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YCharts
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Cloud • Fintech • Software • Financial Services
Manage a portfolio of clients by driving onboarding, product adoption, renewals, and expansion. Develop success plans, monitor account health, lead client meetings and usage campaigns, configure integrations and reports, educate users, provide product feedback, and collaborate with Sales and internal teams. The role includes forecasting, reporting, webinars, documentation, and approximately 10% travel for client meetings and conferences.
Cloud • Fintech • Software • Financial Services
Provide frontline support for YCharts' SaaS platform via email, chat, and phone. Troubleshoot product/data/technical issues, escalate as needed, monitor usage and customer health, share customer insights with product and engineering, create educational resources, and support process improvements to drive engagement and retention.
Cloud • Fintech • Software • Financial Services
Own go-to-market strategy and execution for YCharts data products, partnering with Product, Marketing, Sales, and Customer Success. Responsibilities include launch planning, product positioning, messaging, sales enablement, customer and competitive research, internal and external communications, and coordinating multiple concurrent launches. The role translates complex financial products and market data into clear customer value for wealth managers, advisors, and asset managers.
