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Senior Director, Corporate Marketing

Discussion

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 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.


Qualifications

Experience & 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


See also

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