Customer Success Manager

The Company

Building and executing a great investment strategy shouldnt require a PhD or a million-dollar budgetit should be simple. As a leader in fintech and wealth-tech YCharts empowers financial advisors asset managers and wealth managers with best-in-class investment research tools data visualization and sales enablement software. Our cloud-based SaaS platform helps users make smarter investment decisions and communicate more effectively with clients. With an 8-time Inc. 5000 Fastest Growing Company honor were a thriving growth-stage company serving top firms like John Hancock TD Ameritrade Fidelity and Charles Schwab.

The Position

We are seeking Customer Success Managers (CSM) to leverage their interpersonal skills and financial knowledge to help clients utilize YCharts to its fullest. Additionally CSMs work across departments such as Accounting Marketing Product and Sales to ensure proper client support while looking for opportunities for growth. You will foster strong relationships with customers understand their needs and ensure they derive maximum value from our product. You will also act as a trusted advisor and advocate for our customers guiding them through onboarding providing ongoing support and proactively addressing any concerns or issues that may arise.

Key Responsibilities

• Partner with new clients to drive product adoption while building strong relationships and staying attuned to their needs to maintain high retention rates.
• Collaborate with sales partners to identify and nurture new or existing growth opportunities.
• Demonstrate strong product knowledge to educate our existing clients on different features and workflows.
• Customize user experiences by configuring integrations managing PDF reports and creating tailored client groups and configurations.
• Monitor account health drive proactive usage campaigns and share scalable value-driven content with customers regularly.
• Forecast and drive renewals on your growing book of business by proactively demonstrating value addressing concerns and ensuring customers are positioned for success.
• Serve as a liaison between Customer Success and Product Management to advocate for customer priorities.

Qualifications & Experience

• Bachelors degree in Finance Business Administration Economics or related.
• 3-7 years of experience in fintech client success finance or wealth management or data-driven account management roles.
• Strong understanding of financial markets and investment analytics including quantitative analysis of Equities ETFs and Mutual Funds.
• Track record of leveraging technology solutions to build and maintain strategic client relationships.
• Experience translating complex financial data into actionable insights for clients.

Benefits & Perks:

• 100% employer-paid health dental and vision insurance.
• 401(k) match to support your financial future.
• Flexible time off vacation days sick days and a celebration day.
• Paid parental leave to support work-life balance.
• Professional development stipend to help you grow in your career.
• Hybrid work schedule with flexibility to work both in-office and remotely.
• Summer hours so you can enjoy more sunshine.

In-Office Perks:

• Weekly lunch credits to fuel your day.
• Premium beverages and snacks to keep you energized.
• Regular team events and activities to foster a fun and engaging culture.

Compensation:

At YCharts we are committed to pay equity and transparency in all locations including compliance with local pay disclosure requirements: the Total Cash Compensation range is $80000 - $90000 USD inclusive of bonuses and variable compensation. The starting salary will be determined based on skills and experience.

Why Join YCharts

Were more than a fintech companywere a team that values innovation collaboration and people-first leadership. Our award-winning culture speaks for itself:

• Inc. 5000 Fastest Growing Companies
• Crains Best Places to Work in Chicago
• Inc.s Best Places to Work
• Built in Chicagos Best Places to Work
• American Bankers Best Fintechs to Work For

At YCharts your ideas matter your growth is supported and your impact is real.

YCharts is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive environment for all employees.