THE COMPANY

YCharts enables its customers to make smarter investment decisions and effectively communicate their strategies and insights. Our cloud-based financial data and investment research platform provides investment advisors, asset managers, and institutional and retail investors with comprehensive data, powerful visualization tools and advanced analytics. YCharts has transitioned from a fintech startup to a thriving growth company (four-time Inc. 5000 Fastest Growing Company) that offers investors a strong alternative to Bloomberg at a fraction of the price.  YCharts proudly services more than 4,000 firms, including industry-leading names such as TD Ameritrade, Fidelity, Charles Schwab, John Hancock, Northwestern Mutual, Investopedia, WealthManagement.com, and Seeking Alpha.

THE POSITION

The Customer Success team is passionate about helping our clients make smarter investment decisions! We are responsible for establishing and growing relationships with our users and driving adoption of the YCharts platform.

The Customer Development Manager is a hybrid position encompassing business development, sales, and client support, and is key to YCharts’ future success. Responsibilities include:

• Onboarding new accounts, educating clients on benefits and use cases of the YCharts platform, and measuring and reducing time to value
• Learning about our clients’ businesses to drive usage and enable their success by aligning YCharts tools with their needs
• Developing relationships and proactively engaging key opportunities to generate, qualify, and upsell current accounts

OUR IDEAL CANDIDATE

• Is highly motivated and passionate about finance/financial technology.
• Possesses great communication skills to understand and provide solutions to our clients’ needs.
• Has a knack for sales and a competitive spirit.
• Thrives in a dynamic environment with strong attention to detail and organization to effectively manage pipelines and meetings.
• Has excellent relationship building and maintenance skills.  (i.e. must know how to approach stressful situations and when to spot expansion opportunities.)
• Solves problems and prioritizes tasks according to urgency and importance.
• Understands how the financial markets work and is curious about how our industry works.
• Has a strong interest in investing and an understanding of financial statements and investment vehicles (Equities vs ETFs vs Mutual Funds etc...)
• Has previous experience or internship in the financial services industry, a plus.
• Closing experience, a plus.

Y YCHARTS?:

• American Banker's #1 "2020 Best Fintechs to Work For"
• Crain's "Best Places to Work 2020"
• The Startup Weekly's "2020 Software Companies to Watch"
• Deloitte's "2019 Technology Fast 500"
• Chicago Inno's "2019 50 on Fire"
• G2's "2019 Top 50 B2B Tech Companies in Chicago"
• Financial Planning's #3 "2019 Best Fintechs to Work For"
• 2018 and 2019 Inc. 5000 "Fastest Growing Companies" (Top 25%)
• InvestmentNews' "Biggest Fintech Innovations for 2019"
• 2019 and 2020 "WealthTech 100"
• 2018 and 2019 Technology Tools for Today & Inside Information’s “Top Tool Advisors Are Thinking About Adding”

PERKS & REC:

• Competitive pay
• The position is currently “Work from Home” & flexible WFH options when we return to the office 
• Full medical and dental coverage (100% paid by YCharts)
• Paid parental leave
• Regular continued education via “Starbucks and Study”
• Company-wide incentives including "Summer Hours" and dinner credits if you need to work late.
• When we are back in the office:
• Rotating selection of high-quality coffees
• Craft beer, kombucha, and cold brew on tap
• Plenty of snacks and drinks
• Opportunity to join rec leagues
• Fun company outings

YCharts is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.

If you are passionate about fintech and were interested in the above, please submit your resume today!

Learn more about our culture (video on careers page)