Customer Success Manager

Ycharts•Chicago, IL

1d•Hybrid

About The Position

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. 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

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

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

Benefits

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.