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
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Own and evolve Yodlee’s messaging and positioning across target segments (banks, wealth, fintech partners)
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Translate complex fintech capabilities into clear, credible narratives for executive and technical audiences
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Ensure Yodlee presents a strong, authoritative voice in financial services and fintech conversations
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Ensure consistent positioning and brand representation across all external touchpoints
Market Presence, Channels & Engagement
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Design and execute ongoing visibility across key channels including:
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LinkedIn
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Email communications
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Webinars and virtual sessions
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Industry events and conferences
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Plan and oversee Yodlee’s presence at key industry conferences, sponsorships, and field marketing initiatives
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Coordinate with partners and vendors on co-marketing and ecosystem initiatives
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Maintain continuous engagement with clients and target prospects — particularly those early in the buying journey
Content & Narrative Development
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Own the content strategy and editorial direction across blogs, whitepapers, case studies, and the website
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Produce and oversee creation of high-quality content that reinforces Yodlee’s market position
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Ensure consistency, clarity, and credibility across all messaging and outputs
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Partner with Customer Success to surface customer wins, adoption stories, and expansion narrative
AI-Enabled Execution & Scale
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Actively integrate AI across research, writing, design, analytics, and workflow optimization
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Use AI tools to accelerate content creation, repurposing, and iteration — without compromising accuracy, compliance, or brand quality
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Evaluate and adopt new tools that increase leverage, output, and speed
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Apply sound judgment to where AI adds value — and where human oversight is essential in a regulated environment
Vendor & Execution Management
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Direct and coordinate external vendors and agencies supporting content, campaigns, and execution
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Manage external writers, designers, and content contributors as needed
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Manage vendor relationships, budgets, and prioritization
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Retain accountability for quality, consistency, and outcomes across all externally supported work
Performance, Optimization & Governance
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Continuously test, measure, and optimize engagement and content performance using data-driven insights
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Ensure all activities align with enterprise standards, compliance requirements, and brand expectations
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Maintain a disciplined, output-oriented approach focused on impact rather than activity
Role Boundaries (Critical Clarity)
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This role does not own pipeline generation, revenue targets, or sales quotas
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Does not run outbound sales prospecting, sequences, or meeting generation
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Does 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
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7–12+ years of experience in marketing, growth, or GTM roles within fintech, financial services, SaaS, or enterprise technology
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Experience operating across a broad scope, balancing strategy and hands-on execution
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Strong understanding of enterprise buyers, long sales cycles, and regulated environments
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Proven ability to manage external vendors and partners effectively
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Exceptional written and verbal communication skills suitable for executive and client audiences
AI-First Mindset
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Practical, day-to-day experience using AI tools to improve speed, quality, and scale
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Comfortable integrating AI into content, workflows, and execution processes
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Strong understanding of how to balance innovation with trust, governance, and accuracy
Personal Attributes
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High ownership mindset with strong business judgment
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Able to operate independently and prioritize effectively
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Adaptable and comfortable taking on a wide range of responsibilities
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Focused on outcomes, consistency, and market impact
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Collaborative partner across Sales, Product, Customer Success, and Marketing
What Success Looks Like
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Yodlee is consistently visible and active across clients, prospects, and industry conversations
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Strong, clear, and credible messaging is reflected across all channels and materials
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Increased engagement with target audiences without reliance on direct sales outreach
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High-quality, AI-enabled output delivered efficiently and at scale
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Internal teams are equipped with strong, reusable content and market narratives
