About Yodlee

Yodlee is a market leading financial data and intelligence platform with over 27 years of experience supporting the world’s largest banks, wealth managers, and fintech innovators. Our platform operates at enterprise scale, where trust, security, and credibility are paramount—yet we continue to evolve, modernize, and grow.

We are seeking a high-impact individual who can help ensure Yodlee is consistently visible, credible, and relevant in the market — combining strong judgment, hands-on execution, and modern AI-enabled approaches.

About the role

This role serves as the central owner of Yodlee’s market presence, messaging, and outward voice — responsible for how we consistently show up across clients, prospects, and the broader financial ecosystem.

You will operate as a highly autonomous individual contributor, executing directly while leveraging AI and external partners to scale output and impact. The role requires a balance of strategic thinking and hands-on delivery, with a strong focus on maintaining consistent visibility and engagement over time.

This is not a sales role and does not own pipeline or outbound prospecting. It is focused on presence, engagement, and narrative leadership at scale.

What you'll do

Strategy, Positioning & Market Voice

Own and evolve Yodlee’s messaging and positioning across target segments (banks, wealth, fintech partners)Translate complex fintech capabilities into clear, credible narratives for executive and technical audiencesEnsure Yodlee presents a strong, authoritative voice in financial services and fintech conversationsEnsure consistent positioning and brand representation across all external touchpoints

Market Presence, Channels & Engagement

Design and execute ongoing visibility across key channels including:LinkedInEmail communicationsWebinars and virtual sessionsIndustry events and conferencesPlan and oversee Yodlee’s presence at key industry conferences, sponsorships, and field marketing initiativesCoordinate with partners and vendors on co-marketing and ecosystem initiativesMaintain continuous engagement with clients and target prospects — particularly those early in the buying journey

Content & Narrative Development

Own the content strategy and editorial direction across blogs, whitepapers, case studies, and the websiteProduce and oversee creation of high-quality content that reinforces Yodlee’s market positionEnsure consistency, clarity, and credibility across all messaging and outputsPartner with Customer Success to surface customer wins, adoption stories, and expansion narrative

AI-Enabled Execution & Scale

Actively integrate AI across research, writing, design, analytics, and workflow optimizationUse AI tools to accelerate content creation, repurposing, and iteration — without compromising accuracy, compliance, or brand qualityEvaluate and adopt new tools that increase leverage, output, and speedApply sound judgment to where AI adds value — and where human oversight is essential in a regulated environment

Vendor & Execution Management

Direct and coordinate external vendors and agencies supporting content, campaigns, and executionManage external writers, designers, and content contributors as neededManage vendor relationships, budgets, and prioritizationRetain accountability for quality, consistency, and outcomes across all externally supported work

Performance, Optimization & Governance

Continuously test, measure, and optimize engagement and content performance using data-driven insightsEnsure all activities align with enterprise standards, compliance requirements, and brand expectationsMaintain a disciplined, output-oriented approach focused on impact rather than activity

Role Boundaries (Critical Clarity)

This role does not own pipeline generation, revenue targets, or sales quotasDoes not run outbound sales prospecting, sequences, or meeting generationDoes not manage deal cycles or account pursuit strategy

This role is responsible for market presence, engagement, and narrative consistency — not sales conversion.

Qualifications

Experience & Skills

7–12+ years of experience in marketing, growth, or GTM roles within fintech, financial services, SaaS, or enterprise technologyExperience operating across a broad scope, balancing strategy and hands-on executionStrong understanding of enterprise buyers, long sales cycles, and regulated environmentsProven ability to manage external vendors and partners effectivelyExceptional written and verbal communication skills suitable for executive and client audiences

AI-First Mindset

Practical, day-to-day experience using AI tools to improve speed, quality, and scaleComfortable integrating AI into content, workflows, and execution processesStrong understanding of how to balance innovation with trust, governance, and accuracy

Personal Attributes

High ownership mindset with strong business judgmentAble to operate independently and prioritize effectivelyAdaptable and comfortable taking on a wide range of responsibilitiesFocused on outcomes, consistency, and market impactCollaborative partner across Sales, Product, Customer Success, and Marketing

What Success Looks Like

Yodlee is consistently visible and active across clients, prospects, and industry conversationsStrong, clear, and credible messaging is reflected across all channels and materialsIncreased engagement with target audiences without reliance on direct sales outreachHigh-quality, AI-enabled output delivered efficiently and at scaleInternal teams are equipped with strong, reusable content and market narratives

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Yodlee

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