Enterprise Customer Success Manager

Description
At YCharts, we believe that building and executing a great investment strategy should be simple and accessible. As a leader in the rapidly evolving wealth management industry, we provide tech solutions that empower advisors and planners to scale their businesses effectively. Our cloud-based software equips investment advisors, wealth managers, asset managers, and retail investors with powerful research tools, comprehensive data, compelling visuals, and customizable sales collateral. With our best-in-class software and unparalleled support, YCharts has grown from a fintech startup to a thriving company in the burgeoning "wealth-tech" space, proudly serving industry leaders such as WealthManagement.com, Seeking Alpha, TD Ameritrade, Fidelity, Charles Schwab, The Wall Street Journal, Morgan Stanley, and Wells Fargo.
The Position:
We are seeking Enterprise Customer Success Manager to leverage their interpersonal skills and financial knowledge to help clients utilize YCharts to its fullest. Additionally, ECSM will 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:

• Develop and execute success plans to drive adoption, renewal, and expansion for a growing book of business
• Identify and document customer processes, goals, objectives, and expectations to drive value from the moment they become a customer
• Conduct frequent account meetings virtually and in-person to communicate best practices, highlight key product functionality, and share new feature releases.
• Collaborate with Enterprise Account Executives to find and build relationships with key decision makers and users to drive expansion goals
• Monitor the health of client's accounts and drive campaigns to increase usage
• Develop and distribute scalable content to enhance customer engagement and product utilization
• Manage and report renewal and expansion forecast

Qualifications and Skills:

• 1+ years of experience managing a book of business
• 3+ years of experience in Financial Services or SaaS industry
• Demonstrated ability to develop and expand relationships
• Passionate about driving customer success and maximizing product value
• Detail-oriented and well organized
• Exceptional interpersonal, oral and written communication skills
• Familiarity with the financial advisor, broker-dealer, and RIA industry, as well as its dynamics and trends, various business models, affiliation models, and typical advisory platforms
• Broad market knowledge, understanding of portfolio construction concepts, and investment strategies

Compensation:

• Base Salary: $60,000 -$65,000 annually
• Performance-based components:
  • Quarterly Commission program
  • Annual SMART bonus: 10% based on SMART goals attainment

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 insurance
• Flexible Spending Accounts
• 401(k) match
• 18+ vacation days, sick days & celebration day
• Hybrid schedule
• Paid parental leave
• Professional development stipend
• 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.