Customer Success Manager

Talent & People Partner @ YCharts | Workplace Culture, Talent Development, People Business Partner

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‑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 a Customer Success Manager to partner with leading wealth management firms and drive adoption, retention, and growth across our wealth management client base. This role will leverage 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.

Associate

Full‑time

Customer Service

• 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.
• 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.
• 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.
• 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…