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Customer Success Manager



Chicago, IL, USA · Chicago, IL, USA
Posted on Saturday, June 22, 2024
Job Type

Position: Customer Success Manager

Location: Chicago, IL - Hybrid or Remote (EST/CST time zones)

In Office Requirement: 1 day per week (Thursdays)

The Company:

Building and executing a great investment strategy shouldn’t require a PhD, nor a million dollar budget. It should be simple. The wealth management industry is rapidly evolving, and tech solutions like YCharts are paving the way for advisors and planners to scale their businesses.

YCharts enables its customers to make smarter investment decisions and better communicate with their prospects and clients. Our cloud-based software provides investment advisors, wealth managers, asset managers and retail investors with powerful research tools, comprehensive data, compelling visuals, and customizable sales collateral.

Thanks to our best-in-breed software and unparalleled support, YCharts has transitioned from a fintech startup to a thriving growth company (Inc. 5000 Honor Roll 7x Fastest Growing Company) in the burgeoning “wealth-tech” space. YCharts proudly services industry-leading names such as 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 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.

This role will work cross departments with the Accounting, Marketing, Product, and Sales to provide the best experience for our clients.

What You’ll Be Doing:

  • Partner with new clients to understand their strategic goals and drive product adoption during their onboarding.
  • 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.
  • Build strong relationships and understand your client's needs to maintain high retention rates.
  • Serve as a liaison between Customer Success and Product Management to advocate for your client's priorities.

Qualifications and Skills:

  • Bachelor's degree in Finance, Business Administration, Economics, or related
  • 3+ years of experience in a client facing, support, or account management role in the financial services industry
  • Knowledge of financial statements and investment vehicles such as Equities, ETFs, and Mutual Funds
  • Previous experience managing relationships with end users and ability to build great business relationships


  • Base Salary: $60,000
  • This role is eligible for commissions, paid quarterly.

Why YCharts?

  • Opportunity to work in a fast-growing fintech company that is shaping the future of investment research and data analytics.
  • Collaborative and inclusive work environment that encourages creativity and innovation.

Awards and Accolades:

  • 7x Inc. 5000 “Fastest Growing Companies”
  • American Banker's "Best Fintechs to Work For"
  • Built in Chicago’s “Best Places to Work” and “Best Small Company to Work For”
  • Inc.’s “Best Places to Work”
  • Inc.’s “Top Regionals: Midwest”
  • Crain's "Best Places to Work in Chicago"
  • InvestmentNews' "Biggest Fintech Innovations"
  • Technology Tools for Today & Inside Information’s “Top Tool Advisors Are Thinking About Adding”
  • Kitces Report’s “Investment Data” market leader, #1 most-adopted in the last year, #2 in market share
  • Business Intelligent Group’s “Best Places to Work”
  • Hired’s “Top Employers Winning Tech Talent”
  • RepVue's "Reppy Award" for Top Rated Chicago Sales Organizations

Perks & Rec:

  • Chicago (River North) & NY (Chelsea) offices with flexible remote options
  • 100% Employer-covered medical, dental & vision insurance
  • Flexible Spending Accounts (Healthcare and Dependent Care)
  • 401(k) match
  • Paid Parental Leave
  • Discounted Pet Insurance
  • Great Work/Life Balance: Generous PTO including Vacation Days, Paid Holidays, Sick Days, and “Celebration Days”
  • DEI commitment
  • Continued education annual stipend
  • Opportunity to join committees (YCollective, Women at YCharts, and more!)
  • Summer hours— we head out early during the warm months!

In-Office Perks:

  • Weekly Grubhub credits for in-office lunches
  • Rotating selection of high-quality coffees
  • Craft beer, kombucha, and cold brew on tap
  • Snacks and drinks to get you through the day
  • Opportunity to join team leagues like kickball and volleyball
  • Fun company outings including an annual celebration in Chicago!

YCharts provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

At YCharts, we feel strongly that respect and inclusion are essential ingredients for creativity, innovation, and success. While we know there’s more work to be done to advance diversity and inclusion, we’re proud of our success thus far and excited for the journey to come.