Customer Success Manager

Job Type
Full-time
Description
The Company
Building and executing a great investment strategy shouldn't require a PhD or a million-dollar budget-it 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, we're 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

• Bachelor's 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 $80,000 - $90,000 USD inclusive of bonuses and variable compensation. The starting salary will be determined based on skills and experience.
Why Join YCharts?
We're more than a fintech company-we're a team that values innovation, collaboration, and people-first leadership. Our award-winning culture speaks for itself:

• Inc. 5000 "Fastest Growing Companies"
• Crain's "Best Places to Work in Chicago"
• Inc.'s "Best Places to Work"
• Built in Chicago's "Best Places to Work"
• American Banker's "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.
Salary Description
$64,000 - $86,000