodlee client. The candidate must understand complex software sales and consultative selling.  The candidate must be capable of managing complex sales processes and lead a cross functional team to bring optimal solutions to clients.

Job Responsibilities:

• Creating and maintaining quarterly client revenue goals for each client.
• Becoming intimately familiar with clients' online offerings and related strategies.
• Leading client interactions to identify and agree on strategic account goals, measurement, and key opportunities.
• Establishing quarterly or semi-annual Strategic Planning sessions with assigned clients to ensure client strategic plans are reviewed and discussed.
• Partnering with assigned clients to implement programs leveraging 'best practice' approaches.
• Leverage M.E.D.D.I.C.C. sales process strategies to improve win probability.
• Prospect into new logo opportunities of named account prospects and into new decision makers at current clients to foster cross-selling
• Provide regular updates and business reviews to Senior Management at Envestnet | Yodlee and collaborate with internal teams (Product, Marketing, Professional Services) to communicate client needs and strategies. Sell to mid-market prospects and clients in the tech and fintech categories.
• Responsible for achieving annual booking sales quotas focused on securing new clients.
• Effective, timely and accurate forecasting, via a CRM system, on a weekly basis of all sales opportunities.
• Identify and capitalize on expansion opportunities within assigned accounts and up-selling products/services.
• Responsible for negotiating pricing and contractual agreement to close the sale within assigned approvals.
• Provide exceptional customer service and relationship management responsibilities of large national Financial Institution customers.
• Manage new customer onboarding and work with new customer teams to ensure best practices are adopted as part of the deployment.
• Provide consulting to your customers on an ongoing basis to ensure adoption and engagement of the solution.
• Develop renewal strategies that address customer needs while providing for upsell opportunities.
• Identify opportunities for further integration of the solution and new areas to expand Professional Services engagements with your customers.
• Manage the contracts and amendments process.
• Plan, prepare, and conduct customer summits, customer planning sessions, customer strategy sessions to share solution performance, present roadmap plans, and capture areas for growth and expansion.
• Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested. 
• As part of the responsibilities for this role, you will understand a