Technical Account Manager

Client Service Full-Time Raleigh, North Carolina San Mateo, California ReqID:4319


Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). Envestnet is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid‐sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back‐office needs. Envestnet is headquartered in Chicago.

Envestnet | Yodlee is seeking a talented and passionate Technical Account Manager to join the team.

If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.

Bird’s eye view of your role – 

Envestnet | Yodlee, with its rapidly growing customer and user base, is seeking a skilled, driven, and innovative Technical Account Manager to support customers using our Wealth and Data Aggregation solutions. You will act as a client evangelist within Yodlee, across all levels, to ensure customers are successful with the adoption and successful usage of Wealth products. In this role, you will work cross-functionally with sales, consulting services, operations, technical specialists, product development and the product teams to ensure the customer's needs are well met, complex escalations are being addressed professionally and support processes are meeting service level agreements. You will proactively identify and enhance areas for service delivery while recommending changes to operating procedures. This role will allow you the ability to supervise Yodlee's release management and change management processes for your assigned customers.

What your performance objectives will be –

  1. Contribute to ensure successful and referable Wealth solution customers.
  2. Work directly with engineering and product teams to contribute and enhance product delivery.
  3. Manage a diverse and complex scope of support issues directly related to the customer, support and implementation of Yodlee products and solutions.
  4. Work closely with various internal groups to ensure timely resolution of open issues.
  5. Track all open problems relating to major customers, be ready to provide insightful reporting to customers and internal stakeholders.

You will definitely possess these technical skills – 
Working knowledge of current web technology standards (RESTful Services, JavaScript)
Understand basic SQL concepts and networking concepts
Strong analytical and problem-solving skills
Hands on experience in debugging and testing applications
Exposure and hands on experience with various Customer Relationship Management applications

What will you bring –  
Excellent written and spoken communication skills
Strong analytical and problem-solving skills
Flexibility to occasionally work outside standard business hours
Ability to prioritize and handle multiple client/partners, tasks and projects concurrently
Ability to build and maintain relationships with our client base and internal departments

You will have -  
College Degree (Computer Science or related engineering field preferred)
3-7 years of experience in a Client Management/Relationship role
Experience working in a Supporting role in the Wealth management industry, ideally for a Fintech company servicing banks, brokerage firms and/or Advisor firms.
Working knowledge of Capital markets, security identification and asset classification a plus

Envestnet | Yodlee is an equal opportunity employer.