Job description

The Company YCharts empowers wealth managers to make smarter investment decisions and communicate with confidence. Our SaaS platform combines powerful research, proposal generation, and client communication tools that transform complex financial data into clear visuals and actionable insights. For nearly a decade, YCharts has been recognized on the Inc. 5000 Fastest Growing Companies list — a testament to our sustained growth, strong culture, and industry-wide impact. Thousands of leading RIAs, asset managers, and broker-dealers use YCharts to turn data into decisions, insights into action, and client conversations into growth. The Position We are seeking a Customer Success Manager to partner with clients and drive adoption, retention, and growth across our customer base. This role will leverage strong relationship management and strategic thinking skills to deliver exceptional onboarding, support, and partnership experiences. Collaborating closely with Sales and cross-functional teams, you’ll act as a trusted advisor to clients—helping them unlock the full value of YCharts through proactive engagement, tailored success plans, and a deep understanding of their business goals. Requirements Key Responsibilities: • Manage a growing book of business by developing and executing success plans that drive product adoption, renewal, and expansion • Collaborate with Institutional sales partners to build relationships with decision-makers, map organizational structures, and identify and close growth opportunities • Partner with clients to understand strategic goals and deliver value from day one through onboarding and beyond • Lead frequent virtual and in-person meetings to share best practices, highlight new features, and showcase key product functionality • 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 • Demonstrate deep product knowledge to educate clients on features and workflows, ensuring adoption and satisfaction • Serve as the voice of the customer to internal teams, advocating for product improvements and customer priorities • Manage renewal and expansion forecasts, usage reporting, scorecards, and ad hoc initiatives, including webinars and documentation • Occasional travel (~10%) for client meetings and industry conferences Qualifications: • 3+ years experience in the financial services or fintech industry. • Bachelor's degree in Finance, Business Administration, Economics, or related field preferred • 1+ years of experience in a sales, support, or account management role • Knowledge and interest in the capital markets and investment vehicles such as Equities, ETFs, and Mutual Funds • Excellent time management skills • Great verbal and written communication skills • Proven ability to develop and maintain strong client relationships • Demonstrated ability to work in a team environment that requires quick turnaround and quality output • Ability to manage and prioritize multiple projects concurrently • Client and team-oriented attitude • Strong attention to detail and client service, as deliverables are often client-facing Benefits & Perks • 100% employer-paid health, dental, and vision insurance. • 401(k) match to support your financial future. • Opportunities for internal mobility and cross-functional collaboration. • 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. • Recognition programs to celebrate contributions and milestones. • Modern, centrally located offices stocked with premium snacks, coffee, beverages and weekly lunch credits to fuel your day. • Regular team events, celebrations, and company-wide gatherings that keep our culture connected and collaborative. 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 - $110,000 USD inclusive of bonuses and variable compensation. The starting salary will be determined based on skills and experience. Why Join YCharts YCharts is more than a fintech company—we’re a team driven by curiosity, collaboration, and people-first leadership. We believe innovation thrives in an environment where ideas are heard, growth is supported, and impact is measurable. Our award-winning culture reflects that commitment: • Inc. 5000 Fastest Growing Companies (nearly a decade running) • Crain’s Best Places to Work in Chicago • Inc. Best Places to Work • Built In Chicago Best Places to Work • American Banker Best Fintechs to Work For At YCharts, you’ll do meaningful work, grow alongside a talented team, and see the results of your impact every day. YCharts is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive, equitable environment for all employees. Be part of the team transforming how the wealth management industry makes and communicates investment decisions.

Requirements

Must-haves

The Position
Manage a growing book of business by developing and executing success plans that drive product adoption, renewal, and expansion
Collaborate with Institutional sales partners to build relationships with decision-makers, map organizational structures, and identify and close growth opportunities
Partner with clients to understand strategic goals and deliver value from day one through onboarding and beyond
Lead frequent virtual and in-person meetings to share best practices, highlight new features, and showcase key product functionality
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
Demonstrate deep product knowledge to educate clients on features and workflows, ensuring adoption and satisfaction
Serve as the voice of the customer to internal teams, advocating for product improvements and customer priorities
Manage renewal and expansion forecasts, usage reporting, scorecards, and ad hoc initiatives, including webinars and documentation
Occasional travel (~10%) for client meetings and industry conferences
3+ years experience in the financial services or fintech industry.
1+ years of experience in a sales, support, or account management role
Knowledge and interest in the capital markets and investment vehicles such as Equities, ETFs, and Mutual Funds
Excellent time management skills
Great verbal and written communication skills
Proven ability to develop and maintain strong client relationships
Demonstrated ability to work in a team environment that requires quick turnaround and quality output
Ability to manage and prioritize multiple projects concurrently
Client and team-oriented attitude
Strong attention to detail and client service, as deliverables are often client-facing

Nice-to-haves

Bachelor's degree in Finance, Business Administration, Economics, or related field preferred

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: paylocity
Effort: medium

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Parental Leave

Professional Development