Customer Success Manager

4 days ago


Chicago, United States YCHARTS INC Full time
Job DescriptionJob Description

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 8x 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

Compensation:

  • Base Salary: $60,000 - $65,000
  • 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:

  • 8x 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

Benefits:

  • 100% employer-paid medical, dental & vision
  • Flexible Spending Accounts
  • 401(k) match
  • 18+ vacation days, sick days & celebration day
  • Hybrid schedule (2 office days)
  • Paid parental leave
  • Professional development stipend
  • Employee resource groups
  • Summer hours— we head out early during the warm months

In-Office Perks:

Modern River North office with:

  • Weekly lunch credits
  • Premium beverages
  • Team activities
  • Regular company events

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.






PI69b3df01f2e8-25405-36390693



  • Chicago, United States CancerIQ Full time

    The Company At CancerIQ, our technology is expanding access to precision cancer prevention, early detection & treatment to more patient populations. We build software and design services that make it easy for health systems to use genetic information to get ahead of cancer at scale. Our best-in-class, science-based platform is proven to double genetic...


  • Chicago, United States Zadara Full time

    Your Team & Role: We are seeking candidates in the Central USA Time Zone. As a Cloud Customer Success Manager, you will play a crucial role in ensuring our Direct End Customers achieve maximum value from our cloud solutions. You will build strong relationships with clients, guiding them through adoption, ongoing support and growth. The goal of this role is...


  • Chicago, United States FourKites, Inc. Full time

    At FourKites we have the opportunity to tackle complex challenges with real-world impacts. Whether it's medical supplies from Cardinal Health or groceries for Walmart, the FourKites platform helps customers operate global supply chains that are efficient, agile and sustainable. Join a team of curious problem solvers that celebrates differences, leads with...


  • Chicago, United States SEARCH Group Partners, Inc. Full time

    SEARCH Group Partners, a premier recruiting firm, is looking for Customer Success Manager for one of our SaaS clients located in Chicago, IL. This is a hybrid position, working in the office 3 days a week.Successful Customer Success Manager possesses exceptional communication skills, a strong ability to build and nurture relationships, and a keen attention...


  • Chicago, United States PartySlate Full time

    Who We Are PartySlate is the premier marketplace that connects people planning all types of events with venues and vendors. More than 3 million people used PartySlate for their weddings, galas, corporate events, and milestone celebrations in the last year. PartySlate continues to disrupt the 800 billion dollar events industry with innovative technology...


  • Chicago, United States Intercom Full time

    What‘s the opportunity? We are seeking a Scaled Customer Success Manager to join our global Success Management organization. In this role, you will report directly to the Global Leader of Scaled Success and partner closely with our Sales team. You’ll work with a wide variety of customers, acting as an expert point of contact for all things product and...


  • Chicago, United States Blinkfire Analytics Inc Full time

    Blinkfire Analytics is seeking a sports-loving, customer-centric, energetic, and highly-motivated individual to join our Customer Success Team. The Customer Success Manager (CSM) is responsible for growing and maintaining strong relationships with customers (that includes sports teams, leagues, and brands) to ensure high levels of customer satisfaction and...


  • Chicago, United States Blinkfire Analytics, Inc. Full time

    Blinkfire Analytics is seeking a sports-loving, customer-centric, energetic, and highly-motivated individual to join our Customer Success Team.The Customer Success Manager (CSM) is responsible for growing and maintaining strong relationships with customers (that includes sports teams, leagues, and brands) to ensure high levels of customer satisfaction and...


  • Chicago, United States Cisco Full time

    Application window is expected to close on 12/20/2025 Ideal candidate will currently reside in Minnesota, South Dakota, Tennessee, Michigan, Illinois, Iowa or Ohio. Meet the Team You will work closely with a diverse range of Customer Experience (CX) resources, including Customer Success Specialists (CSS), Renewals teams, and Partners. Your role involves...


  • Chicago, United States CADDi Full time

    At CADDi, we're looking for a skilled Customer Success Manager to join our team and play a crucial role in ensuring client satisfaction and driving growth. This position offers dynamic and hands-on experience, and you'll wear multiple hats and contribute to various customer-facing functions at CADDi. What your days will look like: + Customer Onboarding +...


  • Chicago, United States Terrascope Full time

    Join us on a mission to save the planet! Reversing the impact of climate change is one of the world's biggest challenges. And businesses have a responsibility to lead the way. While individual consumer choices are important, over 80% of the emissions reductions needed to reach Net-Zero require business-level action. But despite growing momentum and ambition...


  • Chicago, Illinois, United States 86 Repairs Full time

    Transforming Customer Relationships">At 86 Repairs, we're revolutionizing the way restaurants experience repairs and maintenance. As a Customer Success Manager, you'll be at the forefront of this transformation, building lasting relationships with our customers to drive growth and retention.We're looking for a skilled professional with a passion for...


  • Chicago, United States Ecp123 Full time

    ECP is a market-leading SaaS solution that enables senior living communities to better care for their residents. ECP is used in over 7,500 communities around the world. We‘re looking to further expand by increasing the number of customers that use our software and increasing the scope of how we serve our customers by developing and releasing new...


  • Chicago, United States SWORD Health Full time

    Sword Health is on a mission to free two billion people from pain as the world's first and only end-to-end platform to predict, prevent and treat pain. With 67% of members achieving a pain-free life and a 70% reduction in surgery intent, at Sword, we are using technology to save millions for our 25,000 enterprise clients across three continents. Today, we...


  • Chicago, United States SWORD Health Full time

    Sword Health is on a mission to free two billion people from pain as the world's first and only end-to-end platform to predict, prevent and treat pain. With 67% of members achieving a pain-free life and a 70% reduction in surgery intent, at Sword, we are using technology to save millions for our 25,000 enterprise clients across three continents. Today, we...


  • Chicago, United States Page Mechanical Group Inc Full time

    Sr. Customer Success Manager 6+ Months W2 Contract Chicago, IL or Remote, USA Benefits You’ll Love: NextDeavor offers health, vision and dental benefits for contract employees. You’ll be eligible to receive Paid Sick Leave (Amount varies per state). Own the opportunity to get your foot in the door at a well-established corporation, with the likelihood...


  • Chicago, United States Lucas James Talent Partners Full time

    We are partnered with Tacton to find them their next Senior Customer Success Manager. As our next Customer Success Manager, you will be responsible for building and maintaining strong, strategic relationships with several of our key enterprise customers, ensuring they achieve maximum value from their investment in our CPQ (Configure, Price, Quote) solutions....


  • Chicago, United States Riverside Insights Full time

    As a Customer Success Manager at ImPACT Applications, your primary responsibility is to ensure the satisfaction, adoption, and retention of our clinical accounts. By efficiently leveraging our various technology platforms and nurturing customer relationships, you'll play a pivotal role in driving customer success. This individual will play a critical role in...


  • Chicago, United States CodeHS Full time

    About CodeHS CodeHS is a comprehensive platform helping K-12 schools teach computer science. We provide curriculum, professional development, and a full software platform. CodeHS is used by millions of students and thousands of schools and districts around the US and the world. Mission The mission of CodeHS is to empower all students to meaningfully impact...


  • Chicago, United States SWORD Health Full time

    Sword Health is on a mission to free two billion people from pain as the world's first and only end-to-end platform to predict, prevent and treat pain. With 67% of members achieving a pain-free life and a 70% reduction in surgery intent, at Sword, we are using technology to save millions for our 25,000 enterprise clients across three continents. Today, we...