Customer Success Manager

• 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 in the Institutional vertical 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.
• 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

• 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.

• 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

What We Do

YCharts was founded in 2009 to democratize investment research. As we build an increasingly powerful and intuitive tool that our clients use daily we might be outgrowing our name—but not our mission. From humble beginnings YCharts has grown to become an all-in-one platform for investment research and client communication. Our guiding principle has always been to create software that elevates and enables our clients’ goals—tools that are easy to use reliable and timely data and customer service that stands head and shoulders above the industry. We couldn’t imagine doing it any other way.

Why Work With Us

Our people are the heart of YCharts providing our clients with top-notch service and continuously shaping our product for the better.

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