About Yodlee

Yodlee is a leading data aggregation and analytics platform trusted by top financial service providers for over 25 years. Partnering with major banks and financial firms, Yodlee enables businesses to grow and enhance customer satisfaction through innovative financial data solutions. Committed to advancing the financial services industry, Yodlee delivers reliable tools that empower smarter financial decisions. Visit www.yodlee.com to learn more.

About The Role

This is an individual contributor role within the Consulting & Delivery organization, responsible for creating Statements of Work (SOWs), proposals, and supporting the overall pre-sales response cycle. The role will contribute to an ongoing Sales Enablement cadence that helps align Sales and Consulting & Delivery on product offerings, competitive positioning, and customer-facing messaging. A key differentiator for this role is hands-on AI enablement: applying practical AI techniques to streamline content development, reduce turnaround time, improve consistency, and enable C&D teams with repeatable AI-assisted workflows (templates, prompt libraries, QA checks, and content reuse).

What You'll Do

SOWs, Proposals & Pre‑Sales Support

Create and deliver Statements of Work (SOWs), proposals, and commercial documentation to support new business and expansions
Partner cross‑functionally with Sales, Product, Legal, Finance, Delivery, and InfoSec to gather inputs and drive timely approvals
Maintain and improve reusable templates and standard language to increase speed and consistency

RFP & Due Diligence

Support intake, drafting, coordination, and submission of RFPs and related due diligence materials
Coordinate subject matter experts to ensure accurate, complete, and compliant responses
Ensure requests follow established submission and tracking processes

Sales Enablement

Own and update core sales enablement assets, including product capability guides, competitive intelligence, and sales talk tracks
Ensure alignment with product roadmap, market positioning, and go‑to‑market strategy
Refine messaging based on sales feedback and win/loss insights

AI Enablement & Process Improvement

Apply practical AI tools to improve the speed, quality, and consistency of proposals, SOWs, RFPs, and client‑facing deliverables
Design and implement AI‑assisted workflows that reduce cycle time and eliminate repetitive work
Evaluate new AI use cases as business needs evolve

Qualifications

Core Experience

4–8 years of experience in Sales Enablement, Pre‑Sales, Proposal Management, or Consulting within a B2B SaaS environment
Demonstrated experience authoring Statements of Work (SOWs), proposals, and RFP responses
Familiarity with security questionnaires, vendor risk assessments, and compliance‑driven review processes
Proven ability to partner cross‑functionally with Sales, Product, Legal, Finance, and Delivery teams
Experience working with financial institutions or fintech platforms is a plus.

Key Skills

Exceptional written communication skills with the ability to craft clear, compelling, customer‑facing narratives
Strong attention to detail and the ability to manage multiple deadlines in a fast‑paced environment
Structured, analytical thinking with the ability to translate complex requirements into concise, actionable outputs
Experience building and maintaining reusable content libraries, templates, and standardized language

AI & Tools

Hands‑on experience using AI tools (e.g., ChatGPT, enterprise copilots, knowledge assistants) in a professional setting
Ability to design and apply prompts, workflows, and lightweight automations to improve efficiency, quality, and consistency

Base Salary Range: $85,000 – $110,000 annually

This range represents the anticipated base salary range for this position. Actual compensation will be determined based on factors such as relevant experience, skills, geographic location, internal equity, and applicable business considerations. This position may also be eligible for additional compensation and benefits.

Yodlee

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