About the roleThis 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 doStrategy, 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 audiences
- Ensure Yodlee presents a strong, authoritative voice in financial services and fintech conversations
- Ensure consistent positioning and brand representation across all external touchpoints
Market Presence, Channels & Engagement- Design and execute ongoing visibility across key channels including:
- LinkedIn
- Email communications
- Webinars and virtual sessions
- Industry events and conferences
- Plan and oversee Yodlee's presence at key industry conferences, sponsorships, and field marketing initiatives
- Coordinate with partners and vendors on co-marketing and ecosystem initiatives
- Maintain 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 website
- Produce and oversee creation of high-quality content that reinforces Yodlee's market position
- Ensure consistency, clarity, and credibility across all messaging and outputs
- Partner 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 optimization
- Use AI tools to accelerate content creation, repurposing, and iteration - without compromising accuracy, compliance, or brand quality
- Evaluate and adopt new tools that increase leverage, output, and speed
- Apply 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 execution
- Manage external writers, designers, and content contributors as needed
- Manage vendor relationships, budgets, and prioritization
- Retain 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 insights
- Ensure all activities align with enterprise standards, compliance requirements, and brand expectations
- Maintain 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 quotas
- Does not run outbound sales prospecting, sequences, or meeting generation
- Does not manage deal cycles or account pursuit strategy
This role is responsible for
market presence, engagement, and narrative consistency - not sales conversion.
QualificationsExperience & Skills- 7-12+ years of experience in marketing, growth, or GTM roles within fintech, financial services, SaaS, or enterprise technology
- Experience operating across a broad scope, balancing strategy and hands-on execution
- Strong understanding of enterprise buyers, long sales cycles, and regulated environments
- Proven ability to manage external vendors and partners effectively
- Exceptional 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 scale
- Comfortable integrating AI into content, workflows, and execution processes
- Strong understanding of how to balance innovation with trust, governance, and accuracy
Personal Attributes- High ownership mindset with strong business judgment
- Able to operate independently and prioritize effectively
- Adaptable and comfortable taking on a wide range of responsibilities
- Focused on outcomes, consistency, and market impact
- Collaborative partner across Sales, Product, Customer Success, and Marketing
What Success Looks Like- Yodlee is consistently visible and active across clients, prospects, and industry conversations
- Strong, clear, and credible messaging is reflected across all channels and materials
- Increased engagement with target audiences without reliance on direct sales outreach
- High-quality, AI-enabled output delivered efficiently and at scale
- Internal teams are equipped with strong, reusable content and market narratives
