Envestnet/Yodlee - Technical Account Manager - CRM Tools

Position : Technical Account Manager .

Location : Bangalore

Skillset :

- M.C.A./B.E/B.TECH or B.Sc. (computer science)

- Excellent written and spoken English

- Client Management/Relationship

- Prior experience in Technical Support in software product companies

- Good understanding of REST, SOAP and other API technologies. Knowhow of SQL and Java would be of added advantage

- Good knowledge of working on a CRM tool and MS-Excel

- Willing to work in shifts

- Banking domain knowledge, FinTech background would be of great advantage

Description :

- Develop a strong understanding of customer business and how Yodlee products/APIs help them achieve their business objectives

- Working with Yodlee Sales, Consulting Services, Operations, Technical Specialist teams, Product Development Groups and the Products team to ensure the Customer's solution needs are well met.

- Manage a diverse and complex scope of support issues directly related to the customer, support and implementation of Yodlee products and solutions.

- Builds and grows relationships with both Technical staff and Sr. Management from the customer team

- Develop a strong knowhow of Yodlee products and APIs, ensure customers are leveraging it to the max

- Process cases sent by customers.

- Identify customer's concerns and address that to internal teams.

- Handle escalations when normal support processes are not meeting agreed upon expectations.

- Identify and enhance areas for service delivery improvement while recommending changes to operating procedures.

- Work closely with various internal groups to ensure a timely resolution of open issues.

- Track all open problems relating to major Customers and provide periodic reports to customers.

- Drive customer communications