The Company:

Building and executing a great investment strategy shouldn’t require a PhD, nor a million dollar budget. It should be simple. The wealth management industry is rapidly evolving, and tech solutions like YCharts are paving the way for advisors and planners to scale their businesses.

YCharts enables its customers to make smarter investment decisions and better communicate with their prospects and clients. Our cloud-based software provides investment advisors, wealth managers, asset managers and retail investors with powerful research tools, comprehensive data, compelling visuals, and customizable sales collateral.

Thanks to our best-in-breed software and unparalleled support, YCharts has transitioned from a fintech startup to a thriving growth company (Inc. 5000 Honor Roll 8x Fastest Growing Company) in the burgeoning “wealth-tech” space. YCharts proudly services industry-leading names such as 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 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.

This role will work cross departments with the Accounting, Marketing, Product, and Sales to provide the best experience for our clients.

What You’ll Be Doing:

• Partner with new clients to understand their strategic goals and drive product adoption during their onboarding.
• 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.
• Build strong relationships and understand your client's needs to maintain high retention rates.
• Serve as a liaison between Customer Success and Product Management to advocate for your client's priorities.

Qualifications and Skills:

• Bachelor's degree in Finance, Business Administration, Economics, or related
• 3+ years of experience in a client facing, support, or account management role in the financial services industry
• Knowledge of financial statements and investment vehicles such as Equities, ETFs, and Mutual Funds
• Previous experience managing relationships with end users and ability to build great business relationships

Compensation:

• Base Salary: $60,000 - $65,000
• This role is eligible for commissions, paid quarterly.

Why YCharts?

• Opportunity to work in a fast-growing fintech company that is shaping the future of investment research and data analytics.
• Collaborative and inclusive work environment that encourages creativity and innovation.

Awards and Accolades:

• 8x Inc. 5000 “Fastest Growing Companies”
• American Banker's "Best Fintechs to Work For"
• Built in Chicago’s “Best Places to Work” and “Best Small Company to Work For”
• Inc.’s “Best Places to Work”
• Inc.’s “Top Regionals: Midwest”
• Crain's "Best Places to Work in Chicago"
• InvestmentNews' "Biggest Fintech Innovations"
• Technology Tools for Today & Inside Information’s “Top Tool Advisors Are Thinking About Adding”
• Kitces Report’s “Investment Data” market leader, #1 most-adopted in the last year, #2 in market share
• Business Intelligent Group’s “Best Places to Work”
• Hired’s “Top Employers Winning Tech Talent”
• RepVue's "Reppy Award" for Top Rated Chicago Sales Organizations

Benefits:

• 100% employer-paid medical, dental & vision
• Flexible Spending Accounts
• 401(k) match
• 18+ vacation days, sick days & celebration day
• Hybrid schedule (2 office days initially, 1 day after 90 days)
• Paid parental leave
• Professional development stipend
• Employee resource groups
• Summer hours— we head out early during the warm months!

In-Office Perks:

Modern River North office with:

• Weekly lunch credits
• Premium beverages
• Team activities
• Regular company events

YCharts provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.